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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-847- 18.28% |
$68.6K - $93.4K
|
3.79K
$457K
|
|
|
Jul 11, 2022
Q2 2022
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-850- 0.75% |
$68.9K - $93.7K
|
113K
$13.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-881- 20.41% |
$71.4K - $97.1K
|
3.44K
$415K
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-894- 17.6% |
$72.4K - $98.6K
|
4.19K
$506K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-900- 17.21% |
$72.9K - $99.2K
|
4.33K
$523K
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-925- 7.84% |
$74.9K - $102K
|
10.9K
$1.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-948- 4.46% |
$76.8K - $105K
|
20.3K
$2.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-964- 3.05% |
$78.1K - $106K
|
30.7K
$3.71M
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-981- 2.31% |
$79.5K - $108K
|
41.6K
$5.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-989Closed |
$80.1K - $109K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-998- 20.28% |
$80.9K - $110K
|
3.92K
$474K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-999- 6.75% |
$80.9K - $110K
|
13.8K
$1.67M
|
|
|
Jul 11, 2022
Q2 2022
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1K- 5.17% |
$81K - $110K
|
18.4K
$2.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.01K- 0.93% |
$81.5K - $111K
|
107K
$12.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.04K- 18.7% |
$83.9K - $114K
|
4.5K
$544K
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
SELL
|
- |
-1.09K- 6.65% |
$88.1K - $120K
|
15.3K
$1.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.1K- 4.41% |
$89.3K - $121K
|
23.9K
$2.89M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.1K- 4.41% |
$89.3K - $121K
|
23.9K
$2.89M
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.11K- 20.17% |
$89.9K - $122K
|
4.39K
$530K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.12K- 3.13% |
$90.9K - $124K
|
34.8K
$4.2M
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.17K- 0.79% |
$94.4K - $128K
|
146K
$17.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.17K- 19.41% |
$94.6K - $129K
|
4.84K
$585K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.17K- 13.38% |
$95K - $129K
|
7.59K
$917K
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.18K- 17.23% |
$95.4K - $130K
|
5.66K
$684K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.19K- 66.15% |
$96.6K - $131K
|
610
$73.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.21K- 0.92% |
$97.7K - $133K
|
130K
$15.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.22K- 4.82% |
$99.1K - $135K
|
24.2K
$2.92M
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.23K- 25.29% |
$99.6K - $135K
|
3.63K
$439K
|
|
|
Aug 12, 2022
Q2 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-1.23K- 20.37% |
$99.7K - $136K
|
4.81K
$581K
|
|
|
Aug 09, 2022
Q2 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.23K- 20.37% |
$99.7K - $136K
|
4.81K
$581K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.25KClosed |
$101K - $138K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.25K- 10.31% |
$102K - $138K
|
10.9K
$1.32M
|
|
|
Aug 11, 2022
Q2 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.26K- 1.05% |
$102K - $139K
|
119K
$14.4M
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.27K- 78.52% |
$103K - $140K
|
348
$42K
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.28K- 7.01% |
$104K - $141K
|
17K
$2.05M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.28K- 20.98% |
$104K - $141K
|
4.83K
$584K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.29KClosed |
$104K - $142K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.3K- 4.77% |
$105K - $143K
|
25.9K
$3.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.3K- 35.95% |
$105K - $143K
|
2.32K
$280K
|
|
|
Aug 12, 2022
Q2 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-1.35K- 4.0% |
$110K - $149K
|
32.5K
$3.93M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.4KClosed |
$113K - $154K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.48K- 3.16% |
$120K - $163K
|
45.3K
$5.48M
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 0.71% |
$122K - $165K
|
210K
$25.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.51K- 10.51% |
$122K - $166K
|
12.8K
$1.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.55KClosed |
$125K - $170K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.55K- 4.76% |
$125K - $171K
|
31K
$3.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.59K- 19.07% |
$128K - $175K
|
6.73K
$813K
|
|
|
Jul 28, 2022
Q2 2022
|
Hendley & CO Inc
|
SELL
|
- |
-1.65K- 3.18% |
$134K - $182K
|
50.2K
$6.07M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.67K- 5.52% |
$135K - $184K
|
28.6K
$3.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.69K- 10.42% |
$137K - $186K
|
14.5K
$1.75M
|