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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-30- 0.65% |
$2.22K - $2.81K
|
4.61K
$557K
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-32- 96.97% |
$2.37K - $2.99K
|
1
$121
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-34- 5.01% |
$2.52K - $3.18K
|
644
$77.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-34- 3.95% |
$2.52K - $3.18K
|
827
$99.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-35- 0.48% |
$2.6K - $3.27K
|
7.32K
$885K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-36- 0.71% |
$2.67K - $3.37K
|
5.04K
$609K
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-37- 0.56% |
$2.74K - $3.46K
|
6.59K
$796K
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-40- 16.13% |
$2.97K - $3.74K
|
208
$25.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
SELL
|
- |
-40- 0.26% |
$2.97K - $3.74K
|
15.2K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-40- 0.38% |
$2.97K - $3.74K
|
10.4K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-40- 0.47% |
$2.97K - $3.74K
|
8.54K
$1.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-41- 0.09% |
$3.04K - $3.84K
|
45.9K
$5.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-42- 4.76% |
$3.11K - $3.93K
|
841
$102K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-44- 0.65% |
$3.26K - $4.12K
|
6.74K
$814K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-45- 39.13% |
$3.34K - $4.21K
|
70
$8.46K
|
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-46- 0.58% |
$3.41K - $4.3K
|
7.84K
$947K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-46- 0.31% |
$3.41K - $4.3K
|
14.6K
$1.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-50- 0.91% |
$3.71K - $4.68K
|
5.43K
$656K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-53- 5.69% |
$3.93K - $4.96K
|
878
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-55- 1.12% |
$4.08K - $5.15K
|
4.86K
$587K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-55- 84.62% |
$4.08K - $5.15K
|
10
$1.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-57- 1.34% |
$4.23K - $5.33K
|
4.2K
$508K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-59- 13.56% |
$4.38K - $5.52K
|
376
$45.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-60- 1.85% |
$4.45K - $5.61K
|
3.19K
$386K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-60- 1.3% |
$4.45K - $5.61K
|
4.55K
$550K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-60- 0.99% |
$4.45K - $5.61K
|
6.03K
$729K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-62- 0.96% |
$4.6K - $5.8K
|
6.41K
$775K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-64- 0.92% |
$4.75K - $5.99K
|
6.86K
$829K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-66- 2.36% |
$4.89K - $6.18K
|
2.74K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-67- 0.49% |
$4.97K - $6.27K
|
13.7K
$1.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-68- 2.55% |
$5.04K - $6.36K
|
2.6K
$314K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-68- 46.9% |
$5.04K - $6.36K
|
77
$9.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-69- 1.22% |
$5.12K - $6.46K
|
5.59K
$676K
|
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-71- 2.54% |
$5.27K - $6.64K
|
2.73K
$329K
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-72- 1.25% |
$5.34K - $6.74K
|
5.69K
$687K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-74- 2.44% |
$5.49K - $6.92K
|
2.96K
$358K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-75- 15.92% |
$5.56K - $7.02K
|
396
$47.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-77- 2.11% |
$5.71K - $7.2K
|
3.58K
$432K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-80Closed |
$5.93K - $7.49K
|
0
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-82- 2.11% |
$6.08K - $7.67K
|
3.81K
$460K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-83- 1.2% |
$6.16K - $7.77K
|
6.83K
$826K
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-84- 0.34% |
$6.23K - $7.86K
|
24.3K
$2.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-84- 0.43% |
$6.23K - $7.86K
|
19.7K
$2.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-88- 0.29% |
$6.53K - $8.23K
|
30.2K
$3.65M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-88- 1.82% |
$6.53K - $8.23K
|
4.75K
$574K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-91- 13.79% |
$6.75K - $8.51K
|
569
$68.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-95- 0.37% |
$7.05K - $8.89K
|
25.6K
$3.09M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-96- 86.49% |
$7.12K - $8.98K
|
15
$1.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-96- 0.47% |
$7.12K - $8.98K
|
20.5K
$2.47M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-97- 0.9% |
$7.19K - $9.08K
|
10.7K
$1.29M
|