Purchases and Sales Made in Q4 2022 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.21K+ 5.7% |
$103K - $136K
|
22.5K
$2.74M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.2K+ 30.4% |
$102K - $135K
|
5.16K
$630K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.2KNew |
$101K - $135K
|
1.2K
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.2K+ 4.47% |
$101K - $135K
|
28K
$3.42M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.19KNew |
$101K - $134K
|
1.19K
$146K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.19K+ 0.61% |
$100K - $133K
|
196K
$23.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.18K+ 13.29% |
$99.4K - $132K
|
10K
$1.22M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
1.17K+ 1.94% |
$99.2K - $132K
|
61.6K
$7.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.16KNew |
$98.2K - $130K
|
1.16K
$142K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.16K+ 1.97% |
$98.1K - $130K
|
60.2K
$7.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.15K+ 6.32% |
$97.4K - $129K
|
19.4K
$2.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.15K+ 1.24% |
$97.4K - $129K
|
94K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.13K+ 24.39% |
$95.2K - $126K
|
5.74K
$702K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
1.11K+ 13.68% |
$93.5K - $124K
|
9.18K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.1K+ 3.05% |
$93.1K - $124K
|
37.2K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.1K+ 11.64% |
$93K - $124K
|
10.6K
$1.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.09KNew |
$92.5K - $123K
|
1.09K
$134K
|
|
|
Jan 31, 2023
Q4 2022
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
1.09K+ 0.88% |
$92.2K - $122K
|
126K
$15.3M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 0.47% |
$91.9K - $122K
|
231K
$28.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.08K+ 2.65% |
$91.2K - $121K
|
41.8K
$5.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$89.9K - $119K
|
1.06K
$130K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.06K+ 3.16% |
$89.5K - $119K
|
34.5K
$4.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.06KNew |
$89.3K - $119K
|
1.06K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.05K+ 11.26% |
$88.6K - $118K
|
10.4K
$1.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
1.03K+ 4.21% |
$87.5K - $116K
|
25.6K
$3.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.03K+ 21.6% |
$87.5K - $116K
|
5.82K
$711K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1K+ 10.87% |
$84.6K - $112K
|
10.2K
$1.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
981+ 8.84% |
$83K - $110K
|
12.1K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
932+ 138.48% |
$78.8K - $105K
|
1.61K
$196K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
929+ 1.47% |
$78.6K - $104K
|
64K
$7.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
926+ 1.39% |
$78.3K - $104K
|
67.5K
$8.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
925+ 1.64% |
$78.2K - $104K
|
57.3K
$7M
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
923+ 3.76% |
$78.1K - $104K
|
25.5K
$3.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
920+ 30.63% |
$77.8K - $103K
|
3.92K
$479K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
917+ 10.86% |
$77.6K - $103K
|
9.36K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
900+ 1.28% |
$76.1K - $101K
|
71.1K
$8.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
891+ 20.09% |
$75.4K - $100K
|
5.33K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
865+ 7.16% |
$73.2K - $97.1K
|
12.9K
$1.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
862+ 10.16% |
$72.9K - $96.8K
|
9.34K
$1.14M
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
849+ 63.03% |
$71.8K - $95.4K
|
2.2K
$268K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
835+ 23.29% |
$70.6K - $93.8K
|
4.42K
$540K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
833+ 13.45% |
$70.5K - $93.6K
|
7.03K
$858K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
816+ 12.22% |
$69K - $91.6K
|
7.5K
$916K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
793+ 5.73% |
$67.1K - $89.1K
|
14.6K
$1.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
773New |
$65.4K - $86.8K
|
773
$94.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
767+ 123.11% |
$64.9K - $86.1K
|
1.39K
$170K
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
759+ 24.63% |
$64.2K - $85.2K
|
3.84K
$469K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
753New |
$63.7K - $84.6K
|
753
$92K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
749+ 3.41% |
$63.4K - $84.1K
|
22.7K
$2.78M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
740New |
$62.6K - $83.1K
|
740
$90.4K
|