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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.93K- 60.02% |
$163K - $217K
|
1.29K
$166K
|
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
SELL
|
- |
-2K- 1.32% |
$169K - $225K
|
149K
$19.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2K- 19.05% |
$169K - $225K
|
8.5K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2K- 39.9% |
$169K - $225K
|
3.01K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.02K- 39.42% |
$171K - $226K
|
3.1K
$399K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.05K- 11.5% |
$174K - $230K
|
15.8K
$2.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.05K- 0.81% |
$174K - $231K
|
252K
$32.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.06K- 25.1% |
$174K - $231K
|
6.14K
$790K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.07K- 31.12% |
$175K - $232K
|
4.58K
$590K
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.1K- 8.53% |
$178K - $236K
|
22.5K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.11K- 26.83% |
$178K - $237K
|
5.75K
$740K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-2.16K- 22.18% |
$182K - $242K
|
7.57K
$975K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.16K- 16.52% |
$183K - $242K
|
10.9K
$1.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.2K- 2.55% |
$186K - $247K
|
84K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2.24K- 1.48% |
$189K - $251K
|
149K
$19.1M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.24K- 5.59% |
$190K - $252K
|
37.8K
$4.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.24K- 22.03% |
$190K - $252K
|
7.94K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 30.32% |
$191K - $254K
|
5.19K
$668K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.27K- 14.42% |
$192K - $255K
|
13.5K
$1.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.3K- 7.95% |
$195K - $258K
|
26.6K
$3.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.3K- 52.51% |
$195K - $259K
|
2.08K
$268K
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.36K- 5.89% |
$199K - $265K
|
37.6K
$4.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.43K- 48.93% |
$205K - $272K
|
2.53K
$326K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.45K- 37.13% |
$207K - $275K
|
4.14K
$533K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.46K- 1.13% |
$208K - $276K
|
216K
$27.8M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.48K- 52.2% |
$210K - $279K
|
2.27K
$293K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.5K- 11.53% |
$211K - $280K
|
19.2K
$2.47M
|
|
|
Feb 03, 2023
Q4 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-2.5K- 38.46% |
$211K - $281K
|
4K
$515K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.58K- 2.1% |
$218K - $290K
|
120K
$15.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.6K- 41.77% |
$220K - $292K
|
3.62K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.76K- 27.78% |
$233K - $310K
|
7.17K
$923K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.78K- 7.86% |
$235K - $312K
|
32.6K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.78K- 6.86% |
$235K - $312K
|
37.7K
$4.86M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.88K- 3.17% |
$244K - $323K
|
88K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-2.9K- 2.5% |
$245K - $326K
|
113K
$14.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.91K- 3.78% |
$246K - $327K
|
74.1K
$9.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-2.92K- 10.88% |
$247K - $328K
|
23.9K
$3.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.96K- 28.1% |
$250K - $332K
|
7.56K
$974K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3K- 28.75% |
$254K - $337K
|
7.43K
$958K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-3.05K- 20.88% |
$258K - $343K
|
11.6K
$1.49M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.05K- 17.09% |
$258K - $343K
|
14.8K
$1.91M
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-3.08K- 33.63% |
$260K - $345K
|
6.07K
$782K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-3.11KClosed |
$263K - $349K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.2K- 5.55% |
$270K - $359K
|
54.4K
$7M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.33K- 2.62% |
$281K - $374K
|
123K
$15.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.52K- 3.99% |
$298K - $396K
|
84.8K
$10.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.62K- 7.38% |
$306K - $406K
|
45.4K
$5.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
SELL
|
- |
-3.65K- 2.86% |
$308K - $410K
|
124K
$16M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.7K- 63.21% |
$313K - $415K
|
2.15K
$277K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-3.85K- 10.29% |
$325K - $432K
|
33.5K
$4.32M
|