Purchases and Sales Made in Q2 2023 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
240+ 1.13% |
$21.8K - $25.6K
|
21.5K
$2.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
239+ 7.51% |
$21.7K - $25.4K
|
3.42K
$427K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
237+ 5.2% |
$21.5K - $25.2K
|
4.79K
$599K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
228+ 147.1% |
$20.7K - $24.3K
|
383
$47.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
226+ 5.94% |
$20.5K - $24.1K
|
4.03K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
225+ 1.97% |
$20.4K - $24K
|
11.7K
$1.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
215+ 0.58% |
$19.5K - $22.9K
|
37.4K
$4.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
214+ 0.61% |
$19.4K - $22.8K
|
35.1K
$4.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
213+ 0.53% |
$19.3K - $22.7K
|
40.3K
$5.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
213+ 3.69% |
$19.3K - $22.7K
|
5.98K
$748K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
212+ 4.04% |
$19.3K - $22.6K
|
5.46K
$682K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
209+ 1.17% |
$19K - $22.3K
|
18K
$2.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
203+ 8.61% |
$18.4K - $21.6K
|
2.56K
$320K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
200New |
$18.2K - $21.3K
|
200
$25K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
200+ 0.24% |
$18.2K - $21.3K
|
83.2K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
199+ 6.84% |
$18.1K - $21.2K
|
3.11K
$388K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
192+ 17.34% |
$17.4K - $20.4K
|
1.3K
$162K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
192+ 0.51% |
$17.4K - $20.4K
|
37.9K
$4.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
190+ 0.98% |
$17.3K - $20.2K
|
19.6K
$2.45M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
177+ 7.5% |
$16.1K - $18.8K
|
2.54K
$317K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
177+ 3.75% |
$16.1K - $18.8K
|
4.89K
$611K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
174New |
$15.8K - $18.5K
|
174
$21.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
174+ 0.54% |
$15.8K - $18.5K
|
32.4K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
173+ 0.52% |
$15.7K - $18.4K
|
33.1K
$4.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
172+ 3.14% |
$15.6K - $18.3K
|
5.65K
$706K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
171+ 2.71% |
$15.5K - $18.2K
|
6.47K
$809K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
166+ 3.12% |
$15.1K - $17.7K
|
5.49K
$686K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
162+ 6.76% |
$14.7K - $17.2K
|
2.56K
$320K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
161+ 3.76% |
$14.6K - $17.1K
|
4.44K
$555K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
158+ 0.93% |
$14.3K - $16.8K
|
17.1K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
156+ 6.18% |
$14.2K - $16.6K
|
2.68K
$335K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
155+ 1.61% |
$14.1K - $16.5K
|
9.77K
$1.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
155+ 5.48% |
$14.1K - $16.5K
|
2.98K
$373K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
155+ 1.12% |
$14.1K - $16.5K
|
14K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
155+ 6.28% |
$14.1K - $16.5K
|
2.62K
$328K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
153New |
$13.9K - $16.3K
|
153
$19.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
153+ 3.52% |
$13.9K - $16.3K
|
4.5K
$562K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
151+ 3.27% |
$13.7K - $16.1K
|
4.77K
$596K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
150+ 2.25% |
$13.6K - $16K
|
6.83K
$854K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
150New |
$13.6K - $16K
|
150
$18.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
148+ 1.77% |
$13.4K - $15.8K
|
8.5K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
145+ 0.35% |
$13.2K - $15.4K
|
41.5K
$5.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
142+ 5.17% |
$12.9K - $15.1K
|
2.89K
$361K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
140+ 2.22% |
$12.7K - $14.9K
|
6.44K
$805K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
140+ 4.57% |
$12.7K - $14.9K
|
3.2K
$400K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
139+ 1.76% |
$12.6K - $14.8K
|
8.04K
$1M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
138New |
$12.5K - $14.7K
|
138
$17.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
130+ 1.09% |
$11.8K - $13.8K
|
12K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
127+ 2.17% |
$11.5K - $13.5K
|
5.97K
$746K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
125+ 1.4% |
$11.4K - $13.3K
|
9.06K
$1.13M
|