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
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
19.4KNew |
$1.64M - $2.18M
|
19.4K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
19.4K+ 12.35% |
$1.64M - $2.17M
|
176K
$21.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
19.2K+ 13.54% |
$1.63M - $2.16M
|
161K
$19.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.1KNew |
$1.62M - $2.15M
|
19.1K
$2.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
18.6K+ 6.3% |
$1.58M - $2.09M
|
314K
$38.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
17.9K+ 26.92% |
$1.52M - $2.01M
|
84.6K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
17.4KNew |
$1.47M - $1.96M
|
17.4K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
17.2K+ 7.26% |
$1.46M - $1.93M
|
254K
$31.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
17K+ 67.04% |
$1.44M - $1.91M
|
42.4K
$5.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
17KNew |
$1.44M - $1.91M
|
17K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.8K+ 47.99% |
$1.42M - $1.89M
|
51.9K
$6.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
16.8K+ 27.82% |
$1.42M - $1.88M
|
77K
$9.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
16.7K+ 62.82% |
$1.41M - $1.87M
|
43.2K
$5.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
16.6KNew |
$1.4M - $1.86M
|
16.6K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
16.4K+ 3.21% |
$1.39M - $1.84M
|
527K
$64.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
16KNew |
$1.35M - $1.8M
|
16K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
15.7K+ 21.46% |
$1.33M - $1.76M
|
88.8K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
15.6KNew |
$1.32M - $1.75M
|
15.6K
$1.9M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.4K+ 44.03% |
$1.3M - $1.73M
|
50.4K
$6.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
15.3K+ 5.28% |
$1.29M - $1.72M
|
305K
$37.2M
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
15K+ 1.81% |
$1.27M - $1.68M
|
842K
$103M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.8K+ 19.27% |
$1.25M - $1.66M
|
91.7K
$11.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
14.5KNew |
$1.23M - $1.63M
|
14.5K
$1.77M
|
|
|
Jan 24, 2023
Q4 2022
|
Fractal Investments LLC
|
BUY
|
- |
14.5KNew |
$1.22M - $1.63M
|
14.5K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
14.4KNew |
$1.22M - $1.62M
|
14.4K
$1.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
14.2KNew |
$1.2M - $1.6M
|
14.2K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
14.2K+ 14.69% |
$1.2M - $1.59M
|
110K
$13.5M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
14.1K+ 10.78% |
$1.19M - $1.59M
|
145K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
13.9K+ 32.17% |
$1.18M - $1.56M
|
57.1K
$6.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 31.71% |
$1.17M - $1.55M
|
57.4K
$7.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13.8KNew |
$1.16M - $1.55M
|
13.8K
$1.68M
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
13.4K+ 2.41% |
$1.13M - $1.5M
|
570K
$69.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.2K+ 3.41% |
$1.12M - $1.48M
|
400K
$48.8M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.9K+ 2.25% |
$1.09M - $1.45M
|
587K
$71.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.8K+ 28.44% |
$1.08M - $1.44M
|
57.8K
$7.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
12.5KNew |
$1.06M - $1.41M
|
12.5K
$1.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
12.5KNew |
$1.06M - $1.41M
|
12.5K
$1.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.5K+ 8.76% |
$1.06M - $1.4M
|
155K
$19M
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
12.3K+ 3.76% |
$1.04M - $1.38M
|
340K
$41.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
12.2K+ 452.63% |
$1.03M - $1.37M
|
14.9K
$1.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
12.2K+ 0.38% |
$1.03M - $1.37M
|
3.21M
$392M
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
11.9KNew |
$1.01M - $1.34M
|
11.9K
$1.45M
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
11.8K+ 96.84% |
$1M - $1.33M
|
24.1K
$2.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.6KNew |
$985K - $1.31M
|
11.6K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
11.6K+ 2.08% |
$981K - $1.3M
|
570K
$69.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
11.3K+ 24.88% |
$953K - $1.26M
|
56.5K
$6.91M
|
|
|
Feb 17, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
11.1K+ 1.55% |
$938K - $1.25M
|
728K
$88.9M
|
|
|
Feb 23, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
11.1K+ 1.55% |
$938K - $1.25M
|
728K
$88.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.9KNew |
$918K - $1.22M
|
10.9K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
10.8K+ 4.55% |
$917K - $1.22M
|
249K
$30.4M
|