Purchases and Sales Made in Q2 2023 in Phillips 66 (PSX)

PSX Quotes by TradingView

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
Jul 18, 2023 Q2 2023
Cadent Capital Advisors, LLC

BUY
 -
389
+ 17.0%
$35.3K - $41.4K
2.68K $347K
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
385
+ 16.16%
$35K - $41K
2.77K $359K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
384
+ 0.4%
$34.9K - $40.9K
96.7K $12.5M
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
381
+ 89.44%
$34.6K - $40.6K
807 $105K
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
378
+ 3.94%
$34.3K - $40.2K
9.97K $1.29M
Jul 07, 2023 Q2 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
373
+ 3.19%
$33.9K - $39.7K
12.1K $1.56M
Jul 18, 2023 Q2 2023
Rothschild Investment Corp

BUY
 -
373
+ 0.8%
$33.9K - $39.7K
47K $6.09M
Aug 01, 2023 Q2 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
372
+ 6.05%
$33.8K - $39.6K
6.52K $846K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
370
+ 3.86%
$33.6K - $39.4K
9.96K $1.29M
Jul 26, 2023 Q2 2023
Seven Bridge Financial Group, LLC

BUY
 -
366
+ 1.45%
$33.2K - $39K
25.6K $3.32M
Aug 07, 2023 Q2 2023
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
348
+ 2.2%
$31.6K - $37K
16.2K $2.1M
Jul 13, 2023 Q2 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
347
+ 0.57%
$31.5K - $36.9K
61.5K $7.98M
Aug 11, 2023 Q2 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
345
+ 5.06%
$31.3K - $36.7K
7.17K $930K
Jul 11, 2023 Q2 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
341
+ 1.28%
$31K - $36.3K
26.9K $3.49M
Jul 24, 2023 Q2 2023
Marion Wealth Management

BUY
 -
340
+ 2.79%
$30.9K - $36.2K
12.5K $1.62M
Aug 08, 2023 Q2 2023
Nvwm, LLC

BUY
 -
335
+ 4.5%
$30.4K - $35.7K
7.77K $1.01M
Jul 17, 2023 Q2 2023
Teamwork Financial Advisors, LLC

BUY
 -
326
+ 2.32%
$29.6K - $34.7K
14.4K $1.86M
Aug 14, 2023 Q2 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
326
+ 5.77%
$29.6K - $34.7K
5.98K $775K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
324
+ 3.43%
$29.4K - $34.5K
9.78K $1.27M
Aug 03, 2023 Q2 2023
Garrison Asset Management, LLC

BUY
 -
321
+ 1.27%
$29.2K - $34.2K
25.6K $3.32M
May 24, 2024 Q2 2023
Garrison Asset Management, LLC

BUY
 -
321
+ 1.27%
$29.2K - $34.2K
25.6K $3.32M
Aug 03, 2023 Q2 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
319
+ 1.88%
$29K - $34K
17.3K $2.25M
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
319
New
$29K - $34K
319 $41.4K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
318
New
$28.9K - $33.9K
318 $41.2K
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
316
+ 11.84%
$28.7K - $33.6K
2.99K $387K
Aug 14, 2023 Q2 2023
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
315
+ 2.8%
$28.6K - $33.5K
11.6K $1.5M
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
306
+ 60.12%
$27.8K - $32.6K
815 $106K
Aug 03, 2023 Q2 2023
Alpha Star Capital Management, LLC

BUY
 -
292
+ 1.83%
$26.5K - $31.1K
16.3K $2.11M
Aug 09, 2023 Q2 2023
Burney CO

Reston, VA
BUY
 -
292
+ 1.38%
$26.5K - $31.1K
21.5K $2.79M
Jul 27, 2023 Q2 2023
Cwa Asset Management Group, LLC

BUY
 -
287
+ 4.99%
$26.1K - $30.6K
6.04K $783K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
282
+ 0.71%
$25.6K - $30K
39.8K $5.16M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
280
+ 1.5%
$25.4K - $29.8K
18.9K $2.45M
Aug 14, 2023 Q2 2023
Lcnb Corp

Lebanon, OH
BUY
 -
280
+ 9.58%
$25.4K - $29.8K
3.2K $415K
Aug 01, 2023 Q2 2023
Community Bank, N.A.

BUY
 -
274
+ 1.59%
$24.9K - $29.2K
17.6K $2.28M
Jul 20, 2023 Q2 2023
Telos Capital Management, Inc.

BUY
 -
273
+ 0.62%
$24.8K - $29.1K
44.6K $5.79M
Jul 13, 2023 Q2 2023
Wealth Alliance Advisory Group, LLC

BUY
 -
268
+ 3.35%
$24.3K - $28.5K
8.27K $1.07M
Aug 08, 2023 Q2 2023
Gryphon Financial Partners LLC

BUY
 -
267
+ 7.69%
$24.2K - $28.4K
3.74K $485K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
267
New
$24.2K - $28.4K
267 $34.6K
Aug 10, 2023 Q2 2023
Yhb Investment Advisors, Inc.

BUY
 -
265
+ 2.08%
$24.1K - $28.2K
13K $1.68M
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
264
+ 9.64%
$24K - $28.1K
3K $389K
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
262
+ 2.55%
$23.8K - $27.9K
10.6K $1.37M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
262
+ 4.53%
$23.8K - $27.9K
6.05K $784K
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
254
+ 270.21%
$23.1K - $27K
348 $45.1K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
253
New
$23K - $26.9K
253 $32.8K
Jul 12, 2023 Q2 2023
Country Trust Bank

BUY
 -
250
+ 1315.79%
$22.7K - $26.6K
269 $34.9K
Jul 31, 2023 Q2 2023
Americana Partners, LLC

Houston, TX
BUY
 -
250
+ 1.56%
$22.7K - $26.6K
16.2K $2.11M
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
250
+ 60.1%
$22.7K - $26.6K
666 $86.4K
Aug 11, 2023 Q2 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
246
+ 4.07%
$22.3K - $26.2K
6.29K $815K
Jul 18, 2023 Q2 2023
Capital Advisors Inc

BUY
 -
244
+ 1.63%
$22.2K - $26K
15.2K $1.97M

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