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 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-387- 4.43% |
$28.7K - $36.2K
|
8.35K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-393- 4.39% |
$29.1K - $36.8K
|
8.56K
$1.03M
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-400- 12.92% |
$29.7K - $37.4K
|
2.7K
$326K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-400- 5.81% |
$29.7K - $37.4K
|
6.49K
$784K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-405- 0.7% |
$30K - $37.9K
|
57.5K
$6.95M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-406- 3.61% |
$30.1K - $38K
|
10.8K
$1.31M
|
|
|
Oct 24, 2022
Q3 2022
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-410- 13.6% |
$30.4K - $38.4K
|
2.61K
$315K
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
SELL
|
- |
-425- 14.28% |
$31.5K - $39.8K
|
2.55K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-427- 1.18% |
$31.7K - $40K
|
35.7K
$4.32M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-430- 1.88% |
$31.9K - $40.2K
|
22.4K
$2.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-431- 2.6% |
$32K - $40.3K
|
16.2K
$1.95M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-433- 11.85% |
$32.1K - $40.5K
|
3.22K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-450Closed |
$33.4K - $42.1K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-457- 4.42% |
$33.9K - $42.8K
|
9.89K
$1.19M
|
|
|
Oct 24, 2022
Q3 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-458- 10.39% |
$34K - $42.9K
|
3.95K
$477K
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
SELL
|
- |
-465- 16.21% |
$34.5K - $43.5K
|
2.4K
$290K
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-471- 9.59% |
$34.9K - $44.1K
|
4.44K
$537K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-485- 1.05% |
$36K - $45.4K
|
45.6K
$5.51M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-491- 1.96% |
$36.4K - $45.9K
|
24.6K
$2.97M
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-500- 13.57% |
$37.1K - $46.8K
|
3.18K
$385K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-500- 3.24% |
$37.1K - $46.8K
|
14.9K
$1.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-500- 3.7% |
$37.1K - $46.8K
|
13K
$1.57M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-506- 9.6% |
$37.5K - $47.3K
|
4.76K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-516- 41.05% |
$38.3K - $48.3K
|
741
$89.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-541- 0.6% |
$40.1K - $50.6K
|
89.4K
$10.8M
|
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-542- 1.41% |
$40.2K - $50.7K
|
38K
$4.59M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-561- 2.36% |
$41.6K - $52.5K
|
23.2K
$2.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-561- 11.66% |
$41.6K - $52.5K
|
4.25K
$514K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-566- 73.89% |
$42K - $53K
|
200
$24.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-578- 1.96% |
$42.9K - $54.1K
|
28.9K
$3.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-594- 11.15% |
$44.1K - $55.6K
|
4.73K
$572K
|
|
|
Nov 14, 2022
Q3 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-600- 25.91% |
$44.5K - $56.1K
|
1.72K
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-605- 1.76% |
$44.9K - $56.6K
|
33.8K
$4.09M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-622- 0.79% |
$46.1K - $58.2K
|
77.6K
$9.38M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-626- 3.73% |
$46.4K - $58.6K
|
16.2K
$1.95M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-636- 7.67% |
$47.2K - $59.5K
|
7.66K
$926K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-667- 0.91% |
$49.5K - $62.4K
|
72.4K
$8.75M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-728- 15.82% |
$54K - $68.1K
|
3.88K
$468K
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-730- 9.38% |
$54.1K - $68.3K
|
7.05K
$852K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-741- 15.42% |
$55K - $69.3K
|
4.07K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-743- 16.92% |
$55.1K - $69.5K
|
3.65K
$441K
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-761- 6.36% |
$56.4K - $71.2K
|
11.2K
$1.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-766- 1.33% |
$56.8K - $71.7K
|
56.8K
$6.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-777- 3.45% |
$57.6K - $72.7K
|
21.8K
$2.63M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-777Closed |
$57.6K - $72.7K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-787- 16.1% |
$58.4K - $73.6K
|
4.1K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-800- 0.55% |
$59.3K - $74.9K
|
145K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-814- 6.8% |
$60.4K - $76.2K
|
11.1K
$1.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-848- 2.25% |
$62.9K - $79.3K
|
36.9K
$4.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-855- 4.35% |
$63.4K - $80K
|
18.8K
$2.27M
|