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 |
|---|---|---|---|---|---|---|---|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.1K- 67.53% |
$857K - $1.14M
|
4.87K
$599K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10.9K- 13.71% |
$924K - $1.23M
|
68.8K
$8.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 0.94% |
$928K - $1.23M
|
1.15M
$142M
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-11K- 15.3% |
$932K - $1.24M
|
61K
$7.51M
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-11.1K- 1.01% |
$937K - $1.24M
|
1.09M
$134M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-11.4K- 20.11% |
$961K - $1.28M
|
45.1K
$5.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-11.5K- 21.35% |
$973K - $1.29M
|
42.4K
$5.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-12.5K- 6.41% |
$1.06M - $1.41M
|
183K
$22.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
SELL
|
- |
-12.5K- 96.0% |
$1.06M - $1.41M
|
523
$64.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-13.2K- 7.3% |
$1.12M - $1.48M
|
168K
$20.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.2K- 0.76% |
$1.12M - $1.48M
|
1.73M
$212M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.2K- 0.76% |
$1.12M - $1.48M
|
1.73M
$212M
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-14.5K- 2.77% |
$1.23M - $1.63M
|
511K
$62.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-14.9K- 75.45% |
$1.26M - $1.67M
|
4.85K
$597K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-15.6K- 15.02% |
$1.32M - $1.75M
|
88.3K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-16.1K- 24.73% |
$1.36M - $1.81M
|
49K
$6.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-16.5K- 20.84% |
$1.39M - $1.85M
|
62.5K
$7.69M
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-16.8K- 76.61% |
$1.42M - $1.89M
|
5.14K
$633K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-17.4K- 70.18% |
$1.47M - $1.96M
|
7.4K
$911K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.5K- 54.61% |
$1.48M - $1.97M
|
14.5K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-18.4K- 29.11% |
$1.56M - $2.07M
|
44.8K
$5.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-19.3K- 19.6% |
$1.63M - $2.17M
|
79.1K
$9.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-20K- 44.56% |
$1.69M - $2.24M
|
24.8K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-21.4K- 88.22% |
$1.81M - $2.4M
|
2.85K
$351K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-21.9K- 7.38% |
$1.85M - $2.46M
|
275K
$33.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-22K- 35.9% |
$1.86M - $2.47M
|
39.2K
$4.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-22.3K- 2.21% |
$1.89M - $2.5M
|
984K
$121M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-22.6K- 88.69% |
$1.91M - $2.54M
|
2.89K
$355K
|
|
|
Jan 26, 2023
Q4 2022
|
Amf Tjanstepension Ab
|
SELL
|
- |
-22.6K- 13.44% |
$1.91M - $2.54M
|
146K
$17.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-23.1K- 8.77% |
$1.95M - $2.59M
|
240K
$29.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
SELL
|
- |
-23.1K- 6.03% |
$1.96M - $2.6M
|
360K
$44.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-25.1K- 6.03% |
$2.12M - $2.82M
|
391K
$48.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-25.4K- 40.81% |
$2.15M - $2.85M
|
36.8K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-29.6K- 99.0% |
$2.5M - $3.32M
|
300
$36.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-29.9K- 91.96% |
$2.53M - $3.36M
|
2.61K
$322K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-30.2K- 25.02% |
$2.56M - $3.39M
|
90.5K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-30.3K- 9.48% |
$2.56M - $3.4M
|
289K
$35.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Hendley & CO Inc
|
SELL
|
- |
-30.5K- 60.92% |
$2.58M - $3.43M
|
19.6K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-33K- 56.65% |
$2.79M - $3.71M
|
25.3K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-33.2K- 34.68% |
$2.81M - $3.73M
|
62.6K
$7.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-36.2K- 5.93% |
$3.07M - $4.07M
|
575K
$70.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-36.3K- 8.35% |
$3.07M - $4.08M
|
399K
$49.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-37.6K- 8.34% |
$3.18M - $4.22M
|
413K
$50.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.5K- 16.24% |
$3.51M - $4.66M
|
214K
$26.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-43.1K- 34.98% |
$3.65M - $4.84M
|
80.1K
$9.86M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-43.4K- 94.64% |
$3.67M - $4.88M
|
2.46K
$303K
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-44.7K- 8.05% |
$3.78M - $5.02M
|
510K
$62.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-49.1K- 22.02% |
$4.15M - $5.51M
|
174K
$21.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-52.9K- 13.2% |
$4.47M - $5.94M
|
348K
$42.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-58.5K- 3.08% |
$4.95M - $6.57M
|
1.84M
$227M
|