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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
77+ 12.18% |
$5.71K - $7.2K
|
709
$86.6K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
76+ 54.68% |
$5.64K - $7.11K
|
215
$26.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
76+ 0.66% |
$5.64K - $7.11K
|
11.6K
$1.42M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 2.39% |
$5.56K - $7.02K
|
3.22K
$393K
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
75+ 0.52% |
$5.56K - $7.02K
|
14.6K
$1.78M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
75+ 2.07% |
$5.56K - $7.02K
|
3.71K
$453K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
75+ 2.28% |
$5.56K - $7.02K
|
3.37K
$412K
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
65+ 2.44% |
$4.82K - $6.08K
|
2.73K
$333K
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
65+ 1.04% |
$4.82K - $6.08K
|
6.32K
$773K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
65New |
$4.82K - $6.08K
|
65
$7.94K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
64+ 0.76% |
$4.75K - $5.99K
|
8.49K
$1.04M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
64+ 5.83% |
$4.75K - $5.99K
|
1.16K
$142K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
63+ 48.84% |
$4.67K - $5.89K
|
192
$23.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
61+ 1.89% |
$4.52K - $5.71K
|
3.29K
$402K
|
|
|
Oct 21, 2022
Q3 2022
|
Argyle Capital Management Inc.
|
BUY
|
- |
60+ 0.25% |
$4.45K - $5.61K
|
24.3K
$2.97M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
59+ 16.81% |
$4.38K - $5.52K
|
410
$50.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
59+ 6.14% |
$4.38K - $5.52K
|
1.02K
$125K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
59+ 1.22% |
$4.38K - $5.52K
|
4.9K
$599K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
56+ 7.51% |
$4.15K - $5.24K
|
802
$98K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
56+ 1.53% |
$4.15K - $5.24K
|
3.72K
$455K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
50+ 1.42% |
$3.71K - $4.68K
|
3.57K
$436K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
49+ 1.51% |
$3.63K - $4.58K
|
3.29K
$402K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
48New |
$3.56K - $4.49K
|
48
$5.86K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
48+ 2.04% |
$3.56K - $4.49K
|
2.4K
$293K
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
47+ 1.08% |
$3.49K - $4.4K
|
4.38K
$535K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
47+ 0.77% |
$3.49K - $4.4K
|
6.13K
$749K
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
47+ 1.36% |
$3.49K - $4.4K
|
3.51K
$428K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
45+ 1.56% |
$3.34K - $4.21K
|
2.92K
$357K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
44+ 0.52% |
$3.26K - $4.12K
|
8.44K
$1.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
43+ 5.22% |
$3.19K - $4.02K
|
867
$106K
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
43+ 1.3% |
$3.19K - $4.02K
|
3.35K
$409K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
42+ 0.25% |
$3.11K - $3.93K
|
16.8K
$2.05M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
40+ 0.43% |
$2.97K - $3.74K
|
9.44K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
40+ 3.96% |
$2.97K - $3.74K
|
1.05K
$128K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
39+ 0.42% |
$2.89K - $3.65K
|
9.43K
$1.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
37+ 0.57% |
$2.74K - $3.46K
|
6.47K
$791K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
36+ 6.38% |
$2.67K - $3.37K
|
600
$73.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
36New |
$2.67K - $3.37K
|
36
$4.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
33+ 2.14% |
$2.45K - $3.09K
|
1.58K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
32New |
$2.37K - $2.99K
|
32
$3.91K
|
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
BUY
|
- |
31+ 1.25% |
$2.3K - $2.9K
|
2.51K
$306K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31+ 0.5% |
$2.3K - $2.9K
|
6.19K
$757K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
30+ 7.16% |
$2.22K - $2.81K
|
449
$54.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
30+ 0.34% |
$2.22K - $2.81K
|
8.93K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
BUY
|
- |
29+ 1.09% |
$2.15K - $2.71K
|
2.7K
$330K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
28+ 4.9% |
$2.08K - $2.62K
|
599
$73.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
27+ 0.62% |
$2K - $2.53K
|
4.36K
$532K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
25+ 166.67% |
$1.85K - $2.34K
|
40
$4.89K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25+ 1.73% |
$1.85K - $2.34K
|
1.47K
$180K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
25+ 32.47% |
$1.85K - $2.34K
|
102
$12.5K
|