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 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.47KClosed |
$362K - $492K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.5K- 9.32% |
$365K - $497K
|
43.8K
$5.65M
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-4.67KClosed |
$378K - $515K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.75K- 44.32% |
$385K - $524K
|
5.97K
$769K
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-4.79KClosed |
$388K - $529K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.81KClosed |
$389K - $530K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.88K- 26.79% |
$395K - $538K
|
13.3K
$1.72M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.88K- 26.79% |
$395K - $538K
|
13.3K
$1.72M
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-4.96K- 14.84% |
$402K - $547K
|
28.5K
$3.67M
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-5K- 2.13% |
$405K - $551K
|
229K
$29.5M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.24K- 17.4% |
$425K - $578K
|
24.9K
$3.21M
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-5.26KClosed |
$426K - $580K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.29K- 26.47% |
$429K - $583K
|
14.7K
$1.89M
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-5.39K- 13.95% |
$437K - $594K
|
33.2K
$4.28M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-5.46K- 20.63% |
$442K - $602K
|
21K
$2.71M
|
|
Aug 16, 2022
Q2 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-5.46KClosed |
$443K - $602K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-5.5K- 10.26% |
$446K - $606K
|
48.1K
$6.2M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.54K- 54.6% |
$449K - $611K
|
4.61K
$593K
|
|
Aug 15, 2022
Q2 2022
|
Sandia Investment Management LP
Boston, MA |
SELL
|
- |
-5.6KClosed |
$454K - $617K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-5.68K- 9.13% |
$460K - $626K
|
56.6K
$7.29M
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.73K- 34.39% |
$464K - $632K
|
10.9K
$1.41M
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-5.89K- 6.14% |
$477K - $649K
|
90K
$11.6M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.01K- 0.81% |
$487K - $663K
|
732K
$94.3M
|
|
Aug 03, 2022
Q2 2022
|
Candriam S.C.A.
|
SELL
|
- |
-6.14K- 15.11% |
$498K - $677K
|
34.5K
$4.45M
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-6.23KClosed |
$505K - $687K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-6.26K- 12.13% |
$507K - $690K
|
45.3K
$5.84M
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-6.3K- 6.28% |
$510K - $694K
|
94K
$12.1M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6.5K- 22.92% |
$527K - $717K
|
21.9K
$2.82M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.9K- 2.75% |
$559K - $761K
|
244K
$31.4M
|
|
Aug 09, 2022
Q2 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-7.24K- 38.45% |
$587K - $798K
|
11.6K
$1.49M
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-7.25K- 27.49% |
$588K - $800K
|
19.1K
$2.46M
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-7.26K- 6.0% |
$588K - $800K
|
114K
$14.6M
|
|
Aug 15, 2022
Q2 2022
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-7.42KClosed |
$601K - $818K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-7.45KClosed |
$604K - $821K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-7.5K- 7.86% |
$607K - $827K
|
87.9K
$11.3M
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-7.74K- 81.95% |
$627K - $853K
|
1.7K
$220K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.82K- 33.32% |
$633K - $862K
|
15.6K
$2.02M
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-7.94KClosed |
$643K - $875K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-7.97K- 24.63% |
$646K - $879K
|
24.4K
$3.14M
|
|
Aug 09, 2022
Q2 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-7.99K- 3.11% |
$647K - $880K
|
249K
$32.1M
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
SELL
|
- |
-8.08K- 34.78% |
$654K - $890K
|
15.1K
$1.95M
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-8.1K- 19.62% |
$657K - $893K
|
33.2K
$4.28M
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-8.13K- 25.83% |
$658K - $896K
|
23.3K
$3.01M
|
|
Aug 10, 2022
Q2 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-8.15K- 64.89% |
$660K - $898K
|
4.41K
$568K
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8.41K- 97.68% |
$681K - $927K
|
200
$25.8K
|
|
Aug 10, 2022
Q2 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-8.43K- 8.96% |
$683K - $930K
|
85.7K
$11M
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.64K- 10.23% |
$700K - $952K
|
75.8K
$9.76M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.67K- 12.72% |
$703K - $956K
|
59.5K
$7.67M
|
|
Aug 10, 2022
Q2 2022
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-8.75K- 19.91% |
$709K - $964K
|
35.2K
$4.53M
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-9.12K- 8.52% |
$739K - $1.01M
|
98K
$12.6M
|