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 26, 2023
Q4 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
456+ 70.15% |
$38.6K - $51.2K
|
1.11K
$134K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
453+ 14.67% |
$38.3K - $50.9K
|
3.54K
$428K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
453+ 45.3% |
$38.3K - $50.9K
|
1.45K
$176K
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
446+ 26.52% |
$37.7K - $50.1K
|
2.13K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
442+ 1.12% |
$37.4K - $49.6K
|
40K
$4.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
441+ 12.08% |
$37.3K - $49.5K
|
4.09K
$494K
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
425+ 91.4% |
$35.9K - $47.7K
|
890
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
422New |
$35.7K - $47.4K
|
422
$51K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
404+ 5.28% |
$34.2K - $45.4K
|
8.06K
$973K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
400+ 5.48% |
$33.8K - $44.9K
|
7.7K
$930K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
400+ 7.58% |
$33.8K - $44.9K
|
5.68K
$686K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
400New |
$33.8K - $44.9K
|
400
$48.3K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
398+ 7.12% |
$33.7K - $44.7K
|
5.99K
$723K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
394+ 3.58% |
$33.3K - $44.3K
|
11.4K
$1.38M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
389+ 0.66% |
$32.9K - $43.7K
|
59.3K
$7.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
386+ 0.68% |
$32.6K - $43.4K
|
56.9K
$6.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
382+ 0.7% |
$32.3K - $42.9K
|
54.6K
$6.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
372+ 13.03% |
$31.5K - $41.8K
|
3.23K
$390K
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
359+ 1.45% |
$30.4K - $40.3K
|
25.1K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
356+ 3.45% |
$30.1K - $40K
|
10.7K
$1.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
354+ 9.02% |
$29.9K - $39.8K
|
4.28K
$517K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
352New |
$29.8K - $39.5K
|
352
$42.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
351+ 716.33% |
$29.7K - $39.4K
|
400
$48.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
324+ 28.37% |
$27.4K - $36.4K
|
1.47K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
323+ 0.73% |
$27.3K - $36.3K
|
44.6K
$5.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
318+ 2.48% |
$26.9K - $35.7K
|
13.1K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
317+ 6.3% |
$26.8K - $35.6K
|
5.35K
$646K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
312New |
$26.4K - $35K
|
312
$37.7K
|
|
|
Jan 10, 2023
Q4 2022
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
311+ 1.28% |
$26.3K - $34.9K
|
24.6K
$2.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
310+ 11.86% |
$26.2K - $34.8K
|
2.92K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
309+ 10.41% |
$26.1K - $34.7K
|
3.28K
$396K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
308New |
$26.1K - $34.6K
|
308
$37.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
308+ 0.61% |
$26.1K - $34.6K
|
50.7K
$6.12M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
307+ 6.28% |
$26K - $34.5K
|
5.19K
$627K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
307+ 11.22% |
$26K - $34.5K
|
3.04K
$368K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
306+ 5.75% |
$25.9K - $34.4K
|
5.63K
$680K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
303+ 0.5% |
$25.6K - $34K
|
61.3K
$7.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
303New |
$25.6K - $34K
|
303
$36.6K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
303+ 5.97% |
$25.6K - $34K
|
5.38K
$650K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
302+ 28.25% |
$25.5K - $33.9K
|
1.37K
$166K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
300New |
$25.4K - $33.7K
|
300
$36.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
298+ 0.23% |
$25.2K - $33.5K
|
131K
$15.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
295+ 5.4% |
$25K - $33.1K
|
5.76K
$696K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
294+ 5.45% |
$24.9K - $33K
|
5.69K
$687K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
293+ 108.12% |
$24.8K - $32.9K
|
564
$68.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
291+ 1.53% |
$24.6K - $32.7K
|
19.3K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
290+ 0.76% |
$24.5K - $32.6K
|
38.6K
$4.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
285New |
$24.1K - $32K
|
285
$34.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
285+ 6.96% |
$24.1K - $32K
|
4.38K
$529K
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
285+ 5.06% |
$24.1K - $32K
|
5.92K
$715K
|