Purchases and Sales Made in Q2 2022 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q2 2022. 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 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
380+ 5.39% |
$30.8K - $41.9K
|
7.44K
$898K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
378+ 16.13% |
$30.6K - $41.7K
|
2.72K
$329K
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
376+ 1.64% |
$30.5K - $41.5K
|
23.2K
$2.81M
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
370+ 10.82% |
$30K - $40.8K
|
3.79K
$458K
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
370+ 117.09% |
$30K - $40.8K
|
686
$82.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
369+ 12.61% |
$29.9K - $40.7K
|
3.3K
$398K
|
|
|
Aug 04, 2022
Q2 2022
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
359+ 2.45% |
$29.1K - $39.6K
|
15K
$1.82M
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
353+ 5.92% |
$28.6K - $38.9K
|
6.32K
$763K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
350+ 12.53% |
$28.4K - $38.6K
|
3.14K
$380K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
346New |
$28K - $38.1K
|
346
$41.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
345+ 17.96% |
$28K - $38K
|
2.27K
$274K
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
344+ 2.45% |
$27.9K - $37.9K
|
14.4K
$1.74M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
343New |
$27.8K - $37.8K
|
343
$41.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
343+ 10.36% |
$27.8K - $37.8K
|
3.65K
$441K
|
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
340+ 1.27% |
$27.5K - $37.5K
|
27.2K
$3.29M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
330+ 7.56% |
$26.7K - $36.4K
|
4.7K
$567K
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
316+ 2.28% |
$25.6K - $34.8K
|
14.2K
$1.71M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
314+ 3.32% |
$25.4K - $34.6K
|
9.77K
$1.18M
|
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
310+ 6.72% |
$25.1K - $34.2K
|
4.92K
$594K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
304+ 0.86% |
$24.6K - $33.5K
|
35.6K
$4.31M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
304+ 46.77% |
$24.6K - $33.5K
|
954
$115K
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
303+ 3.04% |
$24.5K - $33.4K
|
10.3K
$1.24M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$24.3K - $33.1K
|
300
$36.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 43.42% |
$24.3K - $33.1K
|
991
$120K
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
300+ 22.9% |
$24.3K - $33.1K
|
1.61K
$195K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
300+ 9.54% |
$24.3K - $33.1K
|
3.45K
$416K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
292+ 35.48% |
$23.7K - $32.2K
|
1.12K
$135K
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
292+ 3.68% |
$23.7K - $32.2K
|
8.23K
$994K
|
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
289+ 1.07% |
$23.4K - $31.9K
|
27.3K
$3.3M
|
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
BUY
|
- |
287+ 1.42% |
$23.3K - $31.6K
|
20.5K
$2.48M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
286+ 8.79% |
$23.2K - $31.5K
|
3.54K
$428K
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
BUY
|
- |
283+ 1.99% |
$22.9K - $31.2K
|
14.5K
$1.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
277+ 1.56% |
$22.4K - $30.5K
|
18K
$2.17M
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
276+ 3.36% |
$22.4K - $30.4K
|
8.48K
$1.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
268+ 7.85% |
$21.7K - $29.5K
|
3.68K
$445K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
265+ 6.24% |
$21.5K - $29.2K
|
4.51K
$545K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
265+ 0.64% |
$21.5K - $29.2K
|
41.9K
$5.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
263+ 7.36% |
$21.3K - $29K
|
3.84K
$464K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
259+ 1.97% |
$21K - $28.6K
|
13.4K
$1.62M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
256+ 21.48% |
$20.7K - $28.2K
|
1.45K
$175K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
256+ 1.55% |
$20.7K - $28.2K
|
16.8K
$2.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
253+ 7.84% |
$20.5K - $27.9K
|
3.48K
$421K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
252+ 2.57% |
$20.4K - $27.8K
|
10K
$1.21M
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
252+ 5.22% |
$20.4K - $27.8K
|
5.08K
$613K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
BUY
|
- |
250+ 8.88% |
$20.3K - $27.6K
|
3.07K
$370K
|
|
|
Aug 03, 2022
Q2 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
249+ 1.23% |
$20.2K - $27.5K
|
20.6K
$2.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
241+ 0.91% |
$19.5K - $26.6K
|
26.6K
$3.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
240+ 2.6% |
$19.4K - $26.5K
|
9.47K
$1.14M
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
240+ 0.41% |
$19.4K - $26.5K
|
59.2K
$7.16M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
239+ 5.61% |
$19.4K - $26.3K
|
4.5K
$543K
|