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 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.16K+ 280.48% |
$94.3K - $128K
|
1.58K
$194K
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.12K+ 7.42% |
$90.6K - $123K
|
16.2K
$1.99M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.1K+ 1427.27% |
$89K - $121K
|
1.18K
$145K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.09K+ 2.65% |
$88.5K - $120K
|
42.4K
$5.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.08K+ 28.79% |
$87.2K - $119K
|
4.81K
$593K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.06K+ 4.57% |
$86.2K - $117K
|
24.4K
$3M
|
|
|
Jul 27, 2022
Q2 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.06K+ 0.91% |
$85.6K - $117K
|
117K
$14.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.06K+ 1.73% |
$85.5K - $116K
|
62.1K
$7.64M
|
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.06K+ 6.97% |
$85.5K - $116K
|
16.2K
$1.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.05K+ 18.57% |
$85.4K - $116K
|
6.73K
$828K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 11.05% |
$84.8K - $115K
|
10.5K
$1.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.03K+ 2.76% |
$83.5K - $114K
|
38.4K
$4.73M
|
|
|
Jul 15, 2022
Q2 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.02KNew |
$82.4K - $112K
|
1.02K
$125K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.02K+ 1.94% |
$82.3K - $112K
|
53.5K
$6.59M
|
|
|
Jul 08, 2022
Q2 2022
|
Cullinan Associates Inc
|
BUY
|
- |
1K+ 16.95% |
$81K - $110K
|
6.9K
$849K
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1K+ 3.39% |
$81K - $110K
|
30.5K
$3.75M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
963+ 13.82% |
$78K - $106K
|
7.93K
$976K
|
|
|
Aug 05, 2022
Q2 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
934+ 1.67% |
$75.7K - $103K
|
56.9K
$7M
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
930+ 8.66% |
$75.3K - $103K
|
11.7K
$1.44M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
923+ 26.75% |
$74.8K - $102K
|
4.37K
$538K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
908+ 20.95% |
$73.6K - $100K
|
5.24K
$645K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
906+ 9.54% |
$73.4K - $99.9K
|
10.4K
$1.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
904+ 7.23% |
$73.2K - $99.7K
|
13.4K
$1.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
895+ 22.6% |
$72.5K - $98.7K
|
4.86K
$598K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
892+ 19.51% |
$72.3K - $98.3K
|
5.46K
$672K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
888+ 4.1% |
$71.9K - $97.9K
|
22.6K
$2.78M
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
874+ 5.99% |
$70.8K - $96.4K
|
15.5K
$1.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
870+ 3.41% |
$70.5K - $95.9K
|
26.4K
$3.25M
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
870+ 2.28% |
$70.5K - $95.9K
|
39K
$4.8M
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
861+ 7.73% |
$69.8K - $94.9K
|
12K
$1.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
801+ 24.16% |
$64.9K - $88.3K
|
4.12K
$507K
|
|
|
Jul 29, 2022
Q2 2022
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
800+ 26.46% |
$64.8K - $88.2K
|
3.82K
$471K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
760+ 12.33% |
$61.6K - $83.8K
|
6.93K
$852K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
747+ 2.43% |
$60.5K - $82.4K
|
31.5K
$3.87M
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
738+ 29.6% |
$59.8K - $81.4K
|
3.23K
$398K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
720+ 45.63% |
$58.3K - $79.4K
|
2.3K
$283K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
713+ 79.49% |
$57.8K - $78.6K
|
1.61K
$198K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
709+ 13.05% |
$57.4K - $78.2K
|
6.14K
$756K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
704+ 9.66% |
$57K - $77.6K
|
7.99K
$984K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
698+ 8.63% |
$56.6K - $77K
|
8.78K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
686+ 21.72% |
$55.6K - $75.6K
|
3.85K
$473K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
676+ 11.66% |
$54.8K - $74.5K
|
6.47K
$797K
|
|
|
Jul 26, 2022
Q2 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
671+ 7.18% |
$54.4K - $74K
|
10K
$1.23M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
671+ 26.98% |
$54.4K - $74K
|
3.16K
$389K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
650+ 2.98% |
$52.7K - $71.7K
|
22.5K
$2.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
649+ 9.23% |
$52.6K - $71.6K
|
7.68K
$946K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
643+ 34.48% |
$52.1K - $70.9K
|
2.51K
$309K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
639+ 17.25% |
$51.8K - $70.4K
|
4.34K
$535K
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
629+ 1.66% |
$51K - $69.3K
|
38.5K
$4.73M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
628+ 1.35% |
$50.9K - $69.2K
|
47.3K
$5.82M
|