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 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-189- 9.94% |
$16K - $21.2K
|
1.71K
$209K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-191- 0.67% |
$16.2K - $21.5K
|
28.3K
$3.45M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-198- 1.57% |
$16.7K - $22.2K
|
12.4K
$1.52M
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-200- 5.66% |
$16.9K - $22.5K
|
3.33K
$407K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-207- 3.47% |
$17.5K - $23.2K
|
5.77K
$704K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-207- 27.67% |
$17.5K - $23.2K
|
541
$66.1K
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-208- 2.65% |
$17.6K - $23.4K
|
7.66K
$935K
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-210- 4.54% |
$17.8K - $23.6K
|
4.41K
$539K
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-219- 0.41% |
$18.5K - $24.6K
|
53.2K
$6.5M
|
|
Jan 17, 2023
Q4 2022
|
F&V Capital Management, LLC
|
SELL
|
- |
-220- 0.18% |
$18.6K - $24.7K
|
123K
$15M
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-221- 1.98% |
$18.7K - $24.8K
|
10.9K
$1.33M
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-225- 2.99% |
$19K - $25.3K
|
7.3K
$892K
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-226- 0.58% |
$19.1K - $25.4K
|
38.9K
$4.75M
|
|
Feb 14, 2023
Q4 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-236- 8.42% |
$20K - $26.5K
|
2.57K
$314K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-246- 23.81% |
$20.8K - $27.6K
|
787
$96.1K
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-248- 2.79% |
$21K - $27.9K
|
8.63K
$1.05M
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-250- 10.11% |
$21.1K - $28.1K
|
2.22K
$272K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-252- 2.82% |
$21.3K - $28.3K
|
8.7K
$1.06M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-255- 2.45% |
$21.6K - $28.6K
|
10.1K
$1.24M
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-259- 0.49% |
$21.9K - $29.1K
|
52.3K
$6.39M
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-260- 8.94% |
$22K - $29.2K
|
2.65K
$323K
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-261- 0.58% |
$22.1K - $29.3K
|
44.8K
$5.47M
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-262- 9.81% |
$22.2K - $29.4K
|
2.41K
$294K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-265- 6.52% |
$22.4K - $29.8K
|
3.8K
$464K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-269- 5.45% |
$22.8K - $30.2K
|
4.67K
$571K
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-273- 2.75% |
$23.1K - $30.7K
|
9.64K
$1.18M
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-285- 4.23% |
$24.1K - $32K
|
6.45K
$788K
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-285- 3.67% |
$24.1K - $32K
|
7.48K
$914K
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-285- 3.57% |
$24.1K - $32K
|
7.69K
$939K
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-285- 8.5% |
$24.1K - $32K
|
3.07K
$375K
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-286- 3.05% |
$24.2K - $32.1K
|
9.1K
$1.11M
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-294- 3.88% |
$24.9K - $33K
|
7.29K
$890K
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-295- 1.54% |
$25K - $33.1K
|
18.8K
$2.3M
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-296- 0.63% |
$25K - $33.2K
|
46.6K
$5.7M
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-298- 0.38% |
$25.2K - $33.5K
|
78.1K
$9.54M
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.97% |
$25.4K - $33.7K
|
30.5K
$3.73M
|
|
Feb 13, 2023
Q4 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-300- 1.47% |
$25.4K - $33.7K
|
20.2K
$2.46M
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-300- 6.41% |
$25.4K - $33.7K
|
4.38K
$535K
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-300- 6.17% |
$25.4K - $33.7K
|
4.57K
$558K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-301- 16.91% |
$25.5K - $33.8K
|
1.48K
$181K
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-309- 10.75% |
$26.1K - $34.7K
|
2.57K
$313K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-313- 36.06% |
$26.5K - $35.2K
|
555
$67.8K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-315- 20.75% |
$26.6K - $35.4K
|
1.2K
$147K
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-320- 10.0% |
$27.1K - $35.9K
|
2.88K
$352K
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-325- 2.88% |
$27.5K - $36.5K
|
10.9K
$1.34M
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-326- 3.64% |
$27.6K - $36.6K
|
8.62K
$1.05M
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-332- 5.25% |
$28.1K - $37.3K
|
5.99K
$732K
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-336- 4.57% |
$28.4K - $37.7K
|
7.01K
$856K
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-343- 1.54% |
$29K - $38.5K
|
22K
$2.68M
|
|
Jan 12, 2023
Q4 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-345- 7.14% |
$29.2K - $38.7K
|
4.48K
$548K
|