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
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
18KNew |
$1.33M - $1.68M
|
18K
$2.06M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
18K+ 498.25% |
$1.33M - $1.68M
|
21.6K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.9K+ 5.52% |
$1.33M - $1.68M
|
342K
$39.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.9K+ 22.23% |
$1.33M - $1.67M
|
98.3K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
17.6KNew |
$1.3M - $1.65M
|
17.6K
$2.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
17.5K+ 108.14% |
$1.3M - $1.64M
|
33.7K
$3.86M
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
17.4K+ 35.18% |
$1.29M - $1.63M
|
66.9K
$7.66M
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
17K+ 39.33% |
$1.26M - $1.59M
|
60.3K
$6.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
15.9K+ 48.78% |
$1.18M - $1.49M
|
48.6K
$5.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.8K+ 13.88% |
$1.17M - $1.48M
|
129K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.7K+ 34.56% |
$1.16M - $1.47M
|
61K
$6.98M
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
14.9K+ 307.32% |
$1.11M - $1.39M
|
19.8K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
14.9K+ 137.13% |
$1.1M - $1.39M
|
25.7K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.8K+ 55.74% |
$1.1M - $1.39M
|
41.4K
$4.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
14.5K+ 3.85% |
$1.08M - $1.36M
|
392K
$44.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14K+ 13.14% |
$1.04M - $1.31M
|
121K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.8K+ 55.61% |
$1.03M - $1.29M
|
38.7K
$4.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.8K+ 10.73% |
$1.03M - $1.29M
|
143K
$16.3M
|
|
|
Nov 23, 2022
Q3 2022
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
13.8KNew |
$1.02M - $1.29M
|
13.8K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.4K+ 7.71% |
$992K - $1.25M
|
187K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
13.1K+ 30.16% |
$970K - $1.22M
|
56.5K
$6.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
12.4K+ 7.87% |
$917K - $1.16M
|
170K
$19.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.3K+ 28.7% |
$912K - $1.15M
|
55.2K
$6.31M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.8K+ 297.52% |
$873K - $1.1M
|
15.7K
$1.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.7K+ 12.88% |
$870K - $1.1M
|
103K
$11.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.7K+ 17.94% |
$868K - $1.09M
|
76.9K
$8.8M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
11.6K+ 16.57% |
$857K - $1.08M
|
81.3K
$9.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
11.5K+ 14.4% |
$850K - $1.07M
|
91K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.7K+ 81.5% |
$792K - $999K
|
23.8K
$2.72M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.5K+ 41.99% |
$776K - $979K
|
35.4K
$4.05M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.88KNew |
$733K - $925K
|
9.88K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.88KNew |
$733K - $925K
|
9.88K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
9.45KNew |
$701K - $884K
|
9.45K
$1.08M
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
9.42K+ 18.2% |
$698K - $881K
|
61.1K
$7M
|
|
|
Nov 03, 2022
Q3 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
9.38K+ 9.12% |
$696K - $878K
|
112K
$12.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
9.38KNew |
$696K - $878K
|
9.38K
$1.07M
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.77KNew |
$650K - $820K
|
8.77K
$1M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.73K+ 201.69% |
$648K - $817K
|
13.1K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.51KNew |
$631K - $796K
|
8.51K
$974K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.14K+ 11.84% |
$604K - $762K
|
76.9K
$8.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
8K+ 14.01% |
$593K - $749K
|
65.1K
$7.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
7.97KNew |
$591K - $746K
|
7.97K
$912K
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.83K+ 3.68% |
$580K - $732K
|
221K
$25.2M
|
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7.8K+ 37.41% |
$578K - $729K
|
28.6K
$3.28M
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7.43K+ 6.18% |
$551K - $695K
|
128K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.31K+ 6.14% |
$542K - $684K
|
126K
$14.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.31K+ 151.73% |
$542K - $684K
|
12.1K
$1.39M
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
7.2K+ 0.72% |
$534K - $674K
|
1M
$115M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.09K+ 31.08% |
$526K - $663K
|
29.9K
$3.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.08KNew |
$525K - $662K
|
7.08K
$810K
|