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
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
13.1KNew |
$1.19M - $1.39M
|
13.1K
$1.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
12.9K+ 4.03% |
$1.17M - $1.38M
|
334K
$43.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.8KNew |
$1.16M - $1.37M
|
12.8K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.8K+ 8.41% |
$1.16M - $1.36M
|
165K
$21.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 5.24% |
$1.1M - $1.29M
|
244K
$31.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1K+ 210.3% |
$1.1M - $1.29M
|
17.9K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.6K+ 13.82% |
$1.05M - $1.24M
|
95.6K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
11.5KNew |
$1.04M - $1.22M
|
11.5K
$1.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.4K+ 1.02% |
$1.04M - $1.21M
|
1.13M
$147M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
11.4K+ 38.73% |
$1.03M - $1.21M
|
40.7K
$5.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
11.2K+ 9.93% |
$1.02M - $1.2M
|
124K
$16.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
10.7K+ 30.15% |
$976K - $1.14M
|
46.4K
$6.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.7K+ 82.84% |
$976K - $1.14M
|
23.7K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.5K+ 2.45% |
$957K - $1.12M
|
442K
$57.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Canal Insurance CO
|
BUY
|
- |
10K+ 30.77% |
$908K - $1.06M
|
42.5K
$5.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
9.95K+ 7.08% |
$903K - $1.06M
|
150K
$19.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
9.44K+ 27.1% |
$857K - $1M
|
44.3K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.35K+ 111.19% |
$849K - $996K
|
17.8K
$2.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.17K+ 18.79% |
$833K - $977K
|
58K
$7.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.74K+ 5.37% |
$793K - $930K
|
171K
$22.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
8.51K+ 41.54% |
$773K - $906K
|
29K
$3.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.28KNew |
$752K - $881K
|
8.28K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
8K+ 232.63% |
$726K - $852K
|
11.4K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.98K+ 1.09% |
$725K - $850K
|
743K
$96.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
7.97KNew |
$724K - $849K
|
7.97K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.97K+ 2.97% |
$724K - $849K
|
277K
$35.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.97K+ 16.27% |
$723K - $848K
|
56.9K
$7.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.73K+ 17.84% |
$702K - $823K
|
51.1K
$6.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.69KNew |
$698K - $819K
|
7.69K
$997K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
7.49K+ 223.43% |
$680K - $797K
|
10.8K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
7.42K+ 60.69% |
$674K - $790K
|
19.6K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
7.2K+ 15.03% |
$654K - $767K
|
55.1K
$7.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
7.06KNew |
$641K - $752K
|
7.06K
$915K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
7.04K+ 320.63% |
$639K - $750K
|
9.24K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.91KNew |
$628K - $736K
|
6.91K
$896K
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.86K+ 705.97% |
$623K - $730K
|
7.83K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
6.8K+ 971.43% |
$618K - $724K
|
7.5K
$973K
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
6.53K+ 3.03% |
$593K - $695K
|
222K
$28.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.51K+ 0.83% |
$591K - $693K
|
795K
$103M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.42K+ 209.8% |
$583K - $684K
|
9.49K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.29K+ 2.56% |
$571K - $670K
|
252K
$32.7M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.24K+ 86.87% |
$567K - $664K
|
13.4K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
6.14K+ 6.8% |
$557K - $654K
|
96.4K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.12K+ 76.44% |
$555K - $651K
|
14.1K
$1.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
6.1KNew |
$554K - $649K
|
6.1K
$791K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
6.06K+ 47.44% |
$551K - $645K
|
18.8K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.05KNew |
$549K - $644K
|
6.05K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.04K+ 8.01% |
$548K - $643K
|
81.4K
$10.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
5.97K+ 72.4% |
$542K - $636K
|
14.2K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.67K+ 45.6% |
$515K - $603K
|
18.1K
$2.35M
|