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 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.04K+ 17.12% |
$522K - $658K
|
48.1K
$5.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.03K+ 10.66% |
$521K - $658K
|
73K
$8.91M
|
|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
6.85K+ 12.95% |
$508K - $641K
|
59.8K
$7.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Unigestion Holding Sa
|
BUY
|
- |
6.76KNew |
$501K - $632K
|
6.76K
$825K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.73K+ 20.73% |
$499K - $630K
|
39.2K
$4.79M
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6.73K+ 11.23% |
$499K - $629K
|
66.6K
$8.14M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.72KNew |
$498K - $629K
|
6.72K
$821K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.69K+ 0.91% |
$496K - $626K
|
739K
$90.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.65K+ 11.43% |
$493K - $622K
|
64.8K
$7.92M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.55KNew |
$485K - $613K
|
6.55K
$800K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Management CO
|
BUY
|
- |
6.35KNew |
$471K - $594K
|
6.35K
$776K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.21K+ 65.21% |
$460K - $581K
|
15.7K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
6.21K+ 70.2% |
$460K - $581K
|
15K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
6.16K+ 163.39% |
$457K - $577K
|
9.94K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.09K+ 32.79% |
$452K - $570K
|
24.7K
$3.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.98K+ 34.06% |
$444K - $560K
|
23.6K
$2.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.96K+ 1.01% |
$442K - $557K
|
598K
$73M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.84K+ 126.83% |
$433K - $547K
|
10.5K
$1.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
5.7K+ 6.48% |
$422K - $533K
|
93.6K
$11.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.65K+ 1.16% |
$419K - $528K
|
494K
$60.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
5.51K+ 19.75% |
$409K - $516K
|
33.4K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.31KNew |
$394K - $497K
|
5.31K
$649K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.28K+ 25.86% |
$392K - $494K
|
25.7K
$3.14M
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
5.25K+ 1.01% |
$390K - $492K
|
525K
$64.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
5.2KNew |
$386K - $486K
|
5.2K
$635K
|
|
|
Nov 17, 2022
Q3 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
5.1K+ 0.72% |
$378K - $477K
|
717K
$87.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Torray LLC
|
BUY
|
- |
5.09K+ 4.15% |
$377K - $476K
|
128K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
5.08K+ 14.44% |
$377K - $475K
|
40.2K
$4.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.99K+ 24.31% |
$370K - $467K
|
25.5K
$3.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
4.9K+ 125.71% |
$363K - $458K
|
8.8K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.89K+ 3.15% |
$362K - $457K
|
160K
$19.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
4.88K+ 34.59% |
$362K - $456K
|
19K
$2.32M
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
4.86K+ 17.98% |
$361K - $455K
|
31.9K
$3.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.54K+ 12.76% |
$337K - $425K
|
40.2K
$4.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4.52K+ 7.11% |
$335K - $423K
|
68.1K
$8.31M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.5KNew |
$334K - $421K
|
4.5K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.5K+ 2.29% |
$333K - $421K
|
201K
$24.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.4KNew |
$326K - $412K
|
4.4K
$538K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.39K+ 33.0% |
$325K - $410K
|
17.7K
$2.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.35K+ 2.27% |
$322K - $407K
|
196K
$23.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4.33KNew |
$321K - $405K
|
4.33K
$529K
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4.31K+ 84.42% |
$320K - $403K
|
9.42K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.29KNew |
$318K - $401K
|
4.29K
$524K
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
4.22K+ 0.92% |
$313K - $395K
|
463K
$56.5M
|
|
|
Nov 08, 2022
Q3 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.12K+ 0.74% |
$305K - $385K
|
558K
$68.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.05KNew |
$300K - $379K
|
4.05K
$495K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.02KNew |
$298K - $376K
|
4.02K
$490K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.01K+ 8.95% |
$298K - $376K
|
48.9K
$5.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
4K+ 21.38% |
$297K - $374K
|
22.7K
$2.77M
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4K+ 1.9% |
$296K - $374K
|
214K
$26.2M
|