Purchases and Sales Made in Q3 2022 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
BUY
|
- |
475+ 14.6% |
$35.2K - $44.4K
|
3.73K
$455K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
475+ 2.26% |
$35.2K - $44.4K
|
21.5K
$2.62M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
467+ 11.34% |
$34.6K - $43.7K
|
4.58K
$560K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
460+ 2.94% |
$34.1K - $43K
|
16.1K
$1.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
450+ 0.39% |
$33.4K - $42.1K
|
116K
$14.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
440+ 1.96% |
$32.6K - $41.2K
|
22.9K
$2.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
436+ 1.65% |
$32.3K - $40.8K
|
26.8K
$3.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
435+ 14.53% |
$32.3K - $40.7K
|
3.43K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
434+ 41.61% |
$32.2K - $40.6K
|
1.48K
$180K
|
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
429+ 2.53% |
$31.8K - $40.1K
|
17.4K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
426+ 0.97% |
$31.6K - $39.9K
|
44.3K
$5.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
411New |
$30.5K - $38.5K
|
411
$50.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.47% |
$29.7K - $37.4K
|
86.2K
$10.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
380+ 2.19% |
$28.2K - $35.6K
|
17.7K
$2.17M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
375+ 0.84% |
$27.8K - $35.1K
|
45.1K
$5.51M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
373+ 7.22% |
$27.7K - $34.9K
|
5.54K
$676K
|
|
|
Nov 15, 2022
Q3 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
366+ 2.51% |
$27.1K - $34.2K
|
14.9K
$1.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
364+ 0.85% |
$27K - $34.1K
|
43.2K
$5.28M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
363+ 17.82% |
$26.9K - $34K
|
2.4K
$293K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
357+ 6.56% |
$26.5K - $33.4K
|
5.8K
$709K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
355+ 48.1% |
$26.3K - $33.2K
|
1.09K
$134K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
353+ 0.82% |
$26.2K - $33K
|
43.4K
$5.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
352+ 9.97% |
$26.1K - $32.9K
|
3.88K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
352+ 4.4% |
$26.1K - $32.9K
|
8.35K
$1.02M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
350+ 1250.0% |
$26K - $32.7K
|
378
$46.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
345+ 4.74% |
$25.6K - $32.3K
|
7.63K
$932K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
342+ 6.21% |
$25.4K - $32K
|
5.85K
$715K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
339+ 4.14% |
$25.1K - $31.7K
|
8.52K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
339+ 0.63% |
$25.1K - $31.7K
|
53.9K
$6.58M
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
337+ 70.65% |
$25K - $31.5K
|
814
$99.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
335+ 7.13% |
$24.8K - $31.3K
|
5.03K
$615K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
333+ 12.8% |
$24.7K - $31.2K
|
2.94K
$359K
|
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
BUY
|
- |
332+ 1.62% |
$24.6K - $31.1K
|
20.9K
$2.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
332+ 0.56% |
$24.6K - $31.1K
|
59.6K
$7.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
327+ 12.94% |
$24.3K - $30.6K
|
2.86K
$349K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
317+ 2.2% |
$23.5K - $29.7K
|
14.7K
$1.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
315+ 3.14% |
$23.4K - $29.5K
|
10.4K
$1.26M
|
|
|
Sep 08, 2023
Q3 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
306+ 2.57% |
$22.7K - $28.6K
|
12.2K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
305+ 11.45% |
$22.6K - $28.5K
|
2.97K
$363K
|
|
|
Nov 03, 2022
Q3 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
301+ 5.25% |
$22.3K - $28.2K
|
6.03K
$737K
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
300New |
$22.2K - $28.1K
|
300
$36.6K
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.98% |
$22.2K - $28.1K
|
30.8K
$3.76M
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
300+ 2.73% |
$22.2K - $28.1K
|
11.3K
$1.38M
|
|
|
Nov 15, 2022
Q3 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
299+ 1.2% |
$22.2K - $28K
|
25.3K
$3.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
296+ 24.22% |
$22K - $27.7K
|
1.52K
$185K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
296+ 17.37% |
$22K - $27.7K
|
2K
$244K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
296+ 5.8% |
$22K - $27.7K
|
5.4K
$659K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
291+ 19.54% |
$21.6K - $27.2K
|
1.78K
$217K
|
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
291+ 0.18% |
$21.6K - $27.2K
|
160K
$19.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
291+ 7.63% |
$21.6K - $27.2K
|
4.1K
$501K
|