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 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
283+ 11.1% |
$23.9K - $31.8K
|
2.83K
$346K
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
281+ 10.86% |
$23.8K - $31.6K
|
2.87K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
278+ 7.51% |
$23.5K - $31.2K
|
3.98K
$486K
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
266+ 0.7% |
$22.5K - $29.9K
|
38.3K
$4.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
264+ 5.8% |
$22.3K - $29.6K
|
4.81K
$588K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
258+ 5.83% |
$21.8K - $29K
|
4.69K
$572K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
251New |
$21.2K - $28.2K
|
251
$30.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
250+ 0.16% |
$21.1K - $28.1K
|
160K
$19.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
243+ 1.13% |
$20.6K - $27.3K
|
21.7K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
238+ 6.94% |
$20.1K - $26.7K
|
3.67K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
233+ 1.32% |
$19.7K - $26.2K
|
17.9K
$2.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
225+ 7.85% |
$19K - $25.3K
|
3.09K
$378K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
222New |
$18.8K - $24.9K
|
222
$27.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
220New |
$18.6K - $24.7K
|
220
$26.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
218+ 7.98% |
$18.4K - $24.5K
|
2.95K
$360K
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
216+ 2.54% |
$18.3K - $24.3K
|
8.73K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
214New |
$18.1K - $24K
|
214
$26.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
214+ 2.56% |
$18.1K - $24K
|
8.56K
$1.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
213New |
$18K - $23.9K
|
213
$26K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
213+ 3.32% |
$18K - $23.9K
|
6.63K
$809K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
211+ 4.3% |
$17.8K - $23.7K
|
5.11K
$625K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
208New |
$17.6K - $23.4K
|
208
$25.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
208+ 0.92% |
$17.6K - $23.4K
|
22.7K
$2.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
206+ 1.7% |
$17.4K - $23.1K
|
12.3K
$1.51M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
205+ 10.34% |
$17.3K - $23K
|
2.19K
$267K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
202+ 6.97% |
$17.1K - $22.7K
|
3.1K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200+ 42.64% |
$16.9K - $22.5K
|
669
$81.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
196+ 1.89% |
$16.6K - $22K
|
10.6K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
195+ 0.84% |
$16.5K - $21.9K
|
23.4K
$2.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
194+ 1.0% |
$16.4K - $21.8K
|
19.5K
$2.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
194+ 2.41% |
$16.4K - $21.8K
|
8.25K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
BUY
|
- |
193+ 3.35% |
$16.3K - $21.7K
|
5.96K
$728K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
193+ 7.0% |
$16.3K - $21.7K
|
2.95K
$361K
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
191+ 0.57% |
$16.2K - $21.5K
|
33.8K
$4.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
190+ 5.31% |
$16.1K - $21.3K
|
3.77K
$460K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
189+ 2.23% |
$16K - $21.2K
|
8.68K
$1.06M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
188+ 1.88% |
$15.9K - $21.1K
|
10.2K
$1.24M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
186+ 0.82% |
$15.7K - $20.9K
|
22.9K
$2.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
184+ 5.96% |
$15.6K - $20.7K
|
3.27K
$400K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
184+ 4.48% |
$15.6K - $20.7K
|
4.29K
$524K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
182+ 7.15% |
$15.4K - $20.4K
|
2.73K
$333K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
181+ 4.32% |
$15.3K - $20.3K
|
4.37K
$534K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
171+ 4.82% |
$14.5K - $19.2K
|
3.72K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
171+ 19.72% |
$14.5K - $19.2K
|
1.04K
$127K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
167+ 0.52% |
$14.1K - $18.8K
|
32.1K
$3.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
167+ 2.77% |
$14.1K - $18.8K
|
6.2K
$757K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
165+ 0.44% |
$14K - $18.5K
|
37.8K
$4.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
164+ 4.26% |
$13.9K - $18.4K
|
4.02K
$491K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
164+ 5.13% |
$13.9K - $18.4K
|
3.36K
$411K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
163+ 11.04% |
$13.8K - $18.3K
|
1.64K
$200K
|