Purchases and Sales Made in Q3 2022 in Phillips 66 (PSX)

PSX Quotes by TradingView

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 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

BUY
 -
287
+ 4.99%
$21.3K - $26.9K
6.04K $729K
Nov 14, 2022 Q3 2022
Exos Tfp Holdings LLC

New York, NY
BUY
 -
287
New
$21.3K - $26.9K
287 $34.7K
Oct 11, 2022 Q3 2022
Columbia Trust CO 01012016

BUY
 -
284
+ 2.76%
$21.1K - $26.6K
10.6K $1.28M
Nov 02, 2022 Q3 2022
Stephens Inc

BUY
 -
283
+ 2.0%
$21K - $26.5K
14.4K $1.74M
Nov 07, 2022 Q3 2022
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
280
+ 10.03%
$20.8K - $26.2K
3.07K $371K
Nov 14, 2022 Q3 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
275
+ 0.07%
$20.4K - $25.7K
387K $46.7M
Nov 10, 2022 Q3 2022
Argent Trust CO

Nashville, TN
BUY
 -
266
+ 4.4%
$19.7K - $24.9K
6.31K $762K
Oct 18, 2022 Q3 2022
Core Alternative Capital

BUY
 -
251
+ 218.26%
$18.6K - $23.5K
366 $44.2K
Nov 01, 2022 Q3 2022
Harbor Investment Advisory, LLC

BUY
 -
247
+ 2.35%
$18.3K - $23.1K
10.8K $1.3M
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
242
+ 4.09%
$17.9K - $22.6K
6.16K $744K
Oct 24, 2022 Q3 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
236
+ 3.95%
$17.5K - $22.1K
6.21K $750K
Oct 24, 2022 Q3 2022
Trust CO Of Vermont

BUY
 -
235
+ 7.93%
$17.4K - $22K
3.2K $387K
Apr 01, 2024 Q3 2022
Azzad Asset Management Inc /Adv

Falls Church, VA
BUY
 -
234
+ 1.3%
$17.4K - $21.9K
18.3K $2.21M
Oct 13, 2022 Q3 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
233
New
$17.3K - $21.8K
233 $28.2K
Nov 10, 2022 Q3 2022
First Eagle Investment Management, LLC

BUY
 -
227
+ 15.6%
$16.8K - $21.2K
1.68K $203K
Nov 14, 2022 Q3 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
226
+ 5.51%
$16.8K - $21.1K
4.32K $522K
Oct 17, 2022 Q3 2022
Gps Wealth Strategies Group, LLC

BUY
 -
225
+ 0.92%
$16.7K - $21.1K
24.7K $2.99M
Nov 09, 2022 Q3 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
225
+ 5.64%
$16.7K - $21.1K
4.21K $509K
Nov 14, 2022 Q3 2022
Wimmer Associates 1, LLC

Pasadena, CA
BUY
 -
225
+ 2.79%
$16.7K - $21.1K
8.28K $1M
Dec 12, 2024 Q3 2022
Heritage Wealth Advisors

BUY
 -
220
+ 51.89%
$16.3K - $20.6K
644 $77.8K
Nov 10, 2022 Q3 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
219
+ 6.29%
$16.2K - $20.5K
3.7K $447K
Oct 14, 2022 Q3 2022
Montecito Bank & Trust

BUY
 -
215
+ 6.05%
$15.9K - $20.1K
3.77K $455K
Oct 25, 2022 Q3 2022
Field & Main Bank

BUY
 -
215
+ 5.6%
$15.9K - $20.1K
4.05K $490K
Nov 10, 2022 Q3 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
215
+ 0.17%
$15.9K - $20.1K
127K $15.4M
Jan 10, 2025 Q3 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
215
+ 0.17%
$15.9K - $20.1K
127K $15.4M
Nov 08, 2022 Q3 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
210
+ 4.76%
$15.6K - $19.6K
4.62K $558K
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
203
+ 1.64%
$15.1K - $19K
12.6K $1.52M
Oct 28, 2022 Q3 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
200
+ 6.0%
$14.8K - $18.7K
3.53K $427K
Nov 22, 2022 Q3 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
197
+ 10.72%
$14.6K - $18.4K
2.03K $246K
Nov 14, 2022 Q3 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
193
+ 0.87%
$14.3K - $18.1K
22.4K $2.71M
Nov 04, 2022 Q3 2022
Independent Advisor Alliance

BUY
 -
192
+ 2.45%
$14.2K - $18K
8.02K $969K
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
190
+ 34.05%
$14.1K - $17.8K
748 $90.4K
Nov 07, 2022 Q3 2022
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
190
+ 2.57%
$14.1K - $17.8K
7.58K $916K
Nov 09, 2022 Q3 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
187
+ 1100.0%
$13.9K - $17.5K
204 $24.6K
Aug 14, 2024 Q3 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
186
+ 1.34%
$13.8K - $17.4K
14.1K $1.7M
Oct 19, 2022 Q3 2022
Insight Folios Inc

BUY
 -
182
+ 4.57%
$13.5K - $17K
4.17K $503K
Nov 09, 2022 Q3 2022
Legacy Financial Advisors, Inc.

BUY
 -
180
+ 3.91%
$13.3K - $16.8K
4.79K $578K
Nov 14, 2022 Q3 2022
Towle & CO

Denver, CO
BUY
 -
180
+ 2.33%
$13.3K - $16.8K
7.92K $957K
Nov 07, 2022 Q3 2022
Caprock Group, Inc.

BUY
 -
176
+ 2.01%
$13.1K - $16.5K
8.93K $1.08M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
176
+ 4.47%
$13.1K - $16.5K
4.12K $497K
Nov 03, 2022 Q3 2022
Sterling Investment Advisors, Ltd.

BUY
 -
175
+ 7.62%
$13K - $16.4K
2.47K $299K
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
174
+ 5.74%
$12.9K - $16.3K
3.21K $387K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
174
+ 38.75%
$12.9K - $16.3K
623 $75.3K
Oct 27, 2022 Q3 2022
Signal Point Asset Management, LLC

BUY
 -
167
+ 4.17%
$12.4K - $15.6K
4.18K $505K
Dec 02, 2022 Q3 2022
Birmingham Capital Management CO Inc/Al

Birmingham, AL
BUY
 -
165
+ 2.31%
$12.2K - $15.4K
7.31K $883K
Nov 09, 2022 Q3 2022
Intrust Bank Na

Wichita, KS
BUY
 -
161
+ 0.89%
$11.9K - $15.1K
18.2K $2.2M
Nov 14, 2022 Q3 2022
Vestcor Inc

Fredericton, A3
BUY
 -
160
+ 1.31%
$11.9K - $15K
12.4K $1.5M
Nov 14, 2022 Q3 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
159
+ 1.02%
$11.8K - $14.9K
15.8K $1.91M
Oct 20, 2022 Q3 2022
Sfmg, LLC

BUY
 -
155
+ 5.23%
$11.5K - $14.5K
3.12K $377K

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