Purchases and Sales Made in Q2 2022 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
628+ 1.35% |
$50.9K - $69.2K
|
47.3K
$5.77M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
622+ 0.86% |
$50.4K - $68.6K
|
73.1K
$8.93M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
614+ 11.22% |
$49.7K - $67.7K
|
6.09K
$743K
|
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
609+ 7.16% |
$49.3K - $67.1K
|
9.11K
$1.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
BUY
|
- |
603+ 3.3% |
$48.9K - $66.5K
|
18.9K
$2.31M
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
BUY
|
- |
600+ 8.73% |
$48.6K - $66.2K
|
7.47K
$913K
|
|
|
Jul 25, 2022
Q2 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
599+ 3.99% |
$48.5K - $66K
|
15.6K
$1.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
593+ 0.74% |
$48K - $65.4K
|
80.6K
$9.85M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
584New |
$47.3K - $64.4K
|
584
$71.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
BUY
|
- |
564+ 0.36% |
$45.7K - $62.2K
|
157K
$19.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
558+ 7.19% |
$45.2K - $61.5K
|
8.32K
$1.02M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
544+ 21.38% |
$44.1K - $60K
|
3.09K
$377K
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
541+ 0.21% |
$43.8K - $59.6K
|
254K
$31M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
535+ 18.38% |
$43.3K - $59K
|
3.45K
$421K
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
532+ 1.07% |
$43.1K - $58.7K
|
50.1K
$6.13M
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
529+ 253.11% |
$42.9K - $58.3K
|
738
$90.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
BUY
|
- |
525+ 3.48% |
$42.5K - $57.9K
|
15.6K
$1.91M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
524+ 4.4% |
$42.5K - $57.8K
|
12.4K
$1.52M
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
523+ 1.97% |
$42.4K - $57.7K
|
27.1K
$3.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
521New |
$42.2K - $57.4K
|
521
$63.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
BUY
|
- |
506+ 0.32% |
$41K - $55.8K
|
158K
$19.3M
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
500+ 7.14% |
$40.5K - $55.1K
|
7.5K
$916K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
495+ 18.46% |
$40.1K - $54.6K
|
3.18K
$388K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
493New |
$39.9K - $54.4K
|
493
$60.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
488+ 14.25% |
$39.5K - $53.8K
|
3.91K
$478K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
484+ 2.31% |
$39.2K - $53.4K
|
21.4K
$2.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
483+ 6.99% |
$39.1K - $53.3K
|
7.39K
$903K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
482+ 17.69% |
$39.1K - $53.1K
|
3.21K
$392K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
476+ 19.72% |
$38.6K - $52.5K
|
2.89K
$353K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
475+ 8.6% |
$38.5K - $52.4K
|
6K
$733K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
475New |
$38.5K - $52.4K
|
475
$58K
|
|
|
Aug 04, 2022
Q2 2022
|
Cardinal Capital Management
|
BUY
|
- |
474+ 2.3% |
$38.4K - $52.3K
|
21.1K
$2.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
462+ 10.97% |
$37.4K - $50.9K
|
4.67K
$571K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
458+ 17.22% |
$37.1K - $50.5K
|
3.12K
$381K
|
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
452+ 2.76% |
$36.6K - $49.8K
|
16.8K
$2.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
450+ 4.49% |
$36.5K - $49.6K
|
10.5K
$1.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
448+ 17.22% |
$36.3K - $49.4K
|
3.05K
$373K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
442+ 3.87% |
$35.8K - $48.7K
|
11.9K
$1.45M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
439New |
$35.6K - $48.4K
|
439
$53.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
430+ 12.9% |
$34.8K - $47.4K
|
3.76K
$460K
|
|
|
Aug 08, 2022
Q2 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
426+ 8.03% |
$34.5K - $47K
|
5.73K
$700K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
414+ 17.34% |
$33.5K - $45.6K
|
2.8K
$342K
|
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
403+ 5.52% |
$32.7K - $44.4K
|
7.71K
$941K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
402+ 62.71% |
$32.6K - $44.3K
|
1.04K
$127K
|
|
|
Jul 19, 2022
Q2 2022
|
Fruth Investment Management
|
BUY
|
- |
400+ 3.07% |
$32.4K - $44.1K
|
13.4K
$1.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
400+ 4.42% |
$32.4K - $44.1K
|
9.45K
$1.15M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
388+ 4.65% |
$31.4K - $42.8K
|
8.74K
$1.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
387+ 6.51% |
$31.4K - $42.7K
|
6.33K
$774K
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
386+ 2.99% |
$31.3K - $42.6K
|
13.3K
$1.62M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
380+ 5.88% |
$30.8K - $41.9K
|
6.84K
$836K
|