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 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
235+ 1.45% |
$19K - $25.9K
|
16.5K
$2.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
226+ 2.81% |
$18.3K - $24.9K
|
8.28K
$1.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
225+ 0.49% |
$18.2K - $24.8K
|
46.2K
$5.65M
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
223+ 3.02% |
$18.1K - $24.6K
|
7.6K
$929K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
218+ 2.79% |
$17.7K - $24K
|
8.03K
$981K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
211+ 4.7% |
$17.1K - $23.3K
|
4.7K
$574K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
210+ 6.76% |
$17K - $23.2K
|
3.32K
$405K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
209+ 1.26% |
$16.9K - $23K
|
16.8K
$2.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
207+ 17.77% |
$16.8K - $22.8K
|
1.37K
$168K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
205+ 3.59% |
$16.6K - $22.6K
|
5.92K
$723K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
203+ 0.33% |
$16.4K - $22.4K
|
61.4K
$7.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 0.13% |
$16.2K - $22.1K
|
153K
$18.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
200New |
$16.2K - $22.1K
|
200
$24.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
200+ 3.62% |
$16.2K - $22.1K
|
5.72K
$699K
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
200+ 7.92% |
$16.2K - $22.1K
|
2.73K
$333K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
200New |
$16.2K - $22.1K
|
200
$24.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
190+ 4.64% |
$15.4K - $20.9K
|
4.28K
$523K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
185+ 6.59% |
$15K - $20.4K
|
2.99K
$366K
|
|
|
Jul 20, 2022
Q2 2022
|
Exeter Financial, LLC
|
BUY
|
- |
175+ 1.5% |
$14.2K - $19.3K
|
11.8K
$1.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
174+ 3.34% |
$14.1K - $19.2K
|
5.38K
$657K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
172+ 5.24% |
$13.9K - $19K
|
3.46K
$422K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
169+ 1.83% |
$13.7K - $18.6K
|
9.4K
$1.15M
|
|
|
Jul 19, 2022
Q2 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
165+ 0.21% |
$13.4K - $18.2K
|
78.4K
$9.58M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
165+ 5.96% |
$13.4K - $18.2K
|
2.93K
$358K
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
164+ 0.92% |
$13.3K - $18.1K
|
18.1K
$2.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
163+ 4.19% |
$13.2K - $18K
|
4.05K
$495K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
162+ 3.65% |
$13.1K - $17.9K
|
4.61K
$563K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
160+ 79.21% |
$13K - $17.6K
|
362
$44.2K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
160+ 15.41% |
$13K - $17.6K
|
1.2K
$146K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
159+ 1.71% |
$12.9K - $17.5K
|
9.47K
$1.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
159+ 0.33% |
$12.9K - $17.5K
|
47.9K
$5.85M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
157+ 0.94% |
$12.7K - $17.3K
|
16.9K
$2.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
155+ 0.41% |
$12.6K - $17.1K
|
37.7K
$4.61M
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
BUY
|
- |
155+ 1.93% |
$12.6K - $17.1K
|
8.19K
$1M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
155+ 2.67% |
$12.6K - $17.1K
|
5.97K
$729K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
154+ 3.17% |
$12.5K - $17K
|
5.01K
$612K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
152+ 2.26% |
$12.3K - $16.8K
|
6.87K
$839K
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
147+ 3.42% |
$11.9K - $16.2K
|
4.45K
$543K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
147New |
$11.9K - $16.2K
|
147
$18K
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
144+ 0.33% |
$11.7K - $15.9K
|
44K
$5.37M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
139New |
$11.3K - $15.3K
|
139
$17K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
135+ 5.64% |
$10.9K - $14.9K
|
2.53K
$309K
|
|
|
Oct 09, 2024
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
133+ 1.95% |
$10.8K - $14.7K
|
6.97K
$851K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
132+ 2.23% |
$10.7K - $14.6K
|
6.04K
$738K
|
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
128+ 0.34% |
$10.4K - $14.1K
|
37.8K
$4.62M
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
BUY
|
- |
125+ 2.35% |
$10.1K - $13.8K
|
5.44K
$665K
|
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
121+ 0.29% |
$9.8K - $13.3K
|
41.4K
$5.06M
|
|
|
Aug 05, 2022
Q2 2022
|
X Square Capital, LLC
|
BUY
|
- |
121+ 5.13% |
$9.8K - $13.3K
|
2.48K
$303K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
118New |
$9.56K - $13K
|
118
$14.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
117+ 78.0% |
$9.48K - $12.9K
|
267
$32.6K
|