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 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
37.5K+ 284.91% |
$3.4M - $3.99M
|
50.6K
$6.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.1K+ 19.36% |
$3.37M - $3.95M
|
229K
$29.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
36.2KNew |
$3.29M - $3.85M
|
36.2K
$4.69M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
36.1KNew |
$3.27M - $3.84M
|
36.1K
$4.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
35.8K+ 98.73% |
$3.25M - $3.81M
|
72.1K
$9.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
35.6K+ 130.16% |
$3.23M - $3.79M
|
63K
$8.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
35.2K+ 234.91% |
$3.2M - $3.75M
|
50.2K
$6.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
34.9K+ 0.36% |
$3.17M - $3.71M
|
9.75M
$1.26B
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
34KNew |
$3.09M - $3.62M
|
34K
$4.41M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
33.9K+ 2322.21% |
$3.08M - $3.61M
|
35.3K
$4.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
32.6KNew |
$2.96M - $3.47M
|
32.6K
$4.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
32.1K+ 8.76% |
$2.91M - $3.41M
|
398K
$51.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
31.2KNew |
$2.83M - $3.32M
|
31.2K
$4.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.1K+ 8.84% |
$2.83M - $3.31M
|
383K
$49.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
30.9K+ 969.74% |
$2.81M - $3.29M
|
34.1K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
30.7K+ 10.98% |
$2.79M - $3.27M
|
311K
$40.3M
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
30.7K+ 10.98% |
$2.79M - $3.27M
|
311K
$40.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
30.2K+ 128.23% |
$2.74M - $3.22M
|
53.8K
$6.97M
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
26.8K+ 25.17% |
$2.43M - $2.85M
|
133K
$17.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
26.5K+ 6.24% |
$2.41M - $2.82M
|
451K
$58.5M
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
26K+ 130.36% |
$2.36M - $2.77M
|
46K
$5.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
24.9K+ 1.29% |
$2.26M - $2.65M
|
1.95M
$253M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
24.5K+ 30.27% |
$2.22M - $2.61M
|
105K
$13.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
23.7K+ 11.16% |
$2.16M - $2.53M
|
236K
$30.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
23.5KNew |
$2.14M - $2.5M
|
23.5K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
22K+ 8.03% |
$2M - $2.34M
|
296K
$38.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
20.9KNew |
$1.9M - $2.22M
|
20.9K
$2.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
20.8KNew |
$1.89M - $2.21M
|
20.8K
$2.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
20.2K+ 8.92% |
$1.83M - $2.15M
|
246K
$31.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.8K+ 32.83% |
$1.8M - $2.11M
|
80.3K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.1K+ 2.93% |
$1.74M - $2.04M
|
673K
$87.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
18.8KNew |
$1.71M - $2M
|
18.8K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
18.6K+ 54.85% |
$1.69M - $1.98M
|
52.6K
$6.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
18.6K+ 58.38% |
$1.69M - $1.98M
|
50.4K
$6.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
18.5KNew |
$1.68M - $1.97M
|
18.5K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
17.2K+ 8.92% |
$1.56M - $1.83M
|
210K
$27.3M
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
BUY
|
- |
17K+ 668.71% |
$1.54M - $1.81M
|
19.6K
$2.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.8K+ 7.85% |
$1.52M - $1.78M
|
230K
$29.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
16.1K+ 20.65% |
$1.47M - $1.72M
|
94.3K
$12.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
16.1K+ 14.67% |
$1.46M - $1.71M
|
126K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
16K+ 311.52% |
$1.45M - $1.7M
|
21.1K
$2.73M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15.9K+ 62.66% |
$1.45M - $1.7M
|
41.4K
$5.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
15.9K+ 32.21% |
$1.44M - $1.69M
|
65.2K
$8.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
15.8K+ 113.95% |
$1.44M - $1.69M
|
29.7K
$3.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Torray LLC
|
BUY
|
- |
15.7K+ 12.69% |
$1.43M - $1.68M
|
140K
$18.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
14.3K+ 35.92% |
$1.3M - $1.52M
|
54.1K
$7.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
14K+ 9.86% |
$1.27M - $1.49M
|
156K
$20.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
13.6K+ 49.06% |
$1.24M - $1.45M
|
41.3K
$5.36M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
13.4K+ 39.98% |
$1.22M - $1.43M
|
47K
$6.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
13.3K+ 413.45% |
$1.21M - $1.42M
|
16.5K
$2.14M
|