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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
115+ 10.22% |
$9.32K - $12.7K
|
1.24K
$160K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
113+ 3.87% |
$9.16K - $12.5K
|
3.03K
$391K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
113+ 0.49% |
$9.16K - $12.5K
|
23.3K
$3M
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
111+ 1.5% |
$8.99K - $12.2K
|
7.49K
$965K
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
110+ 2.21% |
$8.91K - $12.1K
|
5.08K
$654K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
110+ 5.62% |
$8.91K - $12.1K
|
2.07K
$266K
|
|
|
Aug 10, 2022
Q2 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
108+ 0.94% |
$8.75K - $11.9K
|
11.6K
$1.49M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
107+ 2.88% |
$8.67K - $11.8K
|
3.82K
$492K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
106+ 1.16% |
$8.59K - $11.7K
|
9.22K
$1.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
105New |
$8.51K - $11.6K
|
105
$13.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
104+ 0.36% |
$8.43K - $11.5K
|
29K
$3.73M
|
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
104+ 0.36% |
$8.43K - $11.5K
|
29K
$3.73M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
103+ 1.11% |
$8.35K - $11.4K
|
9.39K
$1.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
103+ 0.71% |
$8.35K - $11.4K
|
14.7K
$1.89M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
102+ 2.69% |
$8.26K - $11.2K
|
3.89K
$501K
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
102+ 3.68% |
$8.26K - $11.2K
|
2.88K
$370K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100New |
$8.1K - $11K
|
100
$12.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
100+ 0.56% |
$8.1K - $11K
|
17.9K
$2.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
100+ 3.33% |
$8.1K - $11K
|
3.1K
$399K
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
98+ 1.4% |
$7.94K - $10.8K
|
7.08K
$912K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
96+ 2.49% |
$7.78K - $10.6K
|
3.96K
$509K
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
93+ 1.39% |
$7.53K - $10.3K
|
6.8K
$876K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
91+ 1.61% |
$7.37K - $10K
|
5.75K
$741K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
89+ 0.81% |
$7.21K - $9.81K
|
11.1K
$1.43M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
88+ 15.38% |
$7.13K - $9.7K
|
660
$85K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
85+ 0.67% |
$6.89K - $9.37K
|
12.8K
$1.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
85+ 2.55% |
$6.89K - $9.37K
|
3.42K
$440K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
82+ 6.83% |
$6.64K - $9.04K
|
1.28K
$165K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
82+ 9.66% |
$6.64K - $9.04K
|
931
$120K
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
80+ 3.31% |
$6.48K - $8.82K
|
2.5K
$322K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
79+ 0.48% |
$6.4K - $8.71K
|
16.6K
$2.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
78+ 2.07% |
$6.32K - $8.6K
|
3.85K
$496K
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
78+ 2.78% |
$6.32K - $8.6K
|
2.88K
$371K
|
|
|
Aug 11, 2022
Q2 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
71+ 2.61% |
$5.75K - $7.83K
|
2.8K
$360K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
70+ 16.2% |
$5.67K - $7.72K
|
502
$64.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
69+ 0.6% |
$5.59K - $7.61K
|
11.5K
$1.49M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
68+ 2.38% |
$5.51K - $7.5K
|
2.92K
$376K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
68+ 88.31% |
$5.51K - $7.5K
|
145
$18.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
67+ 2.72% |
$5.43K - $7.39K
|
2.53K
$326K
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
66+ 2.82% |
$5.35K - $7.28K
|
2.41K
$310K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
60+ 53.1% |
$4.86K - $6.62K
|
173
$22.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
60New |
$4.86K - $6.62K
|
60
$7.73K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
59+ 14.11% |
$4.78K - $6.5K
|
477
$61.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
56+ 1.69% |
$4.54K - $6.17K
|
3.38K
$435K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
53+ 0.18% |
$4.29K - $5.84K
|
29.2K
$3.76M
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
53+ 4.15% |
$4.29K - $5.84K
|
1.33K
$171K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
51+ 0.74% |
$4.13K - $5.62K
|
6.92K
$891K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 5000.0% |
$4.05K - $5.51K
|
51
$6.57K
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
50New |
$4.05K - $5.51K
|
50
$6.44K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
49+ 1.29% |
$3.97K - $5.4K
|
3.86K
$497K
|