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
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-146- 1.19% |
$11.8K - $16.1K
|
12.1K
$1.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-150- 0.83% |
$12.2K - $16.5K
|
17.9K
$2.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-150- 0.1% |
$12.2K - $16.5K
|
146K
$17.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-151- 0.86% |
$12.2K - $16.6K
|
17.4K
$2.12M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-154- 33.7% |
$12.5K - $17K
|
303
$37K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-156- 4.09% |
$12.6K - $17.2K
|
3.65K
$446K
|
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-157- 3.49% |
$12.7K - $17.3K
|
4.34K
$530K
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-157- 2.36% |
$12.7K - $17.3K
|
6.5K
$794K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-160- 1.1% |
$13K - $17.6K
|
14.4K
$1.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-161Closed |
$13K - $17.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-165- 5.82% |
$13.4K - $18.2K
|
2.67K
$326K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-165- 4.08% |
$13.4K - $18.2K
|
3.88K
$474K
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-168- 0.57% |
$13.6K - $18.5K
|
29.5K
$3.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-170- 6.36% |
$13.8K - $18.7K
|
2.5K
$306K
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-171- 6.29% |
$13.9K - $18.9K
|
2.55K
$311K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-173- 0.3% |
$14K - $19.1K
|
57.6K
$7.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-175- 0.33% |
$14.2K - $19.3K
|
52.9K
$6.47M
|
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-177- 4.58% |
$14.3K - $19.5K
|
3.68K
$450K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-180- 2.03% |
$14.6K - $19.8K
|
8.71K
$1.06M
|
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-190- 2.51% |
$15.4K - $20.9K
|
7.39K
$903K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-193- 26.12% |
$15.6K - $21.3K
|
546
$66.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-194Closed |
$15.7K - $21.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-198- 0.76% |
$16K - $21.8K
|
25.7K
$3.14M
|
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-200- 0.94% |
$16.2K - $22.1K
|
21.2K
$2.59M
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-200- 5.5% |
$16.2K - $22.1K
|
3.44K
$420K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-200Closed |
$16.2K - $22.1K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-200- 5.68% |
$16.2K - $22.1K
|
3.32K
$406K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-200Closed |
$16.2K - $22.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-202- 2.07% |
$16.4K - $22.3K
|
9.55K
$1.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-202- 2.19% |
$16.4K - $22.3K
|
9.04K
$1.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-203- 2.39% |
$16.4K - $22.4K
|
8.3K
$1.01M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-205- 4.17% |
$16.6K - $22.6K
|
4.71K
$575K
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-206- 0.76% |
$16.7K - $22.7K
|
27.1K
$3.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-209- 1.62% |
$16.9K - $23K
|
12.7K
$1.55M
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
SELL
|
- |
-209- 2.79% |
$16.9K - $23K
|
7.28K
$889K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-210- 5.93% |
$17K - $23.2K
|
3.33K
$407K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-213- 16.99% |
$17.3K - $23.5K
|
1.04K
$127K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-217- 0.24% |
$17.6K - $23.9K
|
91.3K
$11.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-218- 0.78% |
$17.7K - $24K
|
27.9K
$3.41M
|
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-225Closed |
$18.2K - $24.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-232- 0.19% |
$18.8K - $25.6K
|
121K
$14.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-233- 6.56% |
$18.9K - $25.7K
|
3.32K
$405K
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-237- 1.94% |
$19.2K - $26.1K
|
12K
$1.46M
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-239- 5.04% |
$19.4K - $26.3K
|
4.5K
$550K
|
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-246- 1.43% |
$19.9K - $27.1K
|
17K
$2.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-251- 31.1% |
$20.3K - $27.7K
|
556
$67.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-256- 2.13% |
$20.7K - $28.2K
|
11.7K
$1.44M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-259- 5.23% |
$21K - $28.6K
|
4.7K
$574K
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
SELL
|
- |
-260- 8.03% |
$21.1K - $28.7K
|
2.98K
$364K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-262- 20.61% |
$21.2K - $28.9K
|
1.01K
$123K
|