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 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4K+ 1.9% |
$296K - $374K
|
214K
$27.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
3.95K+ 25.0% |
$293K - $370K
|
19.8K
$2.56M
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
BUY
|
- |
3.94K+ 26.03% |
$292K - $369K
|
19.1K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.89K+ 5.6% |
$289K - $364K
|
73.4K
$9.51M
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
3.87K+ 0.79% |
$287K - $362K
|
493K
$64M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.84KNew |
$285K - $359K
|
3.84K
$498K
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.84KNew |
$284K - $359K
|
3.84K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.83K+ 8.36% |
$284K - $358K
|
49.6K
$6.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.81KNew |
$283K - $357K
|
3.81K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.8KNew |
$282K - $355K
|
3.8K
$493K
|
|
|
Oct 28, 2022
Q3 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.79K+ 1.35% |
$281K - $355K
|
284K
$36.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
3.76K+ 9.17% |
$279K - $352K
|
44.8K
$5.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.75KNew |
$278K - $351K
|
3.75K
$486K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.75K+ 11.67% |
$278K - $350K
|
35.8K
$4.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
3.71KNew |
$275K - $348K
|
3.71K
$482K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.71K+ 99.49% |
$275K - $348K
|
7.45K
$966K
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.68KNew |
$273K - $344K
|
3.68K
$477K
|
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.67K+ 1.81% |
$272K - $343K
|
206K
$26.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
3.62K+ 23.77% |
$268K - $338K
|
18.8K
$2.44M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.61K+ 8.4% |
$268K - $338K
|
46.6K
$6.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.61K+ 125.35% |
$268K - $338K
|
6.49K
$842K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.54K+ 37.21% |
$262K - $331K
|
13K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.49K+ 5918.64% |
$259K - $327K
|
3.55K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
3.45K+ 53.22% |
$256K - $322K
|
9.92K
$1.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.43KNew |
$254K - $321K
|
3.43K
$445K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.36KNew |
$249K - $314K
|
3.36K
$436K
|
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
3.3K+ 0.81% |
$245K - $309K
|
412K
$53.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.26K+ 57.22% |
$242K - $305K
|
8.96K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.23KNew |
$240K - $302K
|
3.23K
$419K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.21K+ 16.65% |
$238K - $301K
|
22.5K
$2.92M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.18K+ 13.32% |
$236K - $298K
|
27.1K
$3.51M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.18K+ 13.32% |
$236K - $298K
|
27.1K
$3.51M
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.15K+ 1.07% |
$234K - $295K
|
297K
$38.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.1K+ 8.8% |
$230K - $290K
|
38.3K
$4.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.08KNew |
$228K - $288K
|
3.08K
$400K
|
|
|
Oct 11, 2022
Q3 2022
|
Jacobs & CO
|
BUY
|
- |
3.07KNew |
$227K - $287K
|
3.07K
$398K
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.05K+ 7.6% |
$226K - $286K
|
43.2K
$5.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
3.03K+ 9.23% |
$225K - $284K
|
35.9K
$4.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.03K+ 11.49% |
$225K - $284K
|
29.4K
$3.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.03K+ 3.04% |
$224K - $283K
|
103K
$13.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.02K+ 82.3% |
$224K - $283K
|
6.7K
$868K
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
3.01K+ 0.93% |
$223K - $282K
|
325K
$42.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.98K+ 23.37% |
$221K - $279K
|
15.7K
$2.04M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.93K+ 398.64% |
$217K - $274K
|
3.66K
$475K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.89KNew |
$215K - $271K
|
2.89K
$375K
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.87K+ 1137.7% |
$213K - $268K
|
3.12K
$405K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.83K+ 17.18% |
$210K - $265K
|
19.3K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.8K+ 29.61% |
$207K - $262K
|
12.2K
$1.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.79KNew |
$207K - $261K
|
2.79K
$362K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
2.77K+ 7.93% |
$205K - $259K
|
37.7K
$4.89M
|