Purchases and Sales Made in Q1 2023 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q1 2023. The information is specifically focused on institutions that hold shares of Phillips 66.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.54K- 7.22% |
$612K - $729K
|
84K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-6.89K- 15.26% |
$644K - $768K
|
38.2K
$4.78M
|
|
|
May 12, 2023
Q1 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-6.95K- 4.85% |
$650K - $775K
|
136K
$17M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-6.98K- 67.55% |
$652K - $778K
|
3.35K
$419K
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-7.1K- 49.91% |
$665K - $792K
|
7.13K
$891K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.3K- 32.48% |
$683K - $814K
|
15.2K
$1.9M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.37K- 23.47% |
$690K - $822K
|
24K
$3.01M
|
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-7.4K- 6.88% |
$692K - $825K
|
100K
$12.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.42K- 51.0% |
$694K - $827K
|
7.13K
$891K
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-7.47K- 1.91% |
$698K - $832K
|
383K
$47.9M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-7.55K- 48.54% |
$706K - $842K
|
8K
$1M
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-7.9K- 72.12% |
$739K - $880K
|
3.05K
$382K
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-7.91K- 0.79% |
$740K - $882K
|
987K
$123M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.55K- 1.94% |
$800K - $953K
|
431K
$53.9M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-8.76K- 9.94% |
$819K - $976K
|
79.3K
$9.91M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.93K- 15.46% |
$835K - $996K
|
48.8K
$6.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9.18K- 16.12% |
$859K - $1.02M
|
47.7K
$5.97M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-9.61K- 51.16% |
$899K - $1.07M
|
9.18K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-9.81K- 11.11% |
$917K - $1.09M
|
78.5K
$9.81M
|
|
|
Jun 05, 2023
Q1 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-11.4K- 89.61% |
$1.07M - $1.27M
|
1.33K
$166K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-11.8K- 2.01% |
$1.11M - $1.32M
|
575K
$71.9M
|
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-11.9K- 11.86% |
$1.11M - $1.33M
|
88.4K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-12.6K- 94.74% |
$1.18M - $1.4M
|
700
$87.5K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-12.7K- 7.23% |
$1.19M - $1.42M
|
163K
$20.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.9K- 4.59% |
$1.21M - $1.44M
|
269K
$33.6M
|
|
|
May 15, 2023
Q1 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
SELL
|
- |
-13.3K- 11.68% |
$1.24M - $1.48M
|
101K
$12.6M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-13.4K- 2.35% |
$1.25M - $1.49M
|
557K
$69.6M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-13.4K- 2.35% |
$1.25M - $1.49M
|
557K
$69.6M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-13.7K- 9.03% |
$1.28M - $1.52M
|
138K
$17.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-13.7K- 17.57% |
$1.28M - $1.53M
|
64.4K
$8.05M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.7K- 19.79% |
$1.29M - $1.53M
|
55.7K
$6.96M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16K- 30.78% |
$1.5M - $1.78M
|
36K
$4.49M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.1K- 28.96% |
$1.51M - $1.8M
|
39.5K
$4.94M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-16.6K- 41.5% |
$1.55M - $1.85M
|
23.4K
$2.92M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-16.7K- 6.42% |
$1.56M - $1.86M
|
244K
$30.5M
|
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-16.8K- 69.3% |
$1.57M - $1.87M
|
7.43K
$928K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.1K- 8.2% |
$1.6M - $1.91M
|
192K
$24M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-18.6K- 12.84% |
$1.74M - $2.08M
|
126K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-18.7K- 86.18% |
$1.75M - $2.09M
|
3K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-19.1K- 45.59% |
$1.79M - $2.13M
|
22.8K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-20.3K- 23.22% |
$1.9M - $2.26M
|
67K
$8.38M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.3K- 3.01% |
$1.9M - $2.26M
|
654K
$81.7M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-20.8K- 2.47% |
$1.94M - $2.31M
|
821K
$103M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-21.2K- 4.21% |
$1.98M - $2.36M
|
482K
$60.3M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-21.8K- 5.29% |
$2.04M - $2.44M
|
391K
$48.9M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-22.7K- 9.12% |
$2.13M - $2.53M
|
226K
$28.3M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-22.8K- 73.58% |
$2.14M - $2.55M
|
8.2K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-24.1K- 4.63% |
$2.25M - $2.69M
|
497K
$62.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.3K- 28.67% |
$2.27M - $2.71M
|
60.5K
$7.56M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-25.5K- 15.22% |
$2.39M - $2.84M
|
142K
$17.7M
|