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 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-2.49K- 18.65% |
$202K - $275K
|
10.9K
$1.31M
|
|
|
Jul 27, 2022
Q2 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.5KClosed |
$203K - $276K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.54KClosed |
$206K - $280K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.54KClosed |
$206K - $280K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.56KClosed |
$207K - $282K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.57KClosed |
$208K - $284K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-2.59KClosed |
$210K - $286K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.6K- 65.85% |
$211K - $287K
|
1.35K
$163K
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.7KClosed |
$219K - $298K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.71K- 41.24% |
$220K - $299K
|
3.87K
$467K
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.73KClosed |
$221K - $300K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-2.74K- 24.0% |
$222K - $302K
|
8.69K
$1.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.77K- 18.28% |
$225K - $306K
|
12.4K
$1.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Scp Investment, LP
|
SELL
|
- |
-2.8KClosed |
$227K - $309K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.8KClosed |
$227K - $309K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.84K- 5.01% |
$230K - $313K
|
53.8K
$6.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.84K- 7.47% |
$230K - $313K
|
35.2K
$4.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.87K- 35.99% |
$232K - $316K
|
5.1K
$616K
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-2.9KClosed |
$235K - $320K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.9K- 2.92% |
$235K - $320K
|
96.6K
$11.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.93K- 79.95% |
$237K - $323K
|
734
$88.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.96K- 51.52% |
$240K - $326K
|
2.78K
$336K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.97K- 75.53% |
$240K - $327K
|
961
$116K
|
|
|
Jul 15, 2022
Q2 2022
|
Meyer Handelman CO
|
SELL
|
- |
-3K- 5.64% |
$243K - $331K
|
50.2K
$6.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.01K- 56.44% |
$244K - $331K
|
2.32K
$280K
|
|
|
Aug 02, 2022
Q2 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-3.01KClosed |
$244K - $332K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Oak Thistle LLC
|
SELL
|
- |
-3.02KClosed |
$244K - $332K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Sws Partners
|
SELL
|
- |
-3.06K- 10.33% |
$248K - $338K
|
26.6K
$3.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.13K- 32.06% |
$253K - $345K
|
6.62K
$800K
|
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-3.16KClosed |
$256K - $349K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3.17KClosed |
$257K - $349K
|
0
$0
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3.19K- 6.52% |
$259K - $352K
|
45.8K
$5.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-3.22K- 9.64% |
$261K - $355K
|
30.1K
$3.64M
|
|
|
Jul 29, 2022
Q2 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-3.23KClosed |
$261K - $356K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.31K- 3.47% |
$268K - $364K
|
91.8K
$11.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.34K- 3.25% |
$271K - $368K
|
99.6K
$12M
|
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-3.35K- 51.9% |
$271K - $369K
|
3.1K
$375K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.35K- 8.73% |
$272K - $370K
|
35.1K
$4.24M
|
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
SELL
|
- |
-3.37K- 24.52% |
$273K - $371K
|
10.4K
$1.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-3.38K- 2.1% |
$274K - $373K
|
157K
$19M
|
|
|
Aug 12, 2022
Q2 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-3.4K- 51.31% |
$275K - $375K
|
3.23K
$390K
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3.4KClosed |
$275K - $375K
|
0
$0
|
|
|
Feb 07, 2023
Q2 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-3.42K- 10.38% |
$277K - $377K
|
29.5K
$3.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.59K- 41.35% |
$291K - $396K
|
5.1K
$616K
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3.71K- 20.83% |
$301K - $409K
|
14.1K
$1.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.85KClosed |
$312K - $425K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.09K- 18.87% |
$331K - $450K
|
17.6K
$2.12M
|
|
|
Jul 28, 2022
Q2 2022
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-4.12K- 17.19% |
$333K - $454K
|
19.8K
$2.39M
|
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-4.31K- 78.11% |
$349K - $475K
|
1.21K
$146K
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-4.38K- 31.87% |
$355K - $483K
|
9.37K
$1.13M
|