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 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1+ 0.0% |
$74.2 - $93.6
|
27K
$3.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$74.2 - $93.6
|
164
$19.8K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.68% |
$74.2 - $93.6
|
148
$17.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.7% |
$74.2 - $93.6
|
144
$17.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 0.46% |
$74.2 - $93.6
|
219
$26.5K
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$74.2 - $93.6
|
6.97K
$842K
|
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
BUY
|
- |
1+ 3.03% |
$74.2 - $93.6
|
34
$4.11K
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1- 0.03% |
$74.2 - $93.6
|
3.46K
$418K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2- 7.14% |
$148 - $187
|
26
$3.14K
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2- 0.06% |
$148 - $187
|
3.44K
$416K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 9.09% |
$222 - $281
|
30
$3.63K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4- 0.09% |
$297 - $374
|
4.49K
$543K
|
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4- 0.08% |
$297 - $374
|
5.14K
$621K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4- 0.02% |
$297 - $374
|
16.4K
$1.98M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 2.51% |
$371 - $468
|
194
$23.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-5- 0.12% |
$371 - $468
|
4.08K
$493K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-5- 8.47% |
$371 - $468
|
54
$6.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-5- 0.06% |
$371 - $468
|
8.18K
$988K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-6- 0.02% |
$445 - $561
|
26.6K
$3.22M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 0.83% |
$667 - $842
|
1.08K
$131K
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-10- 1.15% |
$742 - $936
|
860
$104K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-12- 3.68% |
$890 - $1.12K
|
314
$37.9K
|
|
|
Oct 06, 2022
Q3 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-14- 0.03% |
$1.04K - $1.31K
|
41.3K
$4.99M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-14- 2.01% |
$1.04K - $1.31K
|
682
$82.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-16- 0.31% |
$1.19K - $1.5K
|
5.18K
$626K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 27.59% |
$1.19K - $1.5K
|
42
$5.08K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-17- 0.22% |
$1.26K - $1.59K
|
7.65K
$925K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.23% |
$1.26K - $1.59K
|
7.42K
$897K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-18- 0.31% |
$1.33K - $1.68K
|
5.81K
$702K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-19- 29.69% |
$1.41K - $1.78K
|
45
$5.44K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-19- 7.98% |
$1.41K - $1.78K
|
219
$26.5K
|
|
|
Oct 19, 2022
Q3 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-20- 0.5% |
$1.48K - $1.87K
|
4.01K
$485K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-20- 0.09% |
$1.48K - $1.87K
|
21.3K
$2.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-20- 0.23% |
$1.48K - $1.87K
|
8.69K
$1.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-21- 0.06% |
$1.56K - $1.96K
|
35K
$4.23M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-21- 0.82% |
$1.56K - $1.96K
|
2.53K
$305K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 19.33% |
$1.71K - $2.15K
|
96
$11.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.47% |
$1.85K - $2.34K
|
5.25K
$634K
|
|
|
Nov 10, 2022
Q3 2022
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-25- 0.02% |
$1.85K - $2.34K
|
105K
$12.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-26- 1.13% |
$1.93K - $2.43K
|
2.27K
$275K
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-26- 0.89% |
$1.93K - $2.43K
|
2.91K
$351K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-27- 4.22% |
$2K - $2.53K
|
613
$74.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-27- 0.6% |
$2K - $2.53K
|
4.49K
$542K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-28Closed |
$2.08K - $2.62K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-28- 0.43% |
$2.08K - $2.62K
|
6.52K
$788K
|
|
|
Oct 11, 2022
Q3 2022
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-29- 0.12% |
$2.15K - $2.71K
|
24.3K
$2.94M
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-29- 0.33% |
$2.15K - $2.71K
|
8.88K
$1.07M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-30- 0.52% |
$2.22K - $2.81K
|
5.72K
$691K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-30- 0.79% |
$2.22K - $2.81K
|
3.76K
$454K
|