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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.85KNew |
$494K - $657K
|
5.85K
$721K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.73K+ 1.92% |
$485K - $644K
|
305K
$37.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.65K+ 6.21% |
$478K - $635K
|
96.7K
$11.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
5.56K+ 1.13% |
$470K - $625K
|
499K
$61.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.25KNew |
$444K - $590K
|
5.25K
$648K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.22K+ 23.87% |
$441K - $586K
|
27.1K
$3.34M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
5.17KNew |
$437K - $581K
|
5.17K
$638K
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
5.16KNew |
$436K - $579K
|
5.16K
$636K
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5.14K+ 11.46% |
$435K - $577K
|
50K
$6.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.11K+ 79.11% |
$432K - $574K
|
11.6K
$1.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
5.07KNew |
$428K - $569K
|
5.07K
$625K
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4.99KNew |
$422K - $561K
|
4.99K
$616K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.78K+ 24.92% |
$405K - $537K
|
24K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.45K+ 87.07% |
$376K - $499K
|
9.55K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
4.34K+ 153.11% |
$367K - $487K
|
7.17K
$884K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.31K+ 3.39% |
$365K - $484K
|
131K
$16.2M
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.31K+ 3.39% |
$365K - $484K
|
131K
$16.2M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.25KNew |
$360K - $478K
|
4.25K
$524K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.17KNew |
$352K - $468K
|
4.17K
$514K
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4.16K+ 2.54% |
$352K - $468K
|
168K
$20.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.09KNew |
$346K - $459K
|
4.09K
$504K
|
|
|
Jan 25, 2023
Q4 2022
|
Artemis Investment Management LLP
|
BUY
|
- |
4.05K+ 0.91% |
$343K - $455K
|
451K
$55.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4.01K+ 3.52% |
$339K - $451K
|
118K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
3.97KNew |
$336K - $446K
|
3.97K
$490K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.97KNew |
$336K - $446K
|
3.97K
$489K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 45.64% |
$336K - $446K
|
12.7K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
3.97KNew |
$335K - $445K
|
3.97K
$489K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.96KNew |
$335K - $444K
|
3.96K
$488K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.86KNew |
$326K - $434K
|
3.86K
$476K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.86K+ 43.99% |
$326K - $433K
|
12.6K
$1.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.85KNew |
$326K - $432K
|
3.85K
$475K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.85KNew |
$325K - $432K
|
3.85K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.84K+ 67.13% |
$325K - $431K
|
9.56K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
3.84KNew |
$324K - $431K
|
3.84K
$473K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.75K+ 40.17% |
$317K - $421K
|
13.1K
$1.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.74K+ 1.41% |
$316K - $419K
|
269K
$33.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
3.66KNew |
$309K - $411K
|
3.66K
$451K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.62K+ 13.47% |
$306K - $406K
|
30.5K
$3.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.6K+ 10.08% |
$305K - $405K
|
39.3K
$4.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Towle & CO
Denver, CO |
BUY
|
- |
3.56K+ 44.95% |
$301K - $400K
|
11.5K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.54KNew |
$299K - $397K
|
3.54K
$436K
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
3.53KNew |
$298K - $396K
|
3.53K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.51K+ 11.76% |
$296K - $394K
|
33.3K
$4.11M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.5K+ 14.73% |
$296K - $393K
|
27.3K
$3.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.5KNew |
$296K - $393K
|
3.5K
$432K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.5K+ 46.67% |
$296K - $393K
|
11K
$1.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
3.49KNew |
$295K - $392K
|
3.49K
$430K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3.47KNew |
$294K - $390K
|
3.47K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.47K+ 49.49% |
$293K - $389K
|
10.5K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.44KNew |
$291K - $386K
|
3.44K
$424K
|