Purchases and Sales Made in Q2 2022 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.6KNew |
$373K - $507K
|
4.6K
$597K
|
|
|
Jul 25, 2022
Q2 2022
|
F&V Capital Management, LLC
|
BUY
|
- |
4.59K+ 3.91% |
$372K - $506K
|
122K
$15.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Towle & CO
Denver, CO |
BUY
|
- |
4.56K+ 143.4% |
$369K - $503K
|
7.74K
$1M
|
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
4.48K+ 2.89% |
$363K - $493K
|
159K
$20.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.44K+ 71.48% |
$360K - $489K
|
10.6K
$1.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.44K+ 36.47% |
$359K - $489K
|
16.6K
$2.15M
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
4.4K+ 39.88% |
$356K - $485K
|
15.4K
$2M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.39KNew |
$356K - $484K
|
4.39K
$569K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.38K+ 50.18% |
$355K - $483K
|
13.1K
$1.7M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.3KNew |
$348K - $474K
|
4.3K
$558K
|
|
|
Aug 09, 2022
Q2 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
4.3K+ 0.21% |
$348K - $474K
|
2.08M
$270M
|
|
|
Jul 18, 2022
Q2 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
4.3KNew |
$348K - $474K
|
4.3K
$557K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.22K+ 20.49% |
$342K - $465K
|
24.8K
$3.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.18K+ 65.94% |
$339K - $461K
|
10.5K
$1.36M
|
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
4.15K+ 24.09% |
$336K - $458K
|
21.4K
$2.77M
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.13K+ 10.34% |
$334K - $455K
|
44.1K
$5.71M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.12K+ 6.73% |
$334K - $454K
|
65.4K
$8.48M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
4.11K+ 138.74% |
$333K - $453K
|
7.07K
$917K
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
4.06K+ 13.79% |
$329K - $447K
|
33.5K
$4.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.03K+ 8.04% |
$327K - $445K
|
54.2K
$7.03M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.02K+ 40.67% |
$326K - $443K
|
13.9K
$1.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
4.01K+ 23.18% |
$324K - $442K
|
21.3K
$2.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4K+ 104.68% |
$324K - $441K
|
7.83K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.92K+ 23.77% |
$318K - $433K
|
20.4K
$2.65M
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.88K+ 4.3% |
$314K - $428K
|
94K
$12.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.86K+ 78.37% |
$313K - $426K
|
8.79K
$1.14M
|
|
|
Aug 16, 2022
Q2 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
3.83KNew |
$310K - $422K
|
3.83K
$497K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
3.82K+ 4.92% |
$309K - $421K
|
81.4K
$10.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.81KNew |
$309K - $420K
|
3.81K
$494K
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
3.79K+ 51.42% |
$307K - $418K
|
11.2K
$1.45M
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
3.77K+ 0.72% |
$306K - $416K
|
524K
$68M
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
3.75KNew |
$304K - $413K
|
3.75K
$486K
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.74K+ 73.28% |
$303K - $412K
|
8.84K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.74K+ 5.66% |
$303K - $412K
|
69.7K
$9.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.73K+ 21.89% |
$302K - $411K
|
20.7K
$2.69M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.65K+ 1.63% |
$295K - $402K
|
228K
$29.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.63K+ 9.22% |
$294K - $400K
|
43K
$5.57M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
3.56KNew |
$288K - $392K
|
3.56K
$461K
|
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.53KNew |
$286K - $389K
|
3.53K
$458K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.51K+ 45.89% |
$284K - $387K
|
11.2K
$1.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
3.48KNew |
$282K - $383K
|
3.48K
$451K
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.46K+ 11.37% |
$281K - $382K
|
33.9K
$4.4M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.45K+ 17.83% |
$280K - $380K
|
22.8K
$2.96M
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.42K+ 7.55% |
$277K - $377K
|
48.8K
$6.33M
|
|
|
Aug 12, 2022
Q2 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.4KNew |
$276K - $375K
|
3.4K
$441K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.4KNew |
$276K - $375K
|
3.4K
$441K
|
|
|
Aug 15, 2022
Q2 2022
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
3.38K+ 2.73% |
$274K - $373K
|
127K
$16.5M
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.31KNew |
$268K - $365K
|
3.31K
$429K
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
3.25KNew |
$263K - $358K
|
3.25K
$422K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.24KNew |
$263K - $357K
|
3.24K
$420K
|