Purchases and Sales Made in Q3 2022 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
155+ 0.43% |
$11.5K - $14.5K
|
36.5K
$4.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
150+ 3.18% |
$11.1K - $14K
|
4.87K
$586K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
150+ 28.96% |
$11.1K - $14K
|
668
$80.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
147+ 1.54% |
$10.9K - $13.8K
|
9.72K
$1.17M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
146+ 3.41% |
$10.8K - $13.7K
|
4.43K
$534K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
143+ 4.61% |
$10.6K - $13.4K
|
3.24K
$391K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
141+ 2.58% |
$10.5K - $13.2K
|
5.6K
$675K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
139+ 11.51% |
$10.3K - $13K
|
1.35K
$162K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
134+ 3.51% |
$9.94K - $12.5K
|
3.95K
$476K
|
|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
134+ 1.96% |
$9.94K - $12.5K
|
6.97K
$840K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
133+ 2.8% |
$9.86K - $12.4K
|
4.89K
$589K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
129+ 1.82% |
$9.57K - $12.1K
|
7.21K
$869K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
128New |
$9.49K - $12K
|
128
$15.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
127+ 23.26% |
$9.42K - $11.9K
|
673
$81.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
127+ 2.01% |
$9.42K - $11.9K
|
6.46K
$779K
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
127+ 3.37% |
$9.42K - $11.9K
|
3.89K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
126+ 1.99% |
$9.34K - $11.8K
|
6.44K
$777K
|
|
|
Oct 11, 2022
Q3 2022
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
125+ 0.11% |
$9.27K - $11.7K
|
113K
$13.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
125New |
$9.27K - $11.7K
|
125
$15.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
125+ 1.08% |
$9.27K - $11.7K
|
11.7K
$1.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
125+ 62.5% |
$9.27K - $11.7K
|
325
$39.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
120+ 6.25% |
$8.9K - $11.2K
|
2.04K
$246K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
116+ 0.48% |
$8.6K - $10.9K
|
24.5K
$2.95M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
115+ 1.74% |
$8.53K - $10.8K
|
6.71K
$809K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
112+ 4.48% |
$8.31K - $10.5K
|
2.61K
$315K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
110+ 3.26% |
$8.16K - $10.3K
|
3.49K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
109+ 0.07% |
$8.08K - $10.2K
|
157K
$18.9M
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
108+ 1.1% |
$8.01K - $10.1K
|
9.89K
$1.19M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
107+ 2.21% |
$7.94K - $10K
|
4.94K
$595K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
107+ 64.85% |
$7.94K - $10K
|
272
$32.8K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
105+ 3.63% |
$7.79K - $9.82K
|
3K
$362K
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
103+ 0.26% |
$7.64K - $9.64K
|
39.1K
$4.71M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
101+ 44.89% |
$7.49K - $9.45K
|
326
$39.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
101+ 9.7% |
$7.49K - $9.45K
|
1.14K
$138K
|
|
|
Oct 27, 2022
Q3 2022
|
Montgomery Investment Management Inc
|
BUY
|
- |
100+ 0.16% |
$7.42K - $9.36K
|
61.3K
$7.38M
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
100+ 0.97% |
$7.42K - $9.36K
|
10.4K
$1.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
98+ 57.31% |
$7.27K - $9.17K
|
269
$32.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
98+ 3.62% |
$7.27K - $9.17K
|
2.8K
$338K
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
97+ 7.19% |
$7.19K - $9.08K
|
1.45K
$174K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
97+ 1.33% |
$7.19K - $9.08K
|
7.39K
$890K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
95+ 2.06% |
$7.05K - $8.89K
|
4.71K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
95+ 20.0% |
$7.05K - $8.89K
|
570
$68.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
94+ 0.44% |
$6.97K - $8.8K
|
21.5K
$2.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
94+ 0.91% |
$6.97K - $8.8K
|
10.4K
$1.25M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
92+ 0.1% |
$6.82K - $8.61K
|
91.9K
$11.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
91+ 6.84% |
$6.75K - $8.51K
|
1.42K
$171K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
85+ 1.96% |
$6.3K - $7.95K
|
4.43K
$534K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
82+ 2.91% |
$6.08K - $7.67K
|
2.9K
$349K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
80+ 5.03% |
$5.93K - $7.49K
|
1.67K
$201K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
78+ 152.94% |
$5.78K - $7.3K
|
129
$15.5K
|