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 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
161New |
$13.6K - $18.1K
|
161
$19.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
159+ 2.23% |
$13.4K - $17.9K
|
7.29K
$891K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
156+ 27.42% |
$13.2K - $17.5K
|
725
$88.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
152+ 0.73% |
$12.9K - $17.1K
|
21K
$2.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
150+ 40.98% |
$12.7K - $16.8K
|
516
$63K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
150New |
$12.7K - $16.8K
|
150
$18.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
146+ 5.86% |
$12.3K - $16.4K
|
2.64K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
140+ 4.79% |
$11.8K - $15.7K
|
3.06K
$374K
|
|
|
Jan 12, 2023
Q4 2022
|
Foundation Resource Management Inc
|
BUY
|
- |
139+ 0.2% |
$11.8K - $15.6K
|
68.1K
$8.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
139+ 9.44% |
$11.8K - $15.6K
|
1.61K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
134+ 3.19% |
$11.3K - $15K
|
4.33K
$529K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
132+ 0.29% |
$11.2K - $14.8K
|
46.4K
$5.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
132+ 3.73% |
$11.2K - $14.8K
|
3.67K
$449K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
131+ 0.46% |
$11.1K - $14.7K
|
28.7K
$3.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
130+ 9.15% |
$11K - $14.6K
|
1.55K
$189K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
130+ 8.64% |
$11K - $14.6K
|
1.64K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
130+ 1.48% |
$11K - $14.6K
|
8.93K
$1.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
128+ 41.97% |
$10.8K - $14.4K
|
433
$52.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
128+ 3.4% |
$10.8K - $14.4K
|
3.89K
$475K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
125New |
$10.6K - $14K
|
125
$15.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
124+ 2.21% |
$10.5K - $13.9K
|
5.73K
$700K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
123+ 1.31% |
$10.4K - $13.8K
|
9.54K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
120+ 1.76% |
$10.1K - $13.5K
|
6.95K
$850K
|
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
118+ 1.67% |
$9.98K - $13.3K
|
7.2K
$879K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
118+ 0.76% |
$9.98K - $13.3K
|
15.7K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
117New |
$9.9K - $13.1K
|
117
$14.3K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
116+ 0.46% |
$9.81K - $13K
|
25.4K
$3.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
112+ 7.09% |
$9.47K - $12.6K
|
1.69K
$207K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
108New |
$9.13K - $12.1K
|
108
$13.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
106+ 0.91% |
$8.97K - $11.9K
|
11.8K
$1.44M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
104+ 0.48% |
$8.8K - $11.7K
|
21.7K
$2.65M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
104+ 1.1% |
$8.8K - $11.7K
|
9.54K
$1.17M
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
103+ 2.09% |
$8.71K - $11.6K
|
5.03K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
101New |
$8.54K - $11.3K
|
101
$12.3K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
100+ 3.28% |
$8.46K - $11.2K
|
3.15K
$385K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
100+ 2.83% |
$8.46K - $11.2K
|
3.63K
$443K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
100+ 2.83% |
$8.46K - $11.2K
|
3.63K
$443K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
100+ 1.59% |
$8.46K - $11.2K
|
6.41K
$783K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
100New |
$8.46K - $11.2K
|
100
$12.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
99+ 0.6% |
$8.37K - $11.1K
|
16.5K
$2.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
95+ 0.09% |
$8.04K - $10.7K
|
101K
$12.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
94+ 2.14% |
$7.95K - $10.6K
|
4.48K
$547K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
94+ 2.79% |
$7.95K - $10.6K
|
3.46K
$423K
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
93+ 0.55% |
$7.87K - $10.4K
|
16.9K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
93New |
$7.87K - $10.4K
|
93
$11.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
92+ 0.27% |
$7.78K - $10.3K
|
33.7K
$4.12M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
92+ 100.0% |
$7.78K - $10.3K
|
184
$22.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
91+ 0.63% |
$7.7K - $10.2K
|
14.6K
$1.79M
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
86+ 2.51% |
$7.27K - $9.66K
|
3.51K
$429K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
85+ 0.86% |
$7.19K - $9.55K
|
9.97K
$1.22M
|