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 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-4.19K- 10.9% |
$311K - $392K
|
34.2K
$4.13M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4.69K- 20.78% |
$348K - $439K
|
17.9K
$2.15M
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-4.71K- 38.54% |
$349K - $441K
|
7.51K
$906K
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-4.79K- 32.56% |
$355K - $448K
|
9.91K
$1.19M
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.96K- 4.36% |
$368K - $464K
|
109K
$13.1M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.96K- 11.25% |
$368K - $464K
|
39.1K
$4.71M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.97K- 11.48% |
$368K - $465K
|
38.3K
$4.62M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5.08K- 10.34% |
$376K - $475K
|
44K
$5.31M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-5.1K- 88.72% |
$378K - $477K
|
648
$78.1K
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.24K- 3.97% |
$388K - $490K
|
127K
$15.3M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.31KClosed |
$393K - $496K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-5.49K- 47.39% |
$407K - $514K
|
6.1K
$735K
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.67K- 5.87% |
$420K - $530K
|
90.9K
$11M
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5.95K- 21.92% |
$441K - $557K
|
21.2K
$2.56M
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-6.11K- 22.58% |
$453K - $572K
|
21K
$2.53M
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6.4K- 41.02% |
$475K - $599K
|
9.2K
$1.11M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.76K- 12.97% |
$501K - $632K
|
45.3K
$5.46M
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-6.83K- 1.22% |
$507K - $639K
|
555K
$66.9M
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-7.34K- 31.46% |
$544K - $687K
|
16K
$1.93M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.35K- 70.59% |
$545K - $687K
|
3.06K
$369K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.41K- 1.69% |
$549K - $693K
|
432K
$52.1M
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.9KClosed |
$586K - $740K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-8.05K- 14.45% |
$597K - $753K
|
47.7K
$5.75M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-8.07K- 25.95% |
$598K - $755K
|
23K
$2.78M
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-8.3K- 75.87% |
$615K - $776K
|
2.64K
$318K
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-8.36K- 0.6% |
$620K - $782K
|
1.37M
$166M
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-8.6K- 15.75% |
$638K - $805K
|
46K
$5.54M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.87K- 30.01% |
$658K - $830K
|
20.7K
$2.49M
|
|
Oct 21, 2022
Q3 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-9.01K- 42.13% |
$668K - $843K
|
12.4K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-9.02K- 2.14% |
$669K - $844K
|
413K
$49.8M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.08K- 21.41% |
$673K - $849K
|
33.3K
$4.02M
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-9.3K- 43.66% |
$690K - $870K
|
12K
$1.45M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-9.36K- 18.04% |
$694K - $876K
|
42.5K
$5.13M
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-9.69K- 20.58% |
$718K - $906K
|
37.4K
$4.51M
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-9.86K- 2.92% |
$731K - $923K
|
328K
$39.5M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.5K- 17.61% |
$777K - $981K
|
49K
$5.91M
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-10.5K- 1.25% |
$777K - $981K
|
827K
$99.7M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-10.5K- 4.61% |
$778K - $982K
|
217K
$26.2M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.7K- 19.03% |
$796K - $1M
|
45.7K
$5.5M
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-10.9K- 7.45% |
$805K - $1.02M
|
135K
$16.3M
|
|
Feb 23, 2023
Q3 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-11.1K- 1.52% |
$822K - $1.04M
|
717K
$86.4M
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-11.1K- 74.38% |
$823K - $1.04M
|
3.82K
$461K
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11.5K- 72.89% |
$850K - $1.07M
|
4.26K
$514K
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-11.6K- 4.19% |
$860K - $1.09M
|
265K
$31.9M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.7K- 8.79% |
$871K - $1.1M
|
122K
$14.7M
|
|
Nov 08, 2022
Q3 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-12K- 23.75% |
$893K - $1.13M
|
38.7K
$4.66M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-12.1K- 14.68% |
$898K - $1.13M
|
70.4K
$8.48M
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.3K- 1.35% |
$909K - $1.15M
|
894K
$108M
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-13.4K- 60.58% |
$991K - $1.25M
|
8.69K
$1.05M
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-13.8K- 2.63% |
$1.02M - $1.29M
|
510K
$61.5M
|