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 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.22KNew |
$188K - $249K
|
2.22K
$271K
|
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
2.21KNew |
$187K - $248K
|
2.21K
$270K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
2.2KNew |
$186K - $247K
|
2.2K
$269K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.2KNew |
$186K - $247K
|
2.2K
$269K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.2KNew |
$186K - $247K
|
2.2K
$268K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.2KNew |
$186K - $247K
|
2.2K
$268K
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.19KNew |
$185K - $246K
|
2.19K
$268K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.18KNew |
$184K - $245K
|
2.18K
$266K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.18KNew |
$184K - $244K
|
2.18K
$266K
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.16KNew |
$183K - $243K
|
2.16K
$264K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.16K+ 53.82% |
$182K - $242K
|
6.16K
$752K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
2.15KNew |
$182K - $242K
|
2.15K
$263K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.15K+ 4.47% |
$182K - $241K
|
50.3K
$6.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.14KNew |
$181K - $241K
|
2.14K
$262K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
2.14K+ 53.12% |
$181K - $240K
|
6.15K
$752K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
2.13KNew |
$180K - $239K
|
2.13K
$260K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.12KNew |
$180K - $238K
|
2.12K
$259K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.12KNew |
$179K - $238K
|
2.12K
$259K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.11K+ 11.93% |
$178K - $237K
|
19.8K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.1KNew |
$178K - $236K
|
2.1K
$257K
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
2.09KNew |
$177K - $235K
|
2.09K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.09KNew |
$177K - $235K
|
2.09K
$255K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 4.79% |
$176K - $234K
|
45.5K
$5.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.08K+ 22.82% |
$176K - $234K
|
11.2K
$1.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.07KNew |
$175K - $232K
|
2.07K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.06KNew |
$174K - $232K
|
2.06K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.06KNew |
$174K - $231K
|
2.06K
$252K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.05KNew |
$174K - $231K
|
2.05K
$251K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.05KNew |
$173K - $230K
|
2.05K
$250K
|
|
|
Feb 09, 2023
Q4 2022
|
Broderick Brian C
|
BUY
|
- |
2.05KNew |
$173K - $230K
|
2.05K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.04KNew |
$173K - $229K
|
2.04K
$249K
|
|
|
Jan 12, 2023
Q4 2022
|
Defender Capital, Llc.
|
BUY
|
- |
2.04KNew |
$172K - $229K
|
2.04K
$249K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.04KNew |
$172K - $229K
|
2.04K
$249K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
2.03KNew |
$172K - $228K
|
2.03K
$248K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.03KNew |
$172K - $228K
|
2.03K
$248K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
2.03KNew |
$171K - $228K
|
2.03K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.03KNew |
$171K - $228K
|
2.03K
$248K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
2.02KNew |
$171K - $227K
|
2.02K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
2.02KNew |
$170K - $226K
|
2.02K
$246K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.01KNew |
$170K - $226K
|
2.01K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2.01KNew |
$170K - $226K
|
2.01K
$246K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.01KNew |
$170K - $226K
|
2.01K
$245K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
2.01K+ 1452.9% |
$170K - $225K
|
2.14K
$262K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
2K+ 29.84% |
$169K - $225K
|
8.72K
$1.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
2KNew |
$169K - $224K
|
2K
$244K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.99K+ 25.79% |
$169K - $224K
|
9.72K
$1.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.99KNew |
$168K - $223K
|
1.99K
$243K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.99K+ 4.26% |
$168K - $223K
|
48.6K
$5.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
1.98KNew |
$168K - $223K
|
1.98K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.98KNew |
$168K - $222K
|
1.98K
$242K
|