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 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-81- 10.93% |
$6.85K - $9.1K
|
660
$85K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-82- 2.99% |
$6.94K - $9.21K
|
2.66K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-83- 0.93% |
$7.02K - $9.32K
|
8.87K
$1.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-84- 2.27% |
$7.1K - $9.43K
|
3.62K
$466K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-85- 3.55% |
$7.19K - $9.55K
|
2.31K
$298K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-86- 7.4% |
$7.27K - $9.66K
|
1.08K
$139K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-90- 3.87% |
$7.61K - $10.1K
|
2.24K
$288K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-90- 1.24% |
$7.61K - $10.1K
|
7.18K
$924K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-92- 2.95% |
$7.78K - $10.3K
|
3.03K
$390K
|
|
|
Feb 09, 2023
Q4 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-92- 0.28% |
$7.78K - $10.3K
|
32.4K
$4.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-92- 0.49% |
$7.78K - $10.3K
|
18.8K
$2.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-98- 12.04% |
$8.29K - $11K
|
716
$92.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-100- 1.92% |
$8.46K - $11.2K
|
5.1K
$656K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-100- 1.61% |
$8.46K - $11.2K
|
6.1K
$786K
|
|
|
Jan 17, 2023
Q4 2022
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.74% |
$8.46K - $11.2K
|
13.3K
$1.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 5.98% |
$8.46K - $11.2K
|
1.57K
$202K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-100- 0.37% |
$8.46K - $11.2K
|
26.9K
$3.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 3.77% |
$8.46K - $11.2K
|
2.55K
$329K
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-100- 2.06% |
$8.46K - $11.2K
|
4.76K
$613K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-100- 1.9% |
$8.46K - $11.2K
|
5.15K
$663K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-101- 2.13% |
$8.54K - $11.3K
|
4.65K
$599K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-105- 0.72% |
$8.88K - $11.8K
|
14.5K
$1.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-106- 1.09% |
$8.97K - $11.9K
|
9.62K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-112- 2.53% |
$9.47K - $12.6K
|
4.32K
$557K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-119- 4.42% |
$10.1K - $13.4K
|
2.58K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-119- 0.3% |
$10.1K - $13.4K
|
39K
$5.02M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-120- 0.57% |
$10.1K - $13.5K
|
21.1K
$2.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-120- 1.1% |
$10.1K - $13.5K
|
10.8K
$1.38M
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-123- 1.55% |
$10.4K - $13.8K
|
7.81K
$1.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-125- 8.83% |
$10.6K - $14K
|
1.29K
$166K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-125- 3.72% |
$10.6K - $14K
|
3.24K
$417K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-125- 38.46% |
$10.6K - $14K
|
200
$25.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-126- 3.62% |
$10.7K - $14.2K
|
3.36K
$432K
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-127- 0.5% |
$10.7K - $14.3K
|
25.5K
$3.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-128- 0.86% |
$10.8K - $14.4K
|
14.7K
$1.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-128- 1.69% |
$10.8K - $14.4K
|
7.47K
$962K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-129- 0.11% |
$10.9K - $14.5K
|
121K
$15.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-133- 3.87% |
$11.2K - $14.9K
|
3.31K
$426K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-133- 4.16% |
$11.2K - $14.9K
|
3.07K
$395K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-136- 0.79% |
$11.5K - $15.3K
|
17.1K
$2.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-142- 0.4% |
$12K - $15.9K
|
35.7K
$4.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-150- 1.38% |
$12.7K - $16.8K
|
10.7K
$1.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-155- 1.89% |
$13.1K - $17.4K
|
8.03K
$1.03M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-160- 1.07% |
$13.5K - $18K
|
14.8K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-163- 4.23% |
$13.8K - $18.3K
|
3.69K
$475K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-167- 2.14% |
$14.1K - $18.8K
|
7.63K
$982K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-175- 2.57% |
$14.8K - $19.7K
|
6.63K
$854K
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-175- 3.13% |
$14.8K - $19.7K
|
5.42K
$698K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-180- 6.16% |
$15.2K - $20.2K
|
2.74K
$353K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-183- 0.33% |
$15.5K - $20.6K
|
55K
$7.08M
|