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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-64- 0.23% |
$5.19K - $7.06K
|
28.1K
$3.43M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-65- 11.15% |
$5.27K - $7.17K
|
518
$63.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-65- 1.25% |
$5.27K - $7.17K
|
5.14K
$628K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-69- 0.51% |
$5.59K - $7.61K
|
13.3K
$1.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-75- 2.34% |
$6.08K - $8.27K
|
3.13K
$382K
|
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-75- 1.58% |
$6.08K - $8.27K
|
4.68K
$571K
|
|
|
Jul 12, 2022
Q2 2022
|
Insight Folios Inc
|
SELL
|
- |
-77- 1.9% |
$6.24K - $8.49K
|
3.98K
$487K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-77- 50.0% |
$6.24K - $8.49K
|
77
$9.41K
|
|
|
Jul 18, 2022
Q2 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-78- 1.59% |
$6.32K - $8.6K
|
4.83K
$590K
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-78- 1.2% |
$6.32K - $8.6K
|
6.44K
$786K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-80- 1.39% |
$6.48K - $8.82K
|
5.69K
$695K
|
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-81- 0.62% |
$6.56K - $8.93K
|
12.9K
$1.58M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-81- 3.33% |
$6.56K - $8.93K
|
2.35K
$287K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-82- 0.59% |
$6.64K - $9.04K
|
13.9K
$1.7M
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
SELL
|
- |
-86- 25.75% |
$6.97K - $9.48K
|
248
$30.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-86- 0.12% |
$6.97K - $9.48K
|
74.3K
$9.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-87- 3.11% |
$7.05K - $9.59K
|
2.71K
$331K
|
|
|
Aug 15, 2022
Q2 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-88- 1.95% |
$7.13K - $9.7K
|
4.43K
$542K
|
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-91- 0.52% |
$7.37K - $10K
|
17.4K
$2.13M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-91- 1.79% |
$7.37K - $10K
|
4.99K
$609K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-92- 7.79% |
$7.45K - $10.1K
|
1.09K
$133K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-93- 53.76% |
$7.53K - $10.3K
|
80
$9.77K
|
|
|
Jul 08, 2022
Q2 2022
|
17 Capital Partners, LLC
|
SELL
|
- |
-95- 0.88% |
$7.7K - $10.5K
|
10.7K
$1.31M
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-95- 1.38% |
$7.7K - $10.5K
|
6.77K
$827K
|
|
|
Aug 15, 2022
Q2 2022
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-97- 1.12% |
$7.86K - $10.7K
|
8.58K
$1.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-98- 2.92% |
$7.94K - $10.8K
|
3.25K
$397K
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-98- 3.31% |
$7.94K - $10.8K
|
2.87K
$350K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-99- 2.91% |
$8.02K - $10.9K
|
3.3K
$403K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-99- 41.25% |
$8.02K - $10.9K
|
141
$17.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-100- 1.86% |
$8.1K - $11K
|
5.27K
$644K
|
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-100- 2.08% |
$8.1K - $11K
|
4.72K
$576K
|
|
|
Aug 11, 2022
Q2 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-100- 0.09% |
$8.1K - $11K
|
115K
$14.1M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 4.39% |
$8.1K - $11K
|
2.18K
$266K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-102- 2.3% |
$8.26K - $11.2K
|
4.33K
$529K
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-107- 1.52% |
$8.67K - $11.8K
|
6.92K
$846K
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-110- 1.4% |
$8.91K - $12.1K
|
7.74K
$946K
|
|
|
Jul 08, 2022
Q2 2022
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-114- 0.47% |
$9.24K - $12.6K
|
24.4K
$2.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-116- 0.98% |
$9.4K - $12.8K
|
11.8K
$1.44M
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-119Closed |
$9.64K - $13.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-121- 2.4% |
$9.8K - $13.3K
|
4.91K
$600K
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
SELL
|
- |
-124- 1.49% |
$10K - $13.7K
|
8.18K
$1M
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-125Closed |
$10.1K - $13.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-125- 1.78% |
$10.1K - $13.8K
|
6.89K
$841K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-125- 38.46% |
$10.1K - $13.8K
|
200
$24.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-128- 4.14% |
$10.4K - $14.1K
|
2.96K
$362K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-130- 4.3% |
$10.5K - $14.3K
|
2.9K
$354K
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-135- 4.14% |
$10.9K - $14.9K
|
3.13K
$382K
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-136- 3.15% |
$11K - $15K
|
4.19K
$511K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-137- 79.65% |
$11.1K - $15.1K
|
35
$4.28K
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-142Closed |
$11.5K - $15.7K
|
0
$0
|