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
|
Marco Investment Management LLC
|
BUY
|
- |
2.02K+ 2.71% |
$149K - $189K
|
76.4K
$8.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2K+ 10.2% |
$149K - $187K
|
21.6K
$2.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2KNew |
$148K - $187K
|
2K
$229K
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.99K+ 21.79% |
$147K - $186K
|
11.1K
$1.27M
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
1.98K+ 63.74% |
$147K - $185K
|
5.08K
$581K
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.95K+ 5.46% |
$145K - $182K
|
37.7K
$4.31M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 19.74% |
$143K - $180K
|
11.7K
$1.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.88KNew |
$139K - $176K
|
1.88K
$215K
|
|
|
Nov 07, 2022
Q3 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.87K+ 48.74% |
$139K - $175K
|
5.72K
$654K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$137K - $172K
|
1.84K
$211K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 41.71% |
$134K - $170K
|
6.16K
$704K
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.81K+ 26.88% |
$134K - $169K
|
8.54K
$977K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.73K+ 55.18% |
$128K - $161K
|
4.85K
$555K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.7K+ 49.71% |
$126K - $159K
|
5.11K
$585K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.63K+ 12.25% |
$121K - $153K
|
15K
$1.71M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.58K+ 25.11% |
$117K - $148K
|
7.86K
$900K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
1.56K+ 42.36% |
$116K - $146K
|
5.24K
$600K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.55K+ 20.98% |
$115K - $145K
|
8.95K
$1.02M
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.52K+ 2.76% |
$113K - $142K
|
56.5K
$6.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.52K+ 6.11% |
$112K - $142K
|
26.3K
$3.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.5K+ 16.01% |
$111K - $140K
|
10.9K
$1.24M
|
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.49K+ 4.7% |
$110K - $139K
|
33.2K
$3.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.49K+ 5.09% |
$110K - $139K
|
30.7K
$3.51M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.47K+ 1.61% |
$109K - $138K
|
92.8K
$10.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.47K+ 19.39% |
$109K - $137K
|
9.05K
$1.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
1.47K+ 0.59% |
$109K - $137K
|
250K
$28.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.44K+ 18.14% |
$107K - $135K
|
9.37K
$1.07M
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
1.44K+ 21.62% |
$106K - $134K
|
8.08K
$924K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.42K+ 9.98% |
$106K - $133K
|
15.7K
$1.8M
|
|
|
Nov 04, 2022
Q3 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.41K+ 41.29% |
$104K - $131K
|
4.81K
$550K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.4KNew |
$104K - $131K
|
1.4K
$160K
|
|
|
Nov 09, 2022
Q3 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.4K+ 1.17% |
$104K - $131K
|
121K
$13.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.4KNew |
$104K - $131K
|
1.4K
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.4K+ 29.04% |
$104K - $131K
|
6.2K
$710K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
1.4K+ 29.04% |
$104K - $131K
|
6.2K
$710K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
1.39K+ 9.34% |
$103K - $130K
|
16.3K
$1.86M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.38K+ 9.68% |
$102K - $129K
|
15.7K
$1.79M
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
1.37K+ 48.38% |
$102K - $128K
|
4.21K
$481K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
1.36K+ 0.23% |
$101K - $127K
|
582K
$66.6M
|
|
|
Nov 21, 2022
Q3 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
1.35K+ 12.6% |
$100K - $126K
|
12.1K
$1.38M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.34K+ 2.2% |
$99.5K - $126K
|
62.2K
$7.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.34KNew |
$99.5K - $126K
|
1.34K
$154K
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
BUY
|
- |
1.32K+ 29.62% |
$97.7K - $123K
|
5.77K
$660K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.32K+ 45.32% |
$97.7K - $123K
|
4.22K
$483K
|
|
|
Oct 19, 2022
Q3 2022
|
Nkcfo LLC
|
BUY
|
- |
1.3K+ 2.44% |
$96.4K - $122K
|
54.5K
$6.24M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.28K+ 6.38% |
$94.6K - $119K
|
21.3K
$2.43M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
1.26K+ 11.57% |
$93.3K - $118K
|
12.1K
$1.39M
|
|
|
Oct 21, 2022
Q3 2022
|
F&V Capital Management, LLC
|
BUY
|
- |
1.24K+ 1.02% |
$92.1K - $116K
|
123K
$14.1M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.22K+ 5.23% |
$90.5K - $114K
|
24.5K
$2.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
1.2K+ 13.84% |
$89.1K - $112K
|
9.89K
$1.13M
|