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 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.76K+ 63.07% |
$205K - $258K
|
7.13K
$816K
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.76KNew |
$204K - $258K
|
2.76K
$315K
|
|
Nov 01, 2022
Q3 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.75K+ 44.43% |
$204K - $258K
|
8.95K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.75K+ 0.47% |
$204K - $257K
|
586K
$67M
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.74K+ 7.45% |
$203K - $257K
|
39.5K
$4.52M
|
|
Oct 31, 2022
Q3 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.71K+ 6.43% |
$201K - $253K
|
44.9K
$5.13M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.71K+ 1.19% |
$201K - $253K
|
230K
$26.3M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.7K+ 53.77% |
$200K - $253K
|
7.73K
$884K
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.7KNew |
$200K - $252K
|
2.7K
$309K
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.69KNew |
$200K - $252K
|
2.69K
$308K
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
- |
2.69K+ 25.93% |
$199K - $252K
|
13.1K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.67KNew |
$198K - $250K
|
2.67K
$306K
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.64K+ 4.57% |
$195K - $247K
|
60.2K
$6.89M
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.63KNew |
$195K - $246K
|
2.63K
$300K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.62K+ 52.34% |
$195K - $246K
|
7.64K
$874K
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.62KNew |
$195K - $245K
|
2.62K
$300K
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.62KNew |
$194K - $245K
|
2.62K
$300K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
2.6K+ 11.41% |
$193K - $243K
|
25.4K
$2.9M
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
2.59KNew |
$192K - $242K
|
2.59K
$296K
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.57K+ 36.83% |
$190K - $240K
|
9.53K
$1.09M
|
|
Nov 09, 2022
Q3 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.56KNew |
$190K - $239K
|
2.56K
$293K
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
2.56K+ 1.73% |
$190K - $239K
|
151K
$17.3M
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.55K+ 3.37% |
$189K - $239K
|
78.3K
$8.96M
|
|
Oct 31, 2022
Q3 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
2.49K+ 1.12% |
$185K - $233K
|
225K
$25.7M
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.49KNew |
$184K - $233K
|
2.49K
$285K
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
2.48K+ 9.32% |
$184K - $232K
|
29.1K
$3.33M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.45K+ 25.33% |
$182K - $229K
|
12.1K
$1.39M
|
|
Oct 25, 2022
Q3 2022
|
Alta Capital Management LLC
|
BUY
|
- |
2.44K+ 6.32% |
$181K - $229K
|
41.1K
$4.7M
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.4K+ 9.93% |
$178K - $224K
|
26.6K
$3.04M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.4K+ 0.33% |
$178K - $224K
|
721K
$82.5M
|
|
Nov 14, 2022
Q3 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.36KNew |
$175K - $221K
|
2.36K
$270K
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
2.35KNew |
$175K - $220K
|
2.35K
$269K
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
2.34K+ 2.88% |
$174K - $219K
|
83.7K
$9.58M
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
BUY
|
- |
2.33KNew |
$173K - $218K
|
2.33K
$266K
|
|
Nov 07, 2022
Q3 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.32K+ 19.88% |
$172K - $217K
|
14K
$1.6M
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.3K+ 0.11% |
$171K - $215K
|
2.08M
$239M
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.3K+ 3.08% |
$171K - $215K
|
77K
$8.81M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.29K+ 5.95% |
$170K - $214K
|
40.8K
$4.66M
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.28K+ 5.19% |
$169K - $213K
|
46.2K
$5.29M
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.28K+ 9.79% |
$169K - $213K
|
25.5K
$2.92M
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.28KNew |
$169K - $213K
|
2.28K
$260K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.26K+ 7.59% |
$168K - $212K
|
32K
$3.67M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.26K+ 70.31% |
$167K - $211K
|
5.46K
$625K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.23KNew |
$165K - $209K
|
2.23K
$255K
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.18KNew |
$161K - $204K
|
2.18K
$249K
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.16K+ 12.75% |
$160K - $202K
|
19.1K
$2.19M
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.16K+ 3.98% |
$160K - $202K
|
56.3K
$6.45M
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
2.13K+ 11.3% |
$158K - $200K
|
21K
$2.4M
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.13K+ 73.55% |
$158K - $199K
|
5.03K
$575K
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.1K+ 3.69% |
$156K - $196K
|
59K
$6.75M
|