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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
740+ 4.25% |
$62.6K - $83.1K
|
18.2K
$2.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
733+ 8.79% |
$62K - $82.3K
|
9.07K
$1.11M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
725+ 17.17% |
$61.3K - $81.4K
|
4.95K
$604K
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
722+ 251.57% |
$61.1K - $81.1K
|
1.01K
$123K
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
720+ 4.42% |
$60.9K - $80.9K
|
17K
$2.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
717+ 0.33% |
$60.6K - $80.5K
|
215K
$26.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
710+ 4.53% |
$60.1K - $79.7K
|
16.4K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
686+ 63.52% |
$58K - $77K
|
1.77K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
686+ 63.52% |
$58K - $77K
|
1.77K
$216K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
677+ 4.55% |
$57.3K - $76K
|
15.6K
$1.9M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
673+ 0.71% |
$56.9K - $75.6K
|
96.1K
$11.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
670+ 0.4% |
$56.7K - $75.2K
|
170K
$20.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
667+ 19.02% |
$56.4K - $74.9K
|
4.17K
$510K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
667+ 111.35% |
$56.4K - $74.9K
|
1.27K
$155K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
666New |
$56.3K - $74.8K
|
666
$81.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
660+ 20.05% |
$55.8K - $74.1K
|
3.95K
$483K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
655+ 20.11% |
$55.4K - $73.6K
|
3.91K
$478K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
649New |
$54.9K - $72.9K
|
649
$79.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
646+ 3.67% |
$54.6K - $72.6K
|
18.3K
$2.23M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
635+ 8.31% |
$53.7K - $71.3K
|
8.27K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
631+ 0.62% |
$53.4K - $70.9K
|
103K
$12.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
619+ 19.22% |
$52.4K - $69.5K
|
3.84K
$469K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
614+ 1.53% |
$51.9K - $69K
|
40.8K
$4.98M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
606+ 16.26% |
$51.3K - $68.1K
|
4.33K
$529K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
604+ 0.12% |
$51.1K - $67.8K
|
494K
$60.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
587+ 1.69% |
$49.6K - $65.9K
|
35.3K
$4.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
577+ 12.47% |
$48.8K - $64.8K
|
5.2K
$636K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
575+ 14.8% |
$48.6K - $64.6K
|
4.46K
$545K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
574New |
$48.5K - $64.5K
|
574
$70.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
573+ 10.34% |
$48.5K - $64.4K
|
6.12K
$747K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
571+ 2.1% |
$48.3K - $64.1K
|
27.8K
$3.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
568+ 0.25% |
$48K - $63.8K
|
225K
$27.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
568+ 2.61% |
$48K - $63.8K
|
22.3K
$2.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
567+ 1111.76% |
$48K - $63.7K
|
618
$75.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
564New |
$47.7K - $63.3K
|
564
$68.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
557+ 4.82% |
$47.1K - $62.6K
|
12.1K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
534+ 11.11% |
$45.2K - $60K
|
5.34K
$653K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
533New |
$45.1K - $59.9K
|
533
$65.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
532+ 3.54% |
$45K - $59.7K
|
15.6K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
532+ 5.94% |
$45K - $59.7K
|
9.5K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
528+ 4.66% |
$44.7K - $59.3K
|
11.9K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
525+ 0.97% |
$44.4K - $59K
|
54.7K
$6.69M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
512+ 5.18% |
$43.3K - $57.5K
|
10.4K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
500+ 7.39% |
$42.3K - $56.2K
|
7.27K
$888K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
500New |
$42.3K - $56.2K
|
500
$61.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
485+ 7.44% |
$41K - $54.5K
|
7.01K
$856K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
478+ 16.53% |
$40.4K - $53.7K
|
3.37K
$412K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
468New |
$39.6K - $52.6K
|
468
$57.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
461+ 10.0% |
$39K - $51.8K
|
5.07K
$619K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
459New |
$38.8K - $51.6K
|
459
$56.1K
|