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 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-235- 0.24% |
$17.4K - $22K
|
98.4K
$11.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-236- 4.65% |
$17.5K - $22.1K
|
4.84K
$583K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-239- 2.6% |
$17.7K - $22.4K
|
8.95K
$1.08M
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-242- 3.19% |
$17.9K - $22.6K
|
7.35K
$885K
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-243- 0.61% |
$18K - $22.7K
|
39.9K
$4.8M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-244- 41.5% |
$18.1K - $22.8K
|
344
$41.5K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-244- 41.5% |
$18.1K - $22.8K
|
344
$41.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-250- 1.3% |
$18.5K - $23.4K
|
19K
$2.29M
|
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-250- 6.25% |
$18.5K - $23.4K
|
3.75K
$452K
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-250- 1.4% |
$18.5K - $23.4K
|
17.6K
$2.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-250- 2.62% |
$18.5K - $23.4K
|
9.31K
$1.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-250- 1.31% |
$18.5K - $23.4K
|
18.9K
$2.28M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-255- 15.1% |
$18.9K - $23.9K
|
1.43K
$173K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-260- 6.21% |
$19.3K - $24.3K
|
3.93K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-260- 0.83% |
$19.3K - $24.3K
|
31K
$3.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-265- 0.63% |
$19.7K - $24.8K
|
41.6K
$5.02M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-267- 6.91% |
$19.8K - $25K
|
3.6K
$434K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-267- 8.45% |
$19.8K - $25K
|
2.89K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-280- 4.54% |
$20.8K - $26.2K
|
5.89K
$710K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-292- 26.19% |
$21.7K - $27.3K
|
823
$99.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-292- 5.57% |
$21.7K - $27.3K
|
4.95K
$597K
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-298- 0.42% |
$22.1K - $27.9K
|
69.9K
$8.42M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-300- 2.02% |
$22.2K - $28.1K
|
14.5K
$1.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-300- 4.07% |
$22.2K - $28.1K
|
7.08K
$853K
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-300- 18.63% |
$22.2K - $28.1K
|
1.31K
$158K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-317- 1.76% |
$23.5K - $29.7K
|
17.7K
$2.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-317- 50.0% |
$23.5K - $29.7K
|
317
$38.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-320- 1.58% |
$23.7K - $29.9K
|
20K
$2.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-326- 7.61% |
$24.2K - $30.5K
|
3.96K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-327- 13.38% |
$24.3K - $30.6K
|
2.12K
$255K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-328- 2.56% |
$24.3K - $30.7K
|
12.5K
$1.51M
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-328- 3.99% |
$24.3K - $30.7K
|
7.9K
$952K
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-328- 7.84% |
$24.3K - $30.7K
|
3.86K
$465K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-329- 0.54% |
$24.4K - $30.8K
|
61K
$7.36M
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-330- 7.03% |
$24.5K - $30.9K
|
4.37K
$526K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-336- 3.19% |
$24.9K - $31.4K
|
10.2K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-337- 0.05% |
$25K - $31.5K
|
623K
$75.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-338- 1.17% |
$25.1K - $31.6K
|
28.6K
$3.45M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-338- 1.17% |
$25.1K - $31.6K
|
28.6K
$3.45M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-344- 3.08% |
$25.5K - $32.2K
|
10.8K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-345- 1.27% |
$25.6K - $32.3K
|
26.8K
$3.23M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-347- 3.66% |
$25.7K - $32.5K
|
9.13K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-350- 7.09% |
$26K - $32.7K
|
4.59K
$553K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-358- 2.2% |
$26.5K - $33.5K
|
15.9K
$1.92M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-363- 6.38% |
$26.9K - $34K
|
5.33K
$642K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-366- 2.3% |
$27.1K - $34.2K
|
15.6K
$1.87M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-367- 2.0% |
$27.2K - $34.3K
|
18K
$2.17M
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-370- 53.94% |
$27.4K - $34.6K
|
316
$38.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-374- 3.02% |
$27.7K - $35K
|
12K
$1.45M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-380- 7.39% |
$28.2K - $35.6K
|
4.76K
$574K
|