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
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5+ 0.07% |
$423 - $562
|
7.69K
$939K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.74% |
$338 - $449
|
544
$66.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.11% |
$338 - $449
|
3.76K
$460K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4+ 0.09% |
$338 - $449
|
4.54K
$554K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.88% |
$338 - $449
|
459
$56.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
4+ 1.83% |
$338 - $449
|
222
$27.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3+ 0.05% |
$254 - $337
|
6.21K
$758K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3+ 0.09% |
$254 - $337
|
3.26K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.82% |
$254 - $337
|
368
$45K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.49% |
$169 - $225
|
412
$50.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.03% |
$169 - $225
|
6.04K
$738K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.05% |
$169 - $225
|
4.41K
$539K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2New |
$169 - $225
|
2
$244
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 1.35% |
$169 - $225
|
150
$18.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2+ 0.06% |
$169 - $225
|
3.33K
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$169 - $225
|
6.72K
$821K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 0.1% |
$169 - $225
|
2.02K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2+ 0.22% |
$169 - $225
|
899
$110K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.63% |
$84.6 - $112
|
161
$19.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$84.6 - $112
|
2.76K
$337K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.28% |
$84.6 - $112
|
352
$43K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.17% |
$84.6 - $112
|
601
$73.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$84.6 - $112
|
9.21K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.45% |
$84.6 - $112
|
70
$8.55K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$84.6 - $112
|
1
$122
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.69% |
$84.6 - $112
|
145
$17.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.18% |
$84.6 - $112
|
548
$66.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 0.46% |
$84.6 - $112
|
220
$26.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.02% |
$84.6 - $112
|
6.15K
$751K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 1.43% |
$84.6 - $112
|
71
$8.67K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.47% |
$84.6 - $112
|
216
$26.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.11% |
$84.6 - $112
|
922
$113K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-3- 1.08% |
$254 - $337
|
275
$33.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4- 0.09% |
$338 - $449
|
4.4K
$537K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-4- 0.07% |
$338 - $449
|
5.72K
$698K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-5- 1.39% |
$423 - $562
|
355
$43.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-5- 0.1% |
$423 - $562
|
4.85K
$592K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 0.8% |
$507 - $674
|
742
$90.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-6- 0.68% |
$507 - $674
|
872
$107K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-6- 0.2% |
$507 - $674
|
2.93K
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6- 1.79% |
$507 - $674
|
329
$40.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-7- 0.2% |
$592 - $786
|
3.45K
$421K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-8- 1.17% |
$677 - $898
|
674
$82.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-10- 0.15% |
$846 - $1.12K
|
6.69K
$817K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-12- 0.27% |
$1.01K - $1.35K
|
4.43K
$541K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-13- 34.21% |
$1.1K - $1.46K
|
25
$3.05K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-15- 2.12% |
$1.27K - $1.68K
|
694
$84.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-16- 0.31% |
$1.35K - $1.8K
|
5.23K
$639K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-18- 40.0% |
$1.52K - $2.02K
|
27
$3.3K
|