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 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-540- 0.81% |
$43.8K - $59.5K
|
65.9K
$7.97M
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
SELL
|
- |
-541- 3.51% |
$43.8K - $59.6K
|
14.9K
$1.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-563- 2.21% |
$45.6K - $62.1K
|
24.9K
$3.01M
|
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-576- 2.27% |
$46.7K - $63.5K
|
24.8K
$3M
|
|
|
Jul 26, 2022
Q2 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-580- 0.8% |
$47K - $63.9K
|
71.5K
$8.64M
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-584- 3.79% |
$47.3K - $64.4K
|
14.8K
$1.79M
|
|
|
Jul 29, 2022
Q2 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-590- 0.23% |
$47.8K - $65K
|
257K
$31M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-599- 4.07% |
$48.5K - $66K
|
14.1K
$1.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-601- 9.45% |
$48.7K - $66.3K
|
5.76K
$696K
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-608- 13.04% |
$49.3K - $67K
|
4.06K
$490K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-617- 8.87% |
$50K - $68K
|
6.34K
$766K
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-617- 15.14% |
$50K - $68K
|
3.46K
$418K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-625- 12.8% |
$50.6K - $68.9K
|
4.26K
$514K
|
|
|
Aug 15, 2022
Q2 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-630- 1.38% |
$51K - $69.5K
|
45.1K
$5.45M
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-642- 14.88% |
$52K - $70.8K
|
3.67K
$444K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-646- 10.49% |
$52.3K - $71.2K
|
5.51K
$666K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-647- 9.79% |
$52.4K - $71.3K
|
5.97K
$721K
|
|
|
Aug 11, 2022
Q2 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-656Closed |
$53.1K - $72.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-658- 11.8% |
$53.3K - $72.5K
|
4.92K
$594K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-694- 23.82% |
$56.2K - $76.5K
|
2.22K
$268K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-699- 1.61% |
$56.6K - $77.1K
|
42.8K
$5.18M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-700- 1.41% |
$56.7K - $77.2K
|
49.1K
$5.93M
|
|
|
Aug 04, 2022
Q2 2022
|
Montgomery Investment Management Inc
|
SELL
|
- |
-700- 1.13% |
$56.7K - $77.2K
|
61.2K
$7.39M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-708- 20.49% |
$57.4K - $78.1K
|
2.75K
$332K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-708- 19.99% |
$57.4K - $78.1K
|
2.83K
$342K
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-710- 12.85% |
$57.5K - $78.3K
|
4.82K
$582K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-710- 1.42% |
$57.5K - $78.3K
|
49.2K
$5.95M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-715- 13.36% |
$57.9K - $78.8K
|
4.64K
$560K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-740- 12.86% |
$60K - $81.6K
|
5.01K
$606K
|
|
|
Aug 12, 2022
Q2 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-750- 3.68% |
$60.8K - $82.7K
|
19.6K
$2.37M
|
|
|
Aug 10, 2022
Q2 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-767- 2.98% |
$62.1K - $84.6K
|
25K
$3.02M
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-772- 10.24% |
$62.5K - $85.1K
|
6.77K
$818K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-773- 18.2% |
$62.6K - $85.2K
|
3.47K
$420K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-774- 18.22% |
$62.7K - $85.3K
|
3.47K
$420K
|
|
|
Aug 08, 2022
Q2 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-774- 7.39% |
$62.7K - $85.3K
|
9.71K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-784- 16.74% |
$63.5K - $86.4K
|
3.9K
$471K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-787- 12.05% |
$63.8K - $86.8K
|
5.74K
$694K
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-790- 4.45% |
$64K - $87.1K
|
17K
$2.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-791Closed |
$64.1K - $87.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-794- 6.25% |
$64.3K - $87.5K
|
11.9K
$1.44M
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-797- 13.01% |
$64.6K - $87.9K
|
5.33K
$644K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-798Closed |
$64.7K - $88K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$64.8K - $88.2K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-800- 20.97% |
$64.8K - $88.2K
|
3.02K
$364K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-806- 1.31% |
$65.3K - $88.9K
|
60.9K
$7.36M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-807- 10.63% |
$65.4K - $89K
|
6.78K
$820K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-814- 5.06% |
$66K - $89.7K
|
15.3K
$1.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-816- 9.94% |
$66.1K - $90K
|
7.4K
$894K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-825Closed |
$66.8K - $91K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-838- 2.4% |
$67.9K - $92.4K
|
34K
$4.11M
|