Purchases and Sales Made in Q4 2022 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
30+ 0.09% |
$2.54K - $3.37K
|
33.4K
$4.12M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.22% |
$2.54K - $3.37K
|
13.4K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
28+ 0.46% |
$2.37K - $3.14K
|
6.07K
$749K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
28+ 23.73% |
$2.37K - $3.14K
|
146
$18K
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
27+ 0.23% |
$2.28K - $3.03K
|
11.6K
$1.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
27+ 1.02% |
$2.28K - $3.03K
|
2.67K
$329K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
26+ 1.03% |
$2.2K - $2.92K
|
2.54K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
26New |
$2.2K - $2.92K
|
26
$3.21K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
25+ 0.62% |
$2.11K - $2.81K
|
4.08K
$503K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
24+ 0.65% |
$2.03K - $2.7K
|
3.73K
$459K
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
24+ 0.89% |
$2.03K - $2.7K
|
2.72K
$336K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
21+ 0.25% |
$1.78K - $2.36K
|
8.58K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
21+ 3.23% |
$1.78K - $2.36K
|
671
$82.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
20New |
$1.69K - $2.25K
|
20
$2.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
20+ 0.51% |
$1.69K - $2.25K
|
3.91K
$482K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 2.99% |
$1.69K - $2.25K
|
688
$84.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
19+ 0.37% |
$1.61K - $2.13K
|
5.16K
$637K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
19+ 0.45% |
$1.61K - $2.13K
|
4.2K
$517K
|
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
18+ 0.45% |
$1.52K - $2.02K
|
4.03K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 0.29% |
$1.52K - $2.02K
|
6.17K
$761K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
18New |
$1.52K - $2.02K
|
18
$2.22K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18New |
$1.52K - $2.02K
|
18
$2.22K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
17New |
$1.44K - $1.91K
|
17
$2.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
17+ 0.18% |
$1.44K - $1.91K
|
9.44K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
16+ 0.65% |
$1.35K - $1.8K
|
2.48K
$306K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 6.87% |
$1.35K - $1.8K
|
249
$30.7K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 38.1% |
$1.35K - $1.8K
|
58
$7.15K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
15+ 14.85% |
$1.27K - $1.68K
|
116
$14.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
14+ 2.16% |
$1.18K - $1.57K
|
662
$81.6K
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
13+ 0.52% |
$1.1K - $1.46K
|
2.52K
$311K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
13+ 0.2% |
$1.1K - $1.46K
|
6.49K
$800K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
13+ 130.0% |
$1.1K - $1.46K
|
23
$2.84K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.24% |
$930 - $1.24K
|
4.5K
$555K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11+ 0.3% |
$930 - $1.24K
|
3.73K
$460K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
11+ 0.64% |
$930 - $1.24K
|
1.73K
$213K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$846 - $1.12K
|
21.5K
$2.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10New |
$846 - $1.12K
|
10
$1.23K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
9+ 0.89% |
$761 - $1.01K
|
1.02K
$126K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 0.23% |
$761 - $1.01K
|
3.9K
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 0.4% |
$761 - $1.01K
|
2.26K
$279K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
8+ 0.17% |
$677 - $898
|
4.85K
$598K
|
|
|
Feb 03, 2023
Q4 2022
|
Searle & Co.
|
BUY
|
- |
8+ 0.09% |
$677 - $898
|
8.68K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 1.01% |
$592 - $786
|
701
$86.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7+ 0.53% |
$592 - $786
|
1.32K
$162K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
7+ 0.48% |
$592 - $786
|
1.45K
$179K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7New |
$592 - $786
|
7
$863
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.26% |
$507 - $674
|
2.28K
$281K
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
6+ 0.23% |
$507 - $674
|
2.64K
$325K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
5+ 0.02% |
$423 - $562
|
27.4K
$3.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
5New |
$423 - $562
|
5
$617
|