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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.15K+ 2.78% |
$174K - $237K
|
79.6K
$10.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.11K+ 6.29% |
$171K - $232K
|
35.6K
$4.62M
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.1K+ 8.73% |
$170K - $231K
|
26.1K
$3.39M
|
|
|
Aug 03, 2022
Q2 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.09K+ 2.13% |
$169K - $230K
|
99.8K
$12.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.04K+ 7.62% |
$165K - $225K
|
28.8K
$3.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
2KNew |
$162K - $220K
|
2K
$259K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.96K+ 28.16% |
$158K - $216K
|
8.9K
$1.15M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.95K+ 6.32% |
$158K - $215K
|
32.8K
$4.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
1.94K+ 20.97% |
$157K - $214K
|
11.2K
$1.45M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.93K+ 8.83% |
$156K - $212K
|
23.7K
$3.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.92KNew |
$156K - $212K
|
1.92K
$249K
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
1.92K+ 4.34% |
$155K - $211K
|
46.1K
$5.98M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.9K+ 43.43% |
$154K - $210K
|
6.29K
$815K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.87K+ 15.02% |
$151K - $206K
|
14.3K
$1.85M
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.86K+ 12.36% |
$151K - $206K
|
16.9K
$2.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.86K+ 10.91% |
$151K - $205K
|
18.9K
$2.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.84K+ 27.86% |
$149K - $203K
|
8.45K
$1.1M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.84KNew |
$149K - $203K
|
1.84K
$238K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.83KNew |
$148K - $202K
|
1.83K
$238K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.83K+ 13.0% |
$148K - $202K
|
15.9K
$2.06M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.83K+ 6.04% |
$148K - $201K
|
32.1K
$4.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.8K+ 18.93% |
$145K - $198K
|
11.3K
$1.46M
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.77K+ 35.55% |
$143K - $195K
|
6.73K
$873K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.7K+ 4.1% |
$138K - $188K
|
43.3K
$5.61M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.65K+ 21.88% |
$134K - $182K
|
9.19K
$1.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.6K+ 15.38% |
$130K - $177K
|
12K
$1.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.55K+ 0.69% |
$125K - $170K
|
225K
$29.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.51K+ 22.8% |
$122K - $166K
|
8.13K
$1.05M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.5KNew |
$121K - $165K
|
1.5K
$194K
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.48K+ 30.43% |
$120K - $163K
|
6.34K
$823K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.47K+ 14.21% |
$119K - $162K
|
11.8K
$1.53M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.47KNew |
$119K - $162K
|
1.47K
$190K
|
|
|
Aug 11, 2022
Q2 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
1.43K+ 6.78% |
$116K - $158K
|
22.5K
$2.92M
|
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.42K+ 34.67% |
$115K - $157K
|
5.53K
$717K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.41K+ 12.78% |
$114K - $155K
|
12.4K
$1.61M
|
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.4K+ 3.92% |
$113K - $154K
|
37K
$4.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.39K+ 23.3% |
$113K - $153K
|
7.36K
$954K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.37KNew |
$111K - $151K
|
1.37K
$178K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.37K+ 50.05% |
$111K - $151K
|
4.1K
$531K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.36K+ 7.41% |
$110K - $150K
|
19.7K
$2.56M
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.27K+ 365.52% |
$103K - $140K
|
1.62K
$210K
|
|
|
Aug 05, 2022
Q2 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.24K+ 0.22% |
$100K - $137K
|
554K
$71.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 25.09% |
$100K - $136K
|
6.16K
$799K
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
1.23K+ 60.2% |
$100K - $136K
|
3.28K
$426K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.2K+ 15.94% |
$97.5K - $133K
|
8.76K
$1.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.19K+ 37.12% |
$96.2K - $131K
|
4.39K
$569K
|
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
BUY
|
- |
1.17K+ 13.68% |
$95.1K - $129K
|
9.75K
$1.26M
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.17K+ 3.49% |
$95K - $129K
|
34.8K
$4.51M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
1.17K+ 5.38% |
$94.4K - $128K
|
22.8K
$2.96M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.16K+ 19.01% |
$94.3K - $128K
|
7.29K
$945K
|