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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
48+ 1.65% |
$3.89K - $5.29K
|
2.97K
$362K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
46+ 66.67% |
$3.73K - $5.07K
|
115
$14K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45+ 3.82% |
$3.65K - $4.96K
|
1.22K
$149K
|
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
44+ 1.68% |
$3.56K - $4.85K
|
2.66K
$325K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
44New |
$3.56K - $4.85K
|
44
$5.38K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 7.93% |
$3.32K - $4.52K
|
558
$68.2K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
40+ 0.43% |
$3.24K - $4.41K
|
9.4K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40+ 0.83% |
$3.24K - $4.41K
|
4.84K
$591K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
38+ 28.57% |
$3.08K - $4.19K
|
171
$20.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
38+ 6.4% |
$3.08K - $4.19K
|
632
$77.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
37+ 4.22% |
$3K - $4.08K
|
913
$112K
|
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
35+ 0.38% |
$2.84K - $3.86K
|
9.27K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
35+ 1.8% |
$2.84K - $3.86K
|
1.98K
$242K
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
33+ 0.16% |
$2.67K - $3.64K
|
20.8K
$2.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
32+ 0.01% |
$2.59K - $3.53K
|
583K
$71.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
31+ 0.29% |
$2.51K - $3.42K
|
10.8K
$1.31M
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
31+ 36.9% |
$2.51K - $3.42K
|
115
$14K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
30+ 0.18% |
$2.43K - $3.31K
|
16.4K
$2M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29+ 32.22% |
$2.35K - $3.2K
|
119
$14.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
28New |
$2.27K - $3.09K
|
28
$3.42K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
28+ 0.57% |
$2.27K - $3.09K
|
4.94K
$604K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
28New |
$2.27K - $3.09K
|
28
$3.42K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26+ 0.34% |
$2.11K - $2.87K
|
7.67K
$937K
|
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
BUY
|
- |
25+ 0.94% |
$2.03K - $2.76K
|
2.67K
$326K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
23+ 0.4% |
$1.86K - $2.54K
|
5.83K
$712K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23+ 0.66% |
$1.86K - $2.54K
|
3.53K
$431K
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
23+ 0.44% |
$1.86K - $2.54K
|
5.27K
$644K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
22+ 17.6% |
$1.78K - $2.43K
|
147
$18K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22+ 0.08% |
$1.78K - $2.43K
|
28.8K
$3.51M
|
|
|
Jul 13, 2022
Q2 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
20+ 0.39% |
$1.62K - $2.21K
|
5.15K
$629K
|
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
19New |
$1.54K - $2.09K
|
19
$2.32K
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
18+ 0.62% |
$1.46K - $1.98K
|
2.93K
$358K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18+ 25.71% |
$1.46K - $1.98K
|
88
$10.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
16+ 0.66% |
$1.3K - $1.76K
|
2.45K
$299K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
15New |
$1.22K - $1.65K
|
15
$1.83K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 8.15% |
$1.22K - $1.65K
|
199
$24.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
BUY
|
- |
14+ 0.38% |
$1.13K - $1.54K
|
3.69K
$450K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
14+ 2.05% |
$1.13K - $1.54K
|
696
$85K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
14+ 0.34% |
$1.13K - $1.54K
|
4.09K
$499K
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
14+ 0.32% |
$1.13K - $1.54K
|
4.35K
$531K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12+ 0.34% |
$972 - $1.32K
|
3.57K
$436K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
12+ 0.43% |
$972 - $1.32K
|
2.79K
$341K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
11+ 0.19% |
$891 - $1.21K
|
5.75K
$702K
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
9+ 0.12% |
$729 - $992
|
7.78K
$951K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 9.57% |
$729 - $992
|
103
$12.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
9+ 0.19% |
$729 - $992
|
4.75K
$581K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 1.58% |
$648 - $882
|
513
$62.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.91% |
$648 - $882
|
883
$108K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.35% |
$648 - $882
|
2.3K
$281K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7+ 0.03% |
$567 - $772
|
20.9K
$2.55M
|