Purchases and Sales Made in Q1 2022 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
7.94KNew |
$598K - $740K
|
7.94K
$1.03M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.84K+ 68.07% |
$591K - $731K
|
19.4K
$2.51M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
7.82K+ 100.48% |
$589K - $729K
|
15.6K
$2.02M
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
7.71K+ 6.99% |
$581K - $719K
|
118K
$15.3M
|
|
|
May 10, 2022
Q1 2022
|
Td Asset Management Inc
|
BUY
|
- |
7.5K+ 5.0% |
$565K - $699K
|
158K
$20.4M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.27KNew |
$548K - $678K
|
7.27K
$943K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.14K+ 42.47% |
$538K - $666K
|
24K
$3.11M
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7.03K+ 5.84% |
$529K - $655K
|
127K
$16.5M
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.97K+ 7.54% |
$525K - $650K
|
99.5K
$12.9M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.79K+ 11.89% |
$511K - $632K
|
63.9K
$8.28M
|
|
|
May 12, 2022
Q1 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
6.73K+ 18.1% |
$507K - $627K
|
43.9K
$5.7M
|
|
|
May 16, 2022
Q1 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
6.68K+ 7.88% |
$503K - $622K
|
91.4K
$11.9M
|
|
|
May 12, 2022
Q1 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
6.65K+ 24.25% |
$501K - $620K
|
34.1K
$4.42M
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
6.61KNew |
$498K - $616K
|
6.61K
$857K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6.53K+ 32.74% |
$492K - $608K
|
26.5K
$3.43M
|
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
BUY
|
- |
6.45KNew |
$486K - $601K
|
6.45K
$836K
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.41K+ 33.53% |
$483K - $598K
|
25.5K
$3.31M
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
6.37K+ 137.74% |
$480K - $594K
|
11K
$1.43M
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.32K+ 103.03% |
$476K - $589K
|
12.4K
$1.61M
|
|
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.31K+ 0.95% |
$475K - $588K
|
672K
$87.2M
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.3K+ 2.55% |
$474K - $587K
|
253K
$32.8M
|
|
|
May 06, 2022
Q1 2022
|
American Financial Group Inc
|
BUY
|
- |
6.25KNew |
$471K - $583K
|
6.25K
$811K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
6.24K+ 59.34% |
$470K - $581K
|
16.7K
$2.17M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
6.22K+ 29.33% |
$468K - $580K
|
27.4K
$3.56M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.16KNew |
$464K - $574K
|
6.16K
$798K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.15K+ 13.64% |
$463K - $573K
|
51.2K
$6.64M
|
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.1K+ 138.04% |
$460K - $569K
|
10.5K
$1.36M
|
|
|
Apr 27, 2022
Q1 2022
|
Todd Asset Management LLC
|
BUY
|
- |
6.09K+ 2.42% |
$459K - $568K
|
258K
$33.4M
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6.01K+ 14.36% |
$453K - $560K
|
47.9K
$6.21M
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
6K+ 8.14% |
$452K - $559K
|
79.7K
$10.3M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.98K+ 34.72% |
$450K - $557K
|
23.2K
$3.01M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.95KNew |
$448K - $554K
|
5.95K
$771K
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
5.92K+ 4.3% |
$446K - $552K
|
144K
$18.6M
|
|
|
May 03, 2022
Q1 2022
|
Groesbeck Investment Management Corp
|
BUY
|
- |
5.75KNew |
$433K - $536K
|
5.75K
$746K
|
|
|
May 05, 2022
Q1 2022
|
Sws Partners
|
BUY
|
- |
5.72K+ 23.88% |
$431K - $533K
|
29.7K
$3.85M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.7K+ 0.78% |
$430K - $532K
|
738K
$95.7M
|
|
|
May 11, 2022
Q1 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
5.68KNew |
$428K - $529K
|
5.68K
$736K
|
|
|
May 16, 2022
Q1 2022
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
5.6KNew |
$422K - $522K
|
5.6K
$726K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.58K+ 1.54% |
$421K - $520K
|
369K
$47.9M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.53K+ 149.77% |
$417K - $516K
|
9.23K
$1.2M
|
|
|
May 16, 2022
Q1 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
5.46KNew |
$412K - $509K
|
5.46K
$708K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.36K+ 21.53% |
$404K - $500K
|
30.3K
$3.92M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.25K+ 16.1% |
$396K - $489K
|
37.9K
$4.91M
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
5.01K+ 316.21% |
$378K - $467K
|
6.6K
$856K
|
|
|
Apr 14, 2022
Q1 2022
|
Stolper CO
|
BUY
|
- |
4.99K+ 13.75% |
$376K - $465K
|
41.3K
$5.36M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.93KNew |
$371K - $459K
|
4.93K
$639K
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
4.9K+ 12.91% |
$369K - $457K
|
42.9K
$5.56M
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.88K+ 19.09% |
$368K - $455K
|
30.5K
$3.95M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.86KNew |
$366K - $453K
|
4.86K
$630K
|
|
|
May 16, 2022
Q1 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
4.85KNew |
$365K - $452K
|
4.85K
$629K
|