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 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.18K- 1.28% |
$99.6K - $132K
|
90.8K
$11.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.19K- 91.98% |
$101K - $134K
|
104
$12.7K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.2K- 29.53% |
$102K - $135K
|
2.87K
$350K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.22K- 33.4% |
$103K - $137K
|
2.43K
$297K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.22K- 15.98% |
$104K - $137K
|
6.44K
$786K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.24K- 1.91% |
$105K - $139K
|
63.6K
$7.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.24K- 3.2% |
$105K - $139K
|
37.4K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.25K- 14.93% |
$105K - $140K
|
7.1K
$868K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.27K- 2.94% |
$108K - $143K
|
41.9K
$5.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.28K- 6.2% |
$108K - $144K
|
19.4K
$2.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.29K- 4.88% |
$109K - $144K
|
25K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.29K- 5.27% |
$109K - $145K
|
23.2K
$2.83M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.3K- 4.55% |
$110K - $146K
|
27.3K
$3.34M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.3K- 4.55% |
$110K - $146K
|
27.3K
$3.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.31K- 17.68% |
$111K - $147K
|
6.1K
$745K
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.36K- 3.28% |
$115K - $152K
|
40K
$4.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.37K- 26.22% |
$116K - $154K
|
3.86K
$471K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-1.39K- 11.42% |
$117K - $156K
|
10.7K
$1.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.4K- 19.33% |
$118K - $157K
|
5.84K
$714K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-1.4K- 12.75% |
$119K - $157K
|
9.6K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.44K- 3.41% |
$122K - $162K
|
40.8K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.47K- 9.39% |
$125K - $165K
|
14.2K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.47K- 10.53% |
$125K - $166K
|
12.5K
$1.53M
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.48K- 0.52% |
$125K - $166K
|
282K
$34.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.48K- 0.38% |
$125K - $167K
|
390K
$47.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.49K- 14.06% |
$126K - $167K
|
9.11K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.5K- 1.38% |
$127K - $168K
|
107K
$13.1M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.5K- 1.94% |
$127K - $169K
|
76.1K
$9.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.53K- 0.5% |
$129K - $171K
|
306K
$37.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.55K- 4.74% |
$131K - $174K
|
31K
$3.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.57K- 22.62% |
$133K - $176K
|
5.36K
$655K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.58K- 41.27% |
$134K - $178K
|
2.25K
$275K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-1.59K- 17.74% |
$134K - $178K
|
7.35K
$898K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.63K- 16.1% |
$138K - $183K
|
8.51K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.66K- 6.71% |
$140K - $186K
|
23K
$2.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.66K- 22.44% |
$140K - $186K
|
5.73K
$700K
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-1.66K- 24.6% |
$141K - $187K
|
5.09K
$622K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.7K- 15.16% |
$144K - $191K
|
9.5K
$1.16M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.73K- 12.28% |
$146K - $194K
|
12.4K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-1.74K- 28.54% |
$147K - $195K
|
4.36K
$532K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.77K- 12.27% |
$149K - $198K
|
12.6K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.79K- 87.79% |
$151K - $201K
|
249
$30.4K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.8K- 1.38% |
$152K - $202K
|
128K
$15.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-1.82K- 1.25% |
$154K - $204K
|
143K
$17.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.82K- 38.71% |
$154K - $205K
|
2.89K
$353K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.84K- 1.94% |
$155K - $206K
|
93.1K
$11.4M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.9K- 8.78% |
$161K - $213K
|
19.7K
$2.41M
|
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.91K- 10.44% |
$161K - $214K
|
16.4K
$2M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.93K- 60.02% |
$163K - $217K
|
1.29K
$157K
|
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
SELL
|
- |
-2K- 1.32% |
$169K - $225K
|
149K
$18.2M
|