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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
788+ 12.83% |
$58.4K - $73.7K
|
6.93K
$899K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
785+ 3.76% |
$58.2K - $73.5K
|
21.6K
$2.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
784+ 35.32% |
$58.1K - $73.4K
|
3K
$390K
|
|
|
Nov 16, 2022
Q3 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
782+ 1.46% |
$58K - $73.2K
|
54.3K
$7.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
773+ 11.86% |
$57.3K - $72.3K
|
7.29K
$945K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
760+ 18.77% |
$56.4K - $71.1K
|
4.81K
$624K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
745+ 21.63% |
$55.2K - $69.7K
|
4.19K
$543K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
727+ 4.49% |
$53.9K - $68K
|
16.9K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
726+ 61.73% |
$53.8K - $67.9K
|
1.9K
$247K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
709New |
$52.6K - $66.3K
|
709
$92K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
707+ 27.5% |
$52.4K - $66.2K
|
3.28K
$425K
|
|
|
Oct 13, 2022
Q3 2022
|
Exeter Financial, LLC
|
BUY
|
- |
700+ 5.92% |
$51.9K - $65.5K
|
12.5K
$1.62M
|
|
|
Oct 19, 2022
Q3 2022
|
Cullinan Associates Inc
|
BUY
|
- |
700+ 10.14% |
$51.9K - $65.5K
|
7.6K
$986K
|
|
|
Nov 14, 2022
Q3 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
691New |
$51.2K - $64.7K
|
691
$89.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
689+ 4.41% |
$51.1K - $64.5K
|
16.3K
$2.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
681+ 20.49% |
$50.5K - $63.7K
|
4K
$519K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
680+ 25.23% |
$50.4K - $63.6K
|
3.38K
$438K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
672+ 5.55% |
$49.8K - $62.9K
|
12.8K
$1.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
668+ 7.91% |
$49.5K - $62.5K
|
9.11K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
663New |
$49.2K - $62K
|
663
$86K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
657+ 8.55% |
$48.7K - $61.5K
|
8.34K
$1.08M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
655+ 3.95% |
$48.6K - $61.3K
|
17.2K
$2.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
651+ 3.0% |
$48.3K - $60.9K
|
22.3K
$2.89M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
650New |
$48.2K - $60.8K
|
650
$84.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
638+ 5.3% |
$47.3K - $59.7K
|
12.7K
$1.64M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
626+ 4471.43% |
$46.4K - $58.6K
|
640
$83K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
615+ 8.23% |
$45.6K - $57.5K
|
8.09K
$1.05M
|
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
615+ 0.53% |
$45.6K - $57.5K
|
116K
$15M
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
614+ 4.33% |
$45.5K - $57.5K
|
14.8K
$1.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
612+ 0.61% |
$45.4K - $57.3K
|
100K
$13M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
601New |
$44.6K - $56.2K
|
601
$77.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Cardinal Capital Management
|
BUY
|
- |
589+ 2.79% |
$43.7K - $55.1K
|
21.7K
$2.81M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
587+ 130.16% |
$43.5K - $54.9K
|
1.04K
$135K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
584+ 17.0% |
$43.3K - $54.6K
|
4.02K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
570+ 1.02% |
$42.3K - $53.3K
|
56.5K
$7.33M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
561+ 8.78% |
$41.6K - $52.5K
|
6.95K
$902K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
557+ 0.22% |
$41.3K - $52.1K
|
254K
$33M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
552New |
$40.9K - $51.7K
|
552
$71.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
550+ 1.97% |
$40.8K - $51.5K
|
28.4K
$3.69M
|
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
546+ 1.32% |
$40.5K - $51.1K
|
42K
$5.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
525+ 16.53% |
$38.9K - $49.1K
|
3.7K
$480K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
520+ 101.36% |
$38.6K - $48.7K
|
1.03K
$134K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
512+ 7.4% |
$38K - $47.9K
|
7.44K
$964K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
507+ 9.42% |
$37.6K - $47.4K
|
5.89K
$764K
|
|
|
Nov 14, 2022
Q3 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
504+ 10.0% |
$37.4K - $47.2K
|
5.54K
$719K
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
500+ 12.12% |
$37.1K - $46.8K
|
4.63K
$600K
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 0.39% |
$37.1K - $46.8K
|
130K
$16.9M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
500+ 7.35% |
$37.1K - $46.8K
|
7.3K
$947K
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
498+ 10.72% |
$36.9K - $46.6K
|
5.15K
$667K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
498+ 12.69% |
$36.9K - $46.6K
|
4.42K
$573K
|