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
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-286- 4.61% |
$26K - $30.4K
|
5.92K
$740K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-289- 2.97% |
$26.2K - $30.8K
|
9.43K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-292- 2.84% |
$26.5K - $31.1K
|
10K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-293- 0.66% |
$26.6K - $31.2K
|
44.1K
$5.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-295- 8.75% |
$26.8K - $31.4K
|
3.08K
$385K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-300- 8.48% |
$27.2K - $31.9K
|
3.24K
$405K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-300- 11.37% |
$27.2K - $31.9K
|
2.34K
$292K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-300- 0.75% |
$27.2K - $31.9K
|
39.8K
$4.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-300- 0.08% |
$27.2K - $31.9K
|
367K
$45.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-305- 5.48% |
$27.7K - $32.5K
|
5.26K
$658K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-308- 1.57% |
$28K - $32.8K
|
19.4K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-312- 10.79% |
$28.3K - $33.2K
|
2.58K
$322K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-313- 4.52% |
$28.4K - $33.3K
|
6.62K
$827K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-314- 0.78% |
$28.5K - $33.4K
|
40.1K
$5.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-315- 34.43% |
$28.6K - $33.5K
|
600
$75K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-318- 12.01% |
$28.9K - $33.9K
|
2.33K
$291K
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-325- 3.0% |
$29.5K - $34.6K
|
10.5K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-327- 12.05% |
$29.7K - $34.8K
|
2.39K
$298K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-329- 3.49% |
$29.9K - $35K
|
9.11K
$1.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-332- 2.93% |
$30.1K - $35.3K
|
11K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-333- 1.43% |
$30.2K - $35.5K
|
23K
$2.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-333- 1.48% |
$30.2K - $35.5K
|
22.1K
$2.76M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-335- 1.58% |
$30.4K - $35.7K
|
20.9K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-338- 4.41% |
$30.7K - $36K
|
7.32K
$915K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-340- 7.73% |
$30.9K - $36.2K
|
4.06K
$507K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-340- 1.5% |
$30.9K - $36.2K
|
22.3K
$2.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-343- 0.82% |
$31.1K - $36.5K
|
41.4K
$5.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-348- 4.88% |
$31.6K - $37K
|
6.78K
$848K
|
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-350- 4.55% |
$31.8K - $37.3K
|
7.34K
$917K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-350- 92.59% |
$31.8K - $37.3K
|
28
$3.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-352- 6.64% |
$32K - $37.5K
|
4.95K
$619K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-362- 6.05% |
$32.9K - $38.5K
|
5.62K
$702K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-364- 7.57% |
$33.1K - $38.8K
|
4.45K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-368- 2.81% |
$33.4K - $39.2K
|
12.7K
$1.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-370- 12.91% |
$33.6K - $39.4K
|
2.5K
$312K
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-370- 1.26% |
$33.6K - $39.4K
|
28.9K
$3.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-375- 0.84% |
$34.1K - $39.9K
|
44.1K
$5.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-389- 17.14% |
$35.3K - $41.4K
|
1.88K
$235K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-405- 1.39% |
$36.8K - $43.1K
|
28.7K
$3.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-408- 7.86% |
$37.1K - $43.4K
|
4.78K
$598K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-418- 4.52% |
$38K - $44.5K
|
8.82K
$1.1M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-424- 2.86% |
$38.5K - $45.1K
|
14.4K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-427- 8.55% |
$38.8K - $45.5K
|
4.57K
$571K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-436- 17.13% |
$39.6K - $46.4K
|
2.11K
$264K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-445- 4.01% |
$40.4K - $47.4K
|
10.7K
$1.33M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-445- 7.34% |
$40.4K - $47.4K
|
5.62K
$702K
|
|
|
Jul 10, 2023
Q2 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-450- 3.95% |
$40.9K - $47.9K
|
11K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-450- 0.33% |
$40.9K - $47.9K
|
136K
$17M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-465- 10.0% |
$42.2K - $49.5K
|
4.19K
$523K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-466- 8.91% |
$42.3K - $49.6K
|
4.76K
$595K
|