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 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.18K+ 18.17% |
$87.6K - $111K
|
7.68K
$926K
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.18K+ 10.81% |
$87.4K - $110K
|
12.1K
$1.46M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.16K+ 2.22% |
$86K - $108K
|
53.3K
$6.43M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.15K+ 2.33% |
$85K - $107K
|
50.4K
$6.07M
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.14K+ 36.87% |
$84.5K - $107K
|
4.23K
$510K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.14K+ 23.54% |
$84.4K - $106K
|
5.97K
$720K
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.11K+ 3.51% |
$82K - $103K
|
32.6K
$3.93M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.08K+ 4913.64% |
$80.2K - $101K
|
1.1K
$133K
|
|
Oct 13, 2022
Q3 2022
|
Foundation Resource Management Inc
|
BUY
|
- |
1.07K+ 1.6% |
$79.5K - $100K
|
67.9K
$8.19M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.06K+ 30.54% |
$78.7K - $99.3K
|
4.54K
$547K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.06K+ 30.51% |
$78.6K - $99.2K
|
4.53K
$546K
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.03K+ 1.57% |
$76.2K - $96.1K
|
66.6K
$8.03M
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.02K+ 293.68% |
$75.8K - $95.6K
|
1.37K
$165K
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.02K+ 3.01% |
$75.7K - $95.5K
|
34.9K
$4.21M
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.02KNew |
$75.4K - $95.2K
|
1.02K
$123K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.02K+ 12.98% |
$75.3K - $95.1K
|
8.84K
$1.07M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.01KNew |
$74.9K - $94.5K
|
1.01K
$122K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 28.57% |
$74.8K - $94.4K
|
4.54K
$547K
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.01K+ 1.62% |
$74.7K - $94.2K
|
63.1K
$7.61M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1K+ 26.05% |
$74.4K - $93.9K
|
4.85K
$585K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1K+ 2.35% |
$74.2K - $93.7K
|
43.6K
$5.25M
|
|
Nov 10, 2022
Q3 2022
|
Baxter Bros Inc
|
BUY
|
- |
991+ 3.93% |
$73.5K - $92.7K
|
26.2K
$3.16M
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
983+ 1.21% |
$72.9K - $92K
|
82.2K
$9.9M
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
980+ 7.05% |
$72.7K - $91.7K
|
14.9K
$1.79M
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
963+ 16.21% |
$71.4K - $90.1K
|
6.9K
$832K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
948+ 5.61% |
$70.3K - $88.7K
|
17.9K
$2.15M
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
942New |
$69.9K - $88.1K
|
942
$114K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
934+ 31.52% |
$69.3K - $87.4K
|
3.9K
$470K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
930+ 3.23% |
$69K - $87K
|
29.7K
$3.58M
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
907+ 0.96% |
$67.3K - $84.9K
|
94.9K
$11.4M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
906+ 56.27% |
$67.2K - $84.8K
|
2.52K
$303K
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
BUY
|
- |
901+ 19.03% |
$66.8K - $84.3K
|
5.64K
$679K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
886+ 28.42% |
$65.7K - $82.9K
|
4K
$483K
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
877+ 7.19% |
$65K - $82.1K
|
13.1K
$1.58M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
868+ 3.5% |
$64.4K - $81.2K
|
25.7K
$3.09M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
865+ 19.73% |
$64.1K - $80.9K
|
5.25K
$633K
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
854+ 2.28% |
$63.3K - $79.9K
|
38.3K
$4.61M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
845+ 7.15% |
$62.7K - $79.1K
|
12.7K
$1.53M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
839+ 8.86% |
$62.2K - $78.5K
|
10.3K
$1.24M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
835+ 4.53% |
$61.9K - $78.1K
|
19.3K
$2.32M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
829+ 13.82% |
$61.5K - $77.6K
|
6.83K
$823K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
824+ 24.22% |
$61.1K - $77.1K
|
4.23K
$509K
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
818+ 1.77% |
$60.7K - $76.5K
|
47K
$5.67M
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
817+ 1.55% |
$60.6K - $76.4K
|
53.4K
$6.44M
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
812+ 1.84% |
$60.2K - $76K
|
44.9K
$5.41M
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
811+ 3.11% |
$60.1K - $75.9K
|
26.9K
$3.25M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
803+ 4.78% |
$59.6K - $75.1K
|
17.6K
$2.12M
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
802+ 4.88% |
$59.5K - $75K
|
17.2K
$2.08M
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
795+ 7.05% |
$59K - $74.4K
|
12.1K
$1.45M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
788+ 12.83% |
$58.4K - $73.7K
|
6.93K
$835K
|