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 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
84+ 2.59% |
$7.1K - $9.43K
|
3.33K
$406K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
83+ 37.73% |
$7.02K - $9.32K
|
303
$37K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
83+ 12.56% |
$7.02K - $9.32K
|
744
$90.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
BUY
|
- |
80+ 1.92% |
$6.77K - $8.98K
|
4.25K
$519K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
77+ 0.62% |
$6.51K - $8.65K
|
12.5K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
BUY
|
- |
76+ 0.23% |
$6.43K - $8.54K
|
33.5K
$4.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
74New |
$6.26K - $8.31K
|
74
$9.04K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
74+ 77.08% |
$6.26K - $8.31K
|
170
$20.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
72+ 1.24% |
$6.09K - $8.09K
|
5.88K
$719K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
71+ 197.22% |
$6.01K - $7.97K
|
107
$13.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
68+ 2.48% |
$5.75K - $7.64K
|
2.82K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
68+ 2.61% |
$5.75K - $7.64K
|
2.67K
$326K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
66+ 3.3% |
$5.58K - $7.41K
|
2.07K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
65New |
$5.5K - $7.3K
|
65
$7.94K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
60+ 0.72% |
$5.07K - $6.74K
|
8.38K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
56+ 0.3% |
$4.74K - $6.29K
|
18.6K
$2.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
55New |
$4.65K - $6.18K
|
55
$6.72K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
52+ 14.33% |
$4.4K - $5.84K
|
415
$50.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
50New |
$4.23K - $5.62K
|
50
$6.11K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
50+ 14.53% |
$4.23K - $5.62K
|
394
$48.1K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
50+ 14.53% |
$4.23K - $5.62K
|
394
$48.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50+ 0.46% |
$4.23K - $5.62K
|
10.8K
$1.32M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
50+ 0.92% |
$4.23K - $5.62K
|
5.48K
$669K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
50+ 0.86% |
$4.23K - $5.62K
|
5.84K
$713K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
50+ 0.86% |
$4.23K - $5.62K
|
5.85K
$715K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
50+ 0.82% |
$4.23K - $5.62K
|
6.18K
$755K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
50+ 0.36% |
$4.23K - $5.62K
|
13.8K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50New |
$4.23K - $5.62K
|
50
$6.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
50+ 1.03% |
$4.23K - $5.62K
|
4.89K
$598K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50New |
$4.23K - $5.62K
|
50
$6.11K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
49+ 0.39% |
$4.14K - $5.5K
|
12.7K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
49New |
$4.14K - $5.5K
|
49
$5.99K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
47+ 64.38% |
$3.98K - $5.28K
|
120
$14.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
45+ 1.05% |
$3.81K - $5.05K
|
4.33K
$529K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
45+ 1.87% |
$3.81K - $5.05K
|
2.45K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
43+ 1.79% |
$3.64K - $4.83K
|
2.44K
$298K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
42+ 3.2% |
$3.55K - $4.72K
|
1.36K
$166K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
40New |
$3.38K - $4.49K
|
40
$4.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
40+ 1.04% |
$3.38K - $4.49K
|
3.9K
$476K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
38+ 1.19% |
$3.21K - $4.27K
|
3.24K
$396K
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
BUY
|
- |
36+ 0.17% |
$3.04K - $4.04K
|
21.7K
$2.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.49% |
$3.04K - $4.04K
|
7.46K
$911K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
35+ 0.51% |
$2.96K - $3.93K
|
6.94K
$848K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
35+ 1.3% |
$2.96K - $3.93K
|
2.73K
$333K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
34+ 3.6% |
$2.88K - $3.82K
|
978
$119K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34+ 0.7% |
$2.88K - $3.82K
|
4.89K
$597K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33+ 100.0% |
$2.79K - $3.71K
|
66
$8.06K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
BUY
|
- |
31+ 0.15% |
$2.62K - $3.48K
|
20.9K
$2.55M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
30+ 0.22% |
$2.54K - $3.37K
|
13.4K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
30+ 0.33% |
$2.54K - $3.37K
|
9.08K
$1.11M
|