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 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-11- 0.09% |
$891 - $1.21K
|
12.7K
$1.56M
|
|
|
Aug 17, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-11- 0.03% |
$891 - $1.21K
|
33.2K
$4.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-11- 1.26% |
$891 - $1.21K
|
861
$105K
|
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-12- 0.16% |
$972 - $1.32K
|
7.39K
$903K
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-12- 0.14% |
$972 - $1.32K
|
8.4K
$1.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-13- 0.35% |
$1.05K - $1.43K
|
3.67K
$448K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-14- 0.17% |
$1.13K - $1.54K
|
8.43K
$1.03M
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-15- 0.37% |
$1.22K - $1.65K
|
4.09K
$500K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-18- 0.69% |
$1.46K - $1.98K
|
2.6K
$318K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-18- 0.37% |
$1.46K - $1.98K
|
4.91K
$600K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-18Closed |
$1.46K - $1.98K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-20- 0.58% |
$1.62K - $2.21K
|
3.44K
$420K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-20- 15.27% |
$1.62K - $2.21K
|
111
$13.6K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 2.61% |
$1.62K - $2.21K
|
746
$91.1K
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-21Closed |
$1.7K - $2.32K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-22- 16.18% |
$1.78K - $2.43K
|
114
$13.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-23- 0.97% |
$1.86K - $2.54K
|
2.35K
$287K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-23- 2.98% |
$1.86K - $2.54K
|
748
$91.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-25- 0.63% |
$2.03K - $2.76K
|
3.92K
$479K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-25- 5.25% |
$2.03K - $2.76K
|
451
$55.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-27- 0.58% |
$2.19K - $2.98K
|
4.64K
$567K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-28- 0.36% |
$2.27K - $3.09K
|
7.81K
$954K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-28- 1.03% |
$2.27K - $3.09K
|
2.7K
$329K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-29- 2.16% |
$2.35K - $3.2K
|
1.31K
$160K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-29- 1.42% |
$2.35K - $3.2K
|
2.02K
$247K
|
|
|
Jul 20, 2022
Q2 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-31Closed |
$2.51K - $3.42K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-32- 1.2% |
$2.59K - $3.53K
|
2.63K
$322K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-34- 0.52% |
$2.75K - $3.75K
|
6.55K
$800K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-38- 1.01% |
$3.08K - $4.19K
|
3.73K
$456K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-38- 4.07% |
$3.08K - $4.19K
|
896
$109K
|
|
|
Jul 20, 2022
Q2 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-40- 0.13% |
$3.24K - $4.41K
|
30.3K
$3.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-41- 0.42% |
$3.32K - $4.52K
|
9.67K
$1.18M
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-41- 3.6% |
$3.32K - $4.52K
|
1.1K
$134K
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-44- 5.55% |
$3.56K - $4.85K
|
749
$91.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-45- 7.64% |
$3.65K - $4.96K
|
544
$66.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-45- 0.38% |
$3.65K - $4.96K
|
11.7K
$1.43M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-48- 0.26% |
$3.89K - $5.29K
|
18.4K
$2.25M
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-48- 18.53% |
$3.89K - $5.29K
|
211
$25.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-49- 1.23% |
$3.97K - $5.4K
|
3.94K
$481K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 2.75% |
$4.05K - $5.51K
|
1.77K
$216K
|
|
|
Jul 15, 2022
Q2 2022
|
Foundation Resource Management Inc
|
SELL
|
- |
-50- 0.07% |
$4.05K - $5.51K
|
66.9K
$8.17M
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-50- 1.9% |
$4.05K - $5.51K
|
2.58K
$315K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-50Closed |
$4.05K - $5.51K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-50- 2.0% |
$4.05K - $5.51K
|
2.45K
$299K
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-50- 1.92% |
$4.05K - $5.51K
|
2.55K
$311K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-57- 0.85% |
$4.62K - $6.28K
|
6.64K
$811K
|
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-60- 0.66% |
$4.86K - $6.62K
|
9.1K
$1.11M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-62Closed |
$5.02K - $6.84K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
SELL
|
- |
-63- 1.75% |
$5.1K - $6.95K
|
3.53K
$431K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-63- 1.75% |
$5.1K - $6.95K
|
3.53K
$431K
|