Purchases and Sales Made in Q3 2022 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-97- 0.9% |
$7.19K - $9.08K
|
10.7K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-98- 4.17% |
$7.27K - $9.17K
|
2.25K
$281K
|
|
|
Oct 13, 2022
Q3 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-100- 1.59% |
$7.42K - $9.36K
|
6.2K
$775K
|
|
|
Oct 11, 2022
Q3 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 2.78% |
$7.42K - $9.36K
|
3.5K
$437K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-100- 2.11% |
$7.42K - $9.36K
|
4.64K
$580K
|
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
SELL
|
- |
-100- 2.84% |
$7.42K - $9.36K
|
3.42K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-100- 1.42% |
$7.42K - $9.36K
|
6.93K
$866K
|
|
|
Nov 15, 2022
Q3 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-100- 0.56% |
$7.42K - $9.36K
|
17.8K
$2.23M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-107- 2.27% |
$7.94K - $10K
|
4.61K
$576K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-117- 4.2% |
$8.68K - $10.9K
|
2.67K
$333K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-120- 1.7% |
$8.9K - $11.2K
|
6.95K
$869K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-123- 23.03% |
$9.12K - $11.5K
|
411
$51.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-125- 1.35% |
$9.27K - $11.7K
|
9.14K
$1.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-126- 1.0% |
$9.34K - $11.8K
|
12.5K
$1.57M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-126- 0.3% |
$9.34K - $11.8K
|
42.2K
$5.28M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-129- 10.77% |
$9.57K - $12.1K
|
1.07K
$134K
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-130- 0.63% |
$9.64K - $12.2K
|
20.7K
$2.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-130- 65.0% |
$9.64K - $12.2K
|
70
$8.75K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.83% |
$11.1K - $14K
|
3.76K
$470K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-150- 13.04% |
$11.1K - $14K
|
1K
$125K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-150- 29.7% |
$11.1K - $14K
|
355
$44.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-151- 2.24% |
$11.2K - $14.1K
|
6.58K
$823K
|
|
|
Nov 03, 2022
Q3 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-151- 1.29% |
$11.2K - $14.1K
|
11.6K
$1.45M
|
|
|
Feb 13, 2025
Q3 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-155- 4.62% |
$11.5K - $14.5K
|
3.2K
$400K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-157- 3.44% |
$11.6K - $14.7K
|
4.41K
$551K
|
|
|
Oct 20, 2022
Q3 2022
|
Hendley & CO Inc
|
SELL
|
- |
-157- 0.31% |
$11.6K - $14.7K
|
50.1K
$6.26M
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-158- 1.42% |
$11.7K - $14.8K
|
11K
$1.37M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-159- 16.67% |
$11.8K - $14.9K
|
795
$99.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-160- 3.38% |
$11.9K - $15K
|
4.58K
$572K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-162- 76.78% |
$12K - $15.2K
|
49
$6.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-166- 1.42% |
$12.3K - $15.5K
|
11.6K
$1.45M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-177- 2.3% |
$13.1K - $16.6K
|
7.53K
$941K
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-180- 6.62% |
$13.3K - $16.8K
|
2.54K
$318K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-180- 12.2% |
$13.3K - $16.8K
|
1.3K
$162K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-180- 6.55% |
$13.3K - $16.8K
|
2.57K
$321K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-188- 6.41% |
$13.9K - $17.6K
|
2.75K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-191- 3.63% |
$14.2K - $17.9K
|
5.08K
$634K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 6.82% |
$14.8K - $18.7K
|
2.73K
$342K
|
|
|
Nov 10, 2022
Q3 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-200- 2.48% |
$14.8K - $18.7K
|
7.85K
$982K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-200- 7.34% |
$14.8K - $18.7K
|
2.53K
$316K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-201- 5.31% |
$14.9K - $18.8K
|
3.59K
$448K
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-202- 3.52% |
$15K - $18.9K
|
5.54K
$692K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-203- 5.0% |
$15.1K - $19K
|
3.85K
$482K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-205- 2.62% |
$15.2K - $19.2K
|
7.61K
$951K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-211- 2.4% |
$15.6K - $19.7K
|
8.57K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-213- 0.75% |
$15.8K - $19.9K
|
28K
$3.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-219- 1.43% |
$16.2K - $20.5K
|
15.1K
$1.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-220- 5.75% |
$16.3K - $20.6K
|
3.6K
$450K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-222- 2.96% |
$16.5K - $20.8K
|
7.27K
$908K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-225- 3.77% |
$16.7K - $21.1K
|
5.74K
$718K
|