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 13, 2023
Q4 2022
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-704- 5.59% |
$59.5K - $79.1K
|
11.9K
$1.47M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-710- 5.56% |
$60.1K - $79.7K
|
12.1K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-746- 5.54% |
$63.1K - $83.8K
|
12.7K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-754- 2.13% |
$63.8K - $84.7K
|
34.6K
$4.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-763- 1.99% |
$64.5K - $85.7K
|
37.5K
$4.63M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-800- 23.29% |
$67.7K - $89.8K
|
2.64K
$325K
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
SELL
|
- |
-800- 1.64% |
$67.7K - $89.8K
|
47.9K
$5.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-851- 1.87% |
$72K - $95.6K
|
44.7K
$5.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-860- 19.74% |
$72.7K - $96.6K
|
3.5K
$431K
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-862- 0.39% |
$72.9K - $96.8K
|
220K
$27.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-863- 9.05% |
$73K - $96.9K
|
8.67K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-870- 5.92% |
$73.6K - $97.7K
|
13.8K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-872- 3.79% |
$73.8K - $97.9K
|
22.2K
$2.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-881- 24.48% |
$74.5K - $98.9K
|
2.72K
$335K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-890- 3.46% |
$75.3K - $100K
|
24.8K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-892- 2.64% |
$75.4K - $100K
|
33K
$4.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-896- 44.05% |
$75.8K - $101K
|
1.14K
$140K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-900- 18.89% |
$76.1K - $101K
|
3.86K
$477K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-900- 18.18% |
$76.1K - $101K
|
4.05K
$500K
|
|
|
Feb 01, 2023
Q4 2022
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-910- 15.84% |
$77K - $102K
|
4.84K
$596K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-914- 1.34% |
$77.3K - $103K
|
67.2K
$8.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-917- 4.36% |
$77.6K - $103K
|
20.1K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-921- 16.64% |
$77.9K - $103K
|
4.62K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-923Closed |
$78.1K - $104K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-931- 8.81% |
$78.7K - $105K
|
9.64K
$1.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-932- 7.75% |
$78.8K - $105K
|
11.1K
$1.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-949- 28.84% |
$80.3K - $107K
|
2.34K
$289K
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-950- 12.98% |
$80.4K - $107K
|
6.37K
$786K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-950- 23.47% |
$80.4K - $107K
|
3.1K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-972- 15.67% |
$82.2K - $109K
|
5.23K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-972- 15.67% |
$82.2K - $109K
|
5.23K
$645K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-979- 31.99% |
$82.8K - $110K
|
2.08K
$257K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-993- 5.91% |
$84K - $112K
|
15.8K
$1.95M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-996- 7.97% |
$84.2K - $112K
|
11.5K
$1.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1K- 29.15% |
$84.6K - $112K
|
2.43K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1K- 27.78% |
$84.6K - $112K
|
2.6K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-1K- 4.4% |
$84.6K - $112K
|
21.7K
$2.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.02K- 7.41% |
$86.3K - $115K
|
12.8K
$1.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.02K- 0.49% |
$86.3K - $115K
|
205K
$25.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-1.02K- 51.15% |
$86.5K - $115K
|
977
$120K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.07K- 20.73% |
$90.8K - $121K
|
4.1K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.08K- 3.83% |
$90.9K - $121K
|
27K
$3.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.08K- 98.1% |
$91.5K - $122K
|
21
$2.59K
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-1.08K- 0.34% |
$91.7K - $122K
|
319K
$39.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.09K- 10.02% |
$91.9K - $122K
|
9.75K
$1.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.09K- 2.47% |
$92K - $122K
|
43K
$5.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.09K- 17.23% |
$92.1K - $122K
|
5.23K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.14K- 4.39% |
$96.4K - $128K
|
24.8K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.15K- 24.47% |
$97.3K - $129K
|
3.55K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.17K- 10.95% |
$98.7K - $131K
|
9.49K
$1.17M
|