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 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2K- 11.88% |
$148K - $187K
|
14.8K
$1.79M
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-2.03K- 29.92% |
$150K - $189K
|
4.74K
$572K
|
|
|
Nov 09, 2022
Q3 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.04K- 1.75% |
$151K - $191K
|
115K
$13.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.06K- 4.91% |
$153K - $193K
|
40K
$4.82M
|
|
|
Oct 27, 2022
Q3 2022
|
Miller Howard Investments Inc
|
SELL
|
- |
-2.08K- 20.75% |
$154K - $195K
|
7.94K
$957K
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.09K- 3.47% |
$155K - $195K
|
58K
$7M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.13K- 7.46% |
$158K - $199K
|
26.5K
$3.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.14K- 25.78% |
$158K - $200K
|
6.15K
$741K
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.16K- 3.18% |
$160K - $202K
|
65.6K
$7.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.16K- 22.98% |
$160K - $202K
|
7.24K
$873K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.2K- 5.85% |
$163K - $206K
|
35.4K
$4.26M
|
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-2.22K- 1.51% |
$165K - $208K
|
145K
$17.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.24K- 6.25% |
$166K - $210K
|
33.6K
$4.05M
|
|
|
Oct 19, 2022
Q3 2022
|
Spirit Of America Management Corp
|
SELL
|
- |
-2.25K- 1.47% |
$167K - $211K
|
151K
$18.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-2.33K- 20.75% |
$172K - $218K
|
8.88K
$1.07M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-2.36K- 4.18% |
$175K - $221K
|
54.2K
$6.53M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.43K- 8.95% |
$180K - $228K
|
24.8K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-2.44K- 16.23% |
$181K - $228K
|
12.6K
$1.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2.46KClosed |
$182K - $230K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.54K- 7.58% |
$188K - $238K
|
30.9K
$3.73M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.63K- 27.21% |
$195K - $246K
|
7.05K
$849K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.65K- 96.5% |
$196K - $248K
|
96
$11.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.66K- 57.27% |
$197K - $249K
|
1.98K
$239K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.66K- 42.19% |
$198K - $249K
|
3.65K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.71K- 28.94% |
$201K - $253K
|
6.65K
$801K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.71K- 2.77% |
$201K - $254K
|
95.3K
$11.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.75K- 31.26% |
$204K - $257K
|
6.04K
$728K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.82K- 31.23% |
$209K - $264K
|
6.22K
$749K
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-2.87K- 91.92% |
$213K - $268K
|
252
$30.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-2.88K- 1.83% |
$213K - $269K
|
154K
$18.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.92K- 14.06% |
$216K - $273K
|
17.8K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2.98K- 10.97% |
$221K - $279K
|
24.2K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-3.02K- 2.37% |
$224K - $282K
|
124K
$15M
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.08K- 2.29% |
$228K - $288K
|
131K
$15.8M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.09K- 54.8% |
$229K - $289K
|
2.55K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-3.11K- 32.17% |
$231K - $291K
|
6.56K
$791K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.13K- 6.53% |
$232K - $293K
|
44.8K
$5.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.18K- 22.62% |
$236K - $298K
|
10.9K
$1.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-3.2K- 6.38% |
$237K - $299K
|
46.9K
$5.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
SELL
|
- |
-3.22K- 49.28% |
$238K - $301K
|
3.31K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-3.27K- 10.86% |
$243K - $306K
|
26.9K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3.47K- 25.5% |
$257K - $325K
|
10.1K
$1.22M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.62K- 9.36% |
$269K - $339K
|
35.1K
$4.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.76K- 26.2% |
$279K - $352K
|
10.6K
$1.28M
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-3.81K- 12.3% |
$283K - $357K
|
27.2K
$3.28M
|
|
|
Nov 15, 2022
Q3 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.82K- 52.51% |
$283K - $357K
|
3.46K
$416K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.83K- 1.37% |
$284K - $359K
|
275K
$33.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4K- 2.17% |
$297K - $374K
|
181K
$21.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.02K- 1.37% |
$298K - $376K
|
289K
$34.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-4.06K- 1.49% |
$301K - $380K
|
268K
$32.3M
|