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 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
25+ 0.32% |
$1.85K - $2.34K
|
7.77K
$949K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
22+ 0.27% |
$1.63K - $2.06K
|
8.05K
$984K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21+ 8.4% |
$1.56K - $1.96K
|
271
$33.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
21+ 1.53% |
$1.56K - $1.96K
|
1.39K
$170K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
19+ 0.78% |
$1.41K - $1.78K
|
2.47K
$301K
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
16+ 0.43% |
$1.19K - $1.5K
|
3.7K
$452K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 5.62% |
$1.11K - $1.4K
|
282
$34.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.39% |
$1.04K - $1.31K
|
3.58K
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
13+ 21.67% |
$964 - $1.22K
|
73
$8.92K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12+ 0.11% |
$890 - $1.12K
|
10.7K
$1.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
11+ 0.4% |
$816 - $1.03K
|
2.75K
$336K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
11+ 0.24% |
$816 - $1.03K
|
4.62K
$564K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.28% |
$816 - $1.03K
|
3.89K
$475K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.06% |
$742 - $936
|
17.4K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
10+ 3.08% |
$742 - $936
|
335
$40.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9+ 0.12% |
$667 - $842
|
7.41K
$905K
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
9+ 0.12% |
$667 - $842
|
7.79K
$952K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
8+ 0.03% |
$593 - $749
|
28.6K
$3.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
8+ 0.16% |
$593 - $749
|
5.11K
$624K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 1.02% |
$519 - $655
|
694
$84.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7+ 0.04% |
$519 - $655
|
19.1K
$2.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7+ 2.38% |
$519 - $655
|
301
$36.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6+ 0.11% |
$445 - $561
|
5.28K
$645K
|
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6+ 0.02% |
$445 - $561
|
27.4K
$3.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.12% |
$445 - $561
|
540
$66K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6+ 0.14% |
$445 - $561
|
4.31K
$526K
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6New |
$445 - $561
|
6
$733
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
6+ 0.1% |
$445 - $561
|
5.92K
$723K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 1.11% |
$371 - $468
|
455
$55.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.44% |
$297 - $374
|
919
$112K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$297 - $374
|
8.56K
$1.05M
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
BUY
|
- |
4+ 0.12% |
$297 - $374
|
3.32K
$406K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4+ 0.2% |
$297 - $374
|
2.02K
$247K
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4+ 0.12% |
$297 - $374
|
3.26K
$398K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.55% |
$222 - $281
|
547
$66.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.83% |
$222 - $281
|
365
$44.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3+ 0.06% |
$222 - $281
|
4.92K
$601K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$148 - $187
|
8.48K
$1.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.66% |
$148 - $187
|
305
$37.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2+ 0.06% |
$148 - $187
|
3.54K
$433K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2+ 0.06% |
$148 - $187
|
3.33K
$407K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$74.2 - $93.6
|
2.75K
$336K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.63% |
$74.2 - $93.6
|
160
$19.5K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
1+ 0.02% |
$74.2 - $93.6
|
5.2K
$635K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.04% |
$74.2 - $93.6
|
2.76K
$338K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.47% |
$74.2 - $93.6
|
69
$8.43K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.11% |
$74.2 - $93.6
|
897
$110K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
BUY
|
- |
1+ 0.46% |
$74.2 - $93.6
|
218
$26.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$74.2 - $93.6
|
9.21K
$1.12M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.71% |
$74.2 - $93.6
|
142
$17.3K
|