Purchases and Sales Made in Q4 2022 in Phillips 66 (PSX)

PSX Quotes by TradingView

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
Spears Abacus Advisors LLC

BUY
 -
1.96K
New
$166K - $220K
1.96K $241K
Feb 07, 2023 Q4 2022
Trillium Asset Management, LLC

Boston, MA
BUY
 -
1.96K
New
$166K - $220K
1.96K $241K
Feb 09, 2023 Q4 2022
Everhart Financial Group, Inc.

BUY
 -
1.96K
New
$166K - $220K
1.96K $241K
Feb 07, 2023 Q4 2022
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
1.96K
New
$165K - $220K
1.96K $241K
Jan 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.94K
+ 45.98%
$164K - $218K
6.17K $759K
Jan 20, 2023 Q4 2022
Willis Johnson & Associates, Inc.

BUY
 -
1.94K
New
$164K - $218K
1.94K $239K
Jan 27, 2023 Q4 2022
Eads & Heald Wealth Management

BUY
 -
1.93K
New
$163K - $217K
1.93K $238K
Jan 25, 2023 Q4 2022
Vera Bank, N.A.

BUY
 -
1.93K
New
$163K - $216K
1.93K $237K
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
1.92K
+ 3.92%
$162K - $215K
50.8K $6.25M
Apr 24, 2023 Q4 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
1.86K
+ 10.98%
$157K - $209K
18.8K $2.31M
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
1.84K
+ 1.87%
$156K - $207K
100K $12.4M
Feb 07, 2023 Q4 2022
J. W. Coons Advisors, LLC

BUY
 -
1.84K
+ 21.48%
$155K - $206K
10.4K $1.28M
Feb 14, 2023 Q4 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.83K
+ 40.72%
$155K - $206K
6.33K $779K
Feb 10, 2023 Q4 2022
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
1.8K
+ 6.67%
$152K - $202K
28.7K $3.53M
Jan 31, 2023 Q4 2022
Keybank National Association

BUY
 -
1.78K
+ 1.15%
$151K - $200K
156K $19.2M
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.78K
+ 48.0%
$150K - $200K
5.48K $674K
Feb 14, 2023 Q4 2022
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
1.77K
+ 5.43%
$150K - $199K
34.3K $4.23M
Feb 13, 2023 Q4 2022
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
1.7K
+ 10.04%
$144K - $191K
18.7K $2.3M
Aug 16, 2024 Q4 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.7K
+ 6.92%
$144K - $191K
26.2K $3.23M
Feb 13, 2023 Q4 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
1.68K
+ 77.39%
$142K - $189K
3.86K $475K
Feb 09, 2023 Q4 2022
Mai Capital Management

BUY
 -
1.68K
+ 7.51%
$142K - $189K
24.1K $2.96M
Feb 03, 2023 Q4 2022
Ieq Capital, LLC

BUY
 -
1.62K
+ 17.24%
$137K - $181K
11K $1.35M
Jan 18, 2023 Q4 2022
Godsey & Gibb Associates

BUY
 -
1.61K
New
$136K - $180K
1.61K $198K
Jan 19, 2023 Q4 2022
Marion Wealth Management

BUY
 -
1.6K
+ 16.15%
$135K - $179K
11.5K $1.41M
Jan 27, 2023 Q4 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
1.56K
+ 37.04%
$132K - $175K
5.77K $710K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
1.56K
New
$132K - $175K
1.56K $192K
Feb 14, 2023 Q4 2022
Engineers Gate Manager LP

New York, NY
BUY
 -
1.54K
+ 14.18%
$131K - $173K
12.4K $1.53M
Feb 10, 2023 Q4 2022
Csenge Advisory Group

BUY
 -
1.54K
+ 14.23%
$130K - $173K
12.4K $1.52M
Feb 15, 2023 Q4 2022
Public Employees Retirement System Of Ohio

Columbus, OH
BUY
 -
1.54K
+ 0.56%
$130K - $173K
276K $34M
Feb 17, 2023 Q4 2022
Compass Wealth Management LLC

Guilford, CT
BUY
 -
1.53K
New
$129K - $172K
1.53K $188K
Jan 20, 2023 Q4 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
1.49K
+ 20.47%
$126K - $168K
8.78K $1.08M
Jan 25, 2023 Q4 2022
Whittier Trust CO

BUY
 -
1.49K
+ 31.28%
$126K - $167K
6.25K $770K
Feb 10, 2023 Q4 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
1.49K
+ 1.25%
$126K - $167K
121K $14.9M
Jan 17, 2023 Q4 2022
Fortem Financial Group, LLC

BUY
 -
1.45K
+ 13.97%
$123K - $163K
11.9K $1.46M
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
1.45K
+ 44.91%
$123K - $163K
4.69K $577K
Jan 17, 2023 Q4 2022
Wealth Alliance Advisory Group, LLC

BUY
 -
1.42K
+ 10.05%
$120K - $159K
15.6K $1.91M
Feb 13, 2023 Q4 2022
Wealth Alliance

Mellville, NY
BUY
 -
1.39K
+ 21.57%
$118K - $156K
7.83K $964K
Jan 25, 2023 Q4 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.38K
+ 34.54%
$117K - $155K
5.39K $663K
Feb 14, 2023 Q4 2022
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1.38K
+ 16.1%
$117K - $155K
9.94K $1.22M
Jan 26, 2023 Q4 2022
Comerica Bank

BUY
 -
1.36K
+ 1.63%
$115K - $153K
85.1K $10.5M
Feb 09, 2023 Q4 2022
F Dx Advisors, Inc.

BUY
 -
1.32K
+ 5.35%
$112K - $149K
26.1K $3.21M
Feb 13, 2023 Q4 2022
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
1.31K
New
$111K - $147K
1.31K $161K
Jan 20, 2023 Q4 2022
Mjp Associates Inc

BUY
 -
1.3K
+ 31.01%
$110K - $146K
5.51K $678K
Feb 14, 2023 Q4 2022
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
1.3K
+ 7.4%
$110K - $146K
18.9K $2.32M
Feb 14, 2023 Q4 2022
Aquatic Capital Management LLC

Chicago, IL
BUY
 -
1.3K
+ 10.83%
$110K - $146K
13.3K $1.64M
Feb 13, 2023 Q4 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
1.29K
+ 49.14%
$109K - $145K
3.91K $481K
Feb 09, 2023 Q4 2022
Scotia Capital Inc.

BUY
 -
1.26K
+ 2.96%
$106K - $141K
43.8K $5.39M
Feb 08, 2023 Q4 2022
Alpha Star Capital Management, LLC

BUY
 -
1.24K
+ 9.46%
$105K - $139K
14.3K $1.76M
Jan 13, 2023 Q4 2022
Gateway Investment Advisers LLC

BUY
 -
1.24K
+ 3.66%
$104K - $139K
35K $4.3M

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