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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
7+ 0.12% |
$567 - $772
|
5.91K
$722K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.88% |
$486 - $662
|
687
$83.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6New |
$486 - $662
|
6
$733
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6New |
$486 - $662
|
6
$733
|
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5+ 0.18% |
$405 - $551
|
2.74K
$334K
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.03% |
$405 - $551
|
19.1K
$2.34M
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.11% |
$405 - $551
|
4.57K
$558K
|
|
|
Aug 10, 2022
Q2 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
5+ 0.34% |
$405 - $551
|
1.46K
$178K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 9.26% |
$405 - $551
|
59
$7.21K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$324 - $441
|
8.55K
$1.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.75% |
$324 - $441
|
534
$65.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
4New |
$324 - $441
|
4
$489
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4+ 0.01% |
$324 - $441
|
42.9K
$5.24M
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.08% |
$324 - $441
|
5.19K
$634K
|
|
|
Aug 08, 2022
Q2 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.62% |
$324 - $441
|
650
$79.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4+ 0.12% |
$324 - $441
|
3.25K
$397K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.33% |
$243 - $331
|
915
$112K
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3New |
$243 - $331
|
3
$366
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3+ 0.09% |
$243 - $331
|
3.33K
$407K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3+ 0.05% |
$243 - $331
|
6.52K
$796K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 1.24% |
$162 - $221
|
163
$19.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$162 - $221
|
9.21K
$1.12M
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
2+ 0.13% |
$162 - $221
|
1.51K
$184K
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.01% |
$162 - $221
|
16.7K
$2.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$162 - $221
|
2.82K
$344K
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.08% |
$162 - $221
|
2.44K
$298K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$81 - $110
|
2.75K
$336K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1+ 0.29% |
$81 - $110
|
351
$42.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 4.76% |
$81 - $110
|
22
$2.69K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1+ 0.01% |
$81 - $110
|
9.68K
$1.18M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.63% |
$81 - $110
|
159
$19.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1+ 0.02% |
$81 - $110
|
6.09K
$744K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.03% |
$81 - $110
|
3.1K
$378K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.0% |
$81 - $110
|
55K
$6.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1- 0.19% |
$81 - $110
|
534
$65.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-1Closed |
$81 - $110
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2- 0.04% |
$162 - $221
|
5.24K
$640K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-3- 0.06% |
$243 - $331
|
4.69K
$573K
|
|
|
Aug 01, 2022
Q2 2022
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-5- 0.09% |
$405 - $551
|
5.75K
$702K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-5- 0.08% |
$405 - $551
|
6.2K
$757K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6- 0.15% |
$486 - $662
|
4.01K
$490K
|
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6- -0.0% |
$486 - $662
|
134K
$16.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6- 0.29% |
$486 - $662
|
2.04K
$249K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-8- 0.12% |
$648 - $882
|
6.6K
$806K
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-10- 0.18% |
$810 - $1.1K
|
5.48K
$669K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10- 2.06% |
$810 - $1.1K
|
475
$58K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10- 0.01% |
$810 - $1.1K
|
71.6K
$8.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10- 0.1% |
$810 - $1.1K
|
10.3K
$1.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.13% |
$810 - $1.1K
|
7.4K
$904K
|