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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-21- 0.37% |
$1.78K - $2.36K
|
5.66K
$698K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-22- 2.66% |
$1.86K - $2.47K
|
805
$99.3K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-23- 1.0% |
$1.95K - $2.58K
|
2.27K
$280K
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-24- 0.09% |
$2.03K - $2.7K
|
26.2K
$3.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-25- 0.29% |
$2.11K - $2.81K
|
8.51K
$1.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-26- 0.56% |
$2.2K - $2.92K
|
4.58K
$565K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-29- 0.65% |
$2.45K - $3.26K
|
4.4K
$543K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-30- 0.2% |
$2.54K - $3.37K
|
15.2K
$1.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-30- 0.65% |
$2.54K - $3.37K
|
4.55K
$562K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 0.59% |
$2.54K - $3.37K
|
5.08K
$626K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-30- 0.15% |
$2.54K - $3.37K
|
20.6K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-30- 0.35% |
$2.54K - $3.37K
|
8.63K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-32- 1.17% |
$2.71K - $3.59K
|
2.69K
$332K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-33- 2.09% |
$2.79K - $3.71K
|
1.54K
$190K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-33- 2.36% |
$2.79K - $3.71K
|
1.37K
$168K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-33- 2.3% |
$2.79K - $3.71K
|
1.4K
$173K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-34- 0.43% |
$2.88K - $3.82K
|
7.8K
$962K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-34- 0.67% |
$2.88K - $3.82K
|
5.01K
$617K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-35- 0.16% |
$2.96K - $3.93K
|
21.2K
$2.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 18.04% |
$2.96K - $3.93K
|
159
$19.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-37- 1.7% |
$3.13K - $4.16K
|
2.14K
$264K
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-38- 0.8% |
$3.21K - $4.27K
|
4.7K
$580K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-38- 3.66% |
$3.21K - $4.27K
|
1K
$123K
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-40- 0.07% |
$3.38K - $4.49K
|
59.5K
$7.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-40- 0.27% |
$3.38K - $4.49K
|
14.9K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40- 1.21% |
$3.38K - $4.49K
|
3.28K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-40- 3.81% |
$3.38K - $4.49K
|
1.01K
$124K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-42- 1.85% |
$3.55K - $4.72K
|
2.22K
$274K
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
SELL
|
- |
-46- 0.24% |
$3.89K - $5.17K
|
19K
$2.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46- 1.83% |
$3.89K - $5.17K
|
2.46K
$304K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-48- 0.87% |
$4.06K - $5.39K
|
5.49K
$677K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.29% |
$4.23K - $5.62K
|
16.9K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-50- 0.85% |
$4.23K - $5.62K
|
5.84K
$721K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-50- 0.36% |
$4.23K - $5.62K
|
13.8K
$1.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-51- 1.12% |
$4.31K - $5.73K
|
4.49K
$554K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-53- 0.43% |
$4.48K - $5.95K
|
12.2K
$1.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-55- 0.34% |
$4.65K - $6.18K
|
16K
$1.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-55- 0.31% |
$4.65K - $6.18K
|
17.9K
$2.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-57- 7.33% |
$4.82K - $6.4K
|
721
$88.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-58- 4.16% |
$4.91K - $6.51K
|
1.34K
$165K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-60- 2.29% |
$5.07K - $6.74K
|
2.56K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-61- 1.57% |
$5.16K - $6.85K
|
3.84K
$473K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-62- 21.99% |
$5.24K - $6.96K
|
220
$27.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-66- 0.77% |
$5.58K - $7.41K
|
8.46K
$1.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-73- 27.14% |
$6.17K - $8.2K
|
196
$24.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-77- 32.49% |
$6.51K - $8.65K
|
160
$19.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-78- 60.47% |
$6.6K - $8.76K
|
51
$6.29K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-80- 0.77% |
$6.77K - $8.98K
|
10.3K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-81- 10.93% |
$6.85K - $9.1K
|
660
$81.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-82- 2.99% |
$6.94K - $9.21K
|
2.66K
$328K
|