Purchases and Sales Made in Q4 2022 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.44KNew |
$291K - $386K
|
3.44K
$446K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
3.37KNew |
$285K - $379K
|
3.37K
$438K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.36K+ 3.42% |
$284K - $377K
|
102K
$13.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3.35K+ 43.62% |
$283K - $376K
|
11K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
3.33K+ 1.79% |
$281K - $374K
|
189K
$24.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.3K+ 86.94% |
$279K - $371K
|
7.1K
$921K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.17K+ 2.64% |
$268K - $356K
|
123K
$16M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.12K+ 40.98% |
$264K - $350K
|
10.7K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
3.1KNew |
$262K - $348K
|
3.1K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.1K+ 6.24% |
$262K - $348K
|
52.7K
$6.84M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.09KNew |
$262K - $347K
|
3.09K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.06K+ 63.51% |
$258K - $343K
|
7.87K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.05K+ 44.63% |
$258K - $342K
|
9.88K
$1.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Community Bank Of Raymore
|
BUY
|
- |
3.03KNew |
$256K - $341K
|
3.03K
$393K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.02K+ 8.44% |
$256K - $340K
|
38.9K
$5.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
3.02KNew |
$255K - $339K
|
3.02K
$391K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.01K+ 28.8% |
$255K - $338K
|
13.5K
$1.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.94KNew |
$249K - $331K
|
2.94K
$382K
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
2.84K+ 37.36% |
$240K - $319K
|
10.4K
$1.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.84KNew |
$240K - $319K
|
2.84K
$368K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.8KNew |
$237K - $314K
|
2.8K
$363K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.8K+ 108.92% |
$236K - $314K
|
5.36K
$696K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
2.79K+ 7.4% |
$236K - $313K
|
40.5K
$5.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
2.79KNew |
$236K - $313K
|
2.79K
$361K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.76KNew |
$234K - $310K
|
2.76K
$358K
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
BUY
|
- |
2.75K+ 6.56% |
$233K - $309K
|
44.7K
$5.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
2.72KNew |
$230K - $306K
|
2.72K
$353K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
2.72KNew |
$230K - $305K
|
2.72K
$352K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.7KNew |
$228K - $303K
|
2.7K
$350K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
2.69K+ 9.89% |
$227K - $302K
|
29.9K
$3.87M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
2.68KNew |
$227K - $301K
|
2.68K
$348K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.68KNew |
$227K - $301K
|
2.68K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.67KNew |
$226K - $300K
|
2.67K
$346K
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.66K+ 479.14% |
$225K - $299K
|
3.22K
$418K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.66K+ 8.39% |
$225K - $299K
|
34.4K
$4.46M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
2.66KNew |
$225K - $298K
|
2.66K
$345K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.63K+ 37.36% |
$223K - $296K
|
9.68K
$1.26M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.63K+ 10.83% |
$222K - $295K
|
26.9K
$3.49M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.62K+ 8.76% |
$222K - $294K
|
32.5K
$4.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.61K+ 30.44% |
$221K - $293K
|
11.2K
$1.45M
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
2.61K+ 7.85% |
$221K - $293K
|
35.8K
$4.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.6K+ 49.58% |
$220K - $292K
|
7.85K
$1.02M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.59KNew |
$219K - $291K
|
2.59K
$336K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
2.58KNew |
$218K - $289K
|
2.58K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.55KNew |
$216K - $286K
|
2.55K
$331K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.55KNew |
$216K - $286K
|
2.55K
$331K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
2.54KNew |
$215K - $285K
|
2.54K
$330K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.53K+ 15.63% |
$214K - $284K
|
18.7K
$2.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.51KNew |
$212K - $282K
|
2.51K
$326K
|
|
|
Feb 07, 2023
Q4 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.5K+ 186.36% |
$212K - $281K
|
3.84K
$498K
|