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
|
Spire Wealth Management
|
SELL
|
- |
-263- 4.0% |
$21.3K - $29K
|
6.32K
$763K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-265- 4.79% |
$21.5K - $29.2K
|
5.27K
$636K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-266- 37.95% |
$21.6K - $29.3K
|
435
$52.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-268- 5.89% |
$21.7K - $29.5K
|
4.28K
$517K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-275Closed |
$22.3K - $30.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-276- 0.73% |
$22.4K - $30.4K
|
37.4K
$4.52M
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-281- 2.79% |
$22.8K - $31K
|
9.78K
$1.18M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-281- 12.15% |
$22.8K - $31K
|
2.03K
$245K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-282- 16.04% |
$22.8K - $31.1K
|
1.48K
$178K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-288- 1.28% |
$23.3K - $31.8K
|
22.2K
$2.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-290- 3.48% |
$23.5K - $32K
|
8.05K
$973K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-293- 9.91% |
$23.7K - $32.3K
|
2.66K
$322K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-296Closed |
$24K - $32.6K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-300- 8.95% |
$24.3K - $33.1K
|
3.05K
$369K
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-300- 5.55% |
$24.3K - $33.1K
|
5.11K
$617K
|
|
|
Aug 05, 2022
Q2 2022
|
Wilen Investment Management Corp.
|
SELL
|
- |
-300- 1.38% |
$24.3K - $33.1K
|
21.4K
$2.59M
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-305- 5.55% |
$24.7K - $33.6K
|
5.19K
$628K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-305- 0.26% |
$24.7K - $33.6K
|
119K
$14.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-310- 4.72% |
$25.1K - $34.2K
|
6.26K
$756K
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-323- 3.26% |
$26.2K - $35.6K
|
9.58K
$1.16M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-334- 0.33% |
$27.1K - $36.8K
|
102K
$12.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-350- 51.78% |
$28.4K - $38.6K
|
326
$39.4K
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-359- 2.16% |
$29.1K - $39.6K
|
16.3K
$1.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-365- 0.84% |
$29.6K - $40.2K
|
43K
$5.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-366- 0.49% |
$29.7K - $40.4K
|
74.7K
$9.02M
|
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-371- 1.34% |
$30.1K - $40.9K
|
27.3K
$3.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-378- 0.84% |
$30.6K - $41.7K
|
44.7K
$5.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-392Closed |
$31.8K - $43.2K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-400- 2.04% |
$32.4K - $44.1K
|
19.2K
$2.32M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-400- 7.98% |
$32.4K - $44.1K
|
4.61K
$557K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-400- 2.67% |
$32.4K - $44.1K
|
14.6K
$1.76M
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-401- 14.09% |
$32.5K - $44.2K
|
2.44K
$295K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-409- 3.31% |
$33.1K - $45.1K
|
12K
$1.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-410- 4.52% |
$33.2K - $45.2K
|
8.66K
$1.05M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-428- 5.18% |
$34.7K - $47.2K
|
7.83K
$946K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-430- 1.91% |
$34.8K - $47.4K
|
22.1K
$2.67M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-442- 1.73% |
$35.8K - $48.7K
|
25K
$3.03M
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-442- 1.52% |
$35.8K - $48.7K
|
28.6K
$3.45M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-444- 14.79% |
$36K - $49K
|
2.56K
$309K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-450Closed |
$36.5K - $49.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-458- 8.33% |
$37.1K - $50.5K
|
5.04K
$609K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-460- 1.1% |
$37.3K - $50.7K
|
41.3K
$5M
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-466Closed |
$37.8K - $51.4K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-471- 5.64% |
$38.2K - $51.9K
|
7.88K
$952K
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-477- 7.3% |
$38.6K - $52.6K
|
6.06K
$732K
|
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-481- 13.08% |
$39K - $53K
|
3.2K
$386K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-498Closed |
$40.3K - $54.9K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-509- 3.48% |
$41.2K - $56.1K
|
14.1K
$1.71M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-528- 15.26% |
$42.8K - $58.2K
|
2.93K
$354K
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-532- 2.14% |
$43.1K - $58.7K
|
24.4K
$2.94M
|