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 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-345- 0.98% |
$29.2K - $38.7K
|
34.7K
$4.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-349- 3.28% |
$29.5K - $39.2K
|
10.3K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-365- 8.44% |
$30.9K - $41K
|
3.96K
$488K
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-370- 8.06% |
$31.3K - $41.6K
|
4.22K
$520K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-382- 6.65% |
$32.3K - $42.9K
|
5.36K
$661K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-391- 3.24% |
$33.1K - $43.9K
|
11.7K
$1.44M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-393- 3.3% |
$33.2K - $44.1K
|
11.5K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-396- 9.71% |
$33.5K - $44.5K
|
3.68K
$454K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-400- 6.19% |
$33.8K - $44.9K
|
6.06K
$747K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-400- 1.5% |
$33.8K - $44.9K
|
26.2K
$3.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-404- 0.58% |
$34.2K - $45.4K
|
69.5K
$8.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-413- 1.62% |
$34.9K - $46.4K
|
25.1K
$3.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-427- 13.9% |
$36.1K - $48K
|
2.64K
$326K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-446- 1.69% |
$37.7K - $50.1K
|
26K
$3.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-450- 1.13% |
$38.1K - $50.5K
|
39.4K
$4.86M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-452- 2.38% |
$38.2K - $50.8K
|
18.5K
$2.29M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-459- 11.85% |
$38.8K - $51.6K
|
3.42K
$421K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-459- 59.0% |
$38.8K - $51.6K
|
319
$39.3K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-465- 5.09% |
$39.3K - $52.2K
|
8.66K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-473- 2.99% |
$40K - $53.1K
|
15.3K
$1.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-475- 1.06% |
$40.2K - $53.3K
|
44.3K
$5.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-486- 1.48% |
$41.1K - $54.6K
|
32.5K
$4M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-487- 1.04% |
$41.2K - $54.7K
|
46.5K
$5.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-505- 0.66% |
$42.7K - $56.7K
|
75.9K
$9.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-512- 22.51% |
$43.3K - $57.5K
|
1.76K
$217K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-523- 6.86% |
$44.2K - $58.7K
|
7.1K
$876K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-527- 45.91% |
$44.6K - $59.2K
|
621
$76.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-536- 39.12% |
$45.3K - $60.2K
|
834
$103K
|
|
|
Jan 31, 2023
Q4 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-540- 2.88% |
$45.7K - $60.6K
|
18.2K
$2.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-561- 8.07% |
$47.4K - $63K
|
6.39K
$788K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-562- 1.01% |
$47.5K - $63.1K
|
55.3K
$6.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-565- 14.29% |
$47.8K - $63.5K
|
3.39K
$418K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-571- 1.92% |
$48.3K - $64.1K
|
29.1K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-587- 1.89% |
$49.6K - $65.9K
|
30.4K
$3.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
SELL
|
- |
-591- 2.03% |
$50K - $66.4K
|
28.5K
$3.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-596- 9.06% |
$50.4K - $66.9K
|
5.99K
$738K
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-596- 4.96% |
$50.4K - $66.9K
|
11.4K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-600- 0.57% |
$50.7K - $67.4K
|
104K
$12.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-600- 12.68% |
$50.7K - $67.4K
|
4.13K
$510K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-606- 15.92% |
$51.3K - $68.1K
|
3.2K
$395K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-615- 23.06% |
$52K - $69.1K
|
2.05K
$253K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-617- 2.01% |
$52.2K - $69.3K
|
30.1K
$3.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-625- 36.42% |
$52.9K - $70.2K
|
1.09K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-627- 13.19% |
$53K - $70.4K
|
4.13K
$509K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-637- 3.33% |
$53.9K - $71.5K
|
18.5K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-650- 9.47% |
$55K - $73K
|
6.21K
$766K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-651- 5.57% |
$55.1K - $73.1K
|
11K
$1.36M
|
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-654- 1.2% |
$55.3K - $73.5K
|
53.7K
$6.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-663- 7.47% |
$56.1K - $74.5K
|
8.22K
$1.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-696- 21.23% |
$58.9K - $78.2K
|
2.58K
$318K
|