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 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.42K+ 11.4% |
$258K - $319K
|
33.4K
$4.33M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3.39K+ 81.59% |
$256K - $316K
|
7.55K
$980K
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
BUY
|
- |
3.35KNew |
$252K - $312K
|
3.35K
$435K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
3.35K+ 35.58% |
$252K - $312K
|
12.8K
$1.65M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.33KNew |
$251K - $310K
|
3.33K
$432K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.33K+ 32.35% |
$251K - $310K
|
13.6K
$1.77M
|
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3.32KNew |
$250K - $309K
|
3.32K
$431K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.3K+ 9.14% |
$248K - $307K
|
39.4K
$5.1M
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.28KNew |
$247K - $306K
|
3.28K
$426K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
3.28K+ 100.89% |
$247K - $306K
|
6.53K
$847K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.27K+ 12.32% |
$246K - $304K
|
29.8K
$3.86M
|
|
|
May 12, 2022
Q1 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
3.26K+ 23.37% |
$246K - $304K
|
17.2K
$2.23M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.2K+ 85.57% |
$241K - $298K
|
6.94K
$900K
|
|
|
Apr 20, 2022
Q1 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
3.18K+ 11.64% |
$240K - $297K
|
30.5K
$3.96M
|
|
|
May 16, 2022
Q1 2022
|
Towle & CO
Denver, CO |
BUY
|
- |
3.18KNew |
$240K - $296K
|
3.18K
$412K
|
|
|
Apr 21, 2022
Q1 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.18K+ 2.9% |
$239K - $296K
|
113K
$14.6M
|
|
|
Apr 14, 2022
Q1 2022
|
In Track Investment Management Inc
|
BUY
|
- |
3.16KNew |
$238K - $295K
|
3.16K
$410K
|
|
|
May 11, 2022
Q1 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.16KNew |
$238K - $294K
|
3.16K
$410K
|
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
3.16K+ 82.6% |
$238K - $294K
|
6.98K
$905K
|
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
3.15K+ 18.7% |
$237K - $293K
|
20K
$2.59M
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.13KNew |
$236K - $291K
|
3.13K
$406K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.11KNew |
$234K - $290K
|
3.11K
$403K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
3.11K+ 11.03% |
$234K - $289K
|
31.3K
$4.05M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.09KNew |
$233K - $288K
|
3.09K
$401K
|
|
|
May 13, 2022
Q1 2022
|
Candriam S.C.A.
|
BUY
|
- |
3.01K+ 8.01% |
$227K - $281K
|
40.7K
$5.27M
|
|
|
May 05, 2022
Q1 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
3.01KNew |
$227K - $280K
|
3.01K
$390K
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3K+ 11.18% |
$226K - $279K
|
29.8K
$3.87M
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
BUY
|
- |
2.88KNew |
$217K - $269K
|
2.88K
$374K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
2.87K+ 24.41% |
$216K - $267K
|
14.6K
$1.9M
|
|
|
May 04, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.86KNew |
$216K - $267K
|
2.86K
$371K
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.85KNew |
$214K - $265K
|
2.85K
$369K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.82K+ 4.78% |
$212K - $262K
|
61.7K
$8M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.81KNew |
$212K - $262K
|
2.81K
$364K
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.8KNew |
$211K - $261K
|
2.8K
$363K
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.77KNew |
$209K - $258K
|
2.77K
$360K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.77K+ 61.88% |
$208K - $258K
|
7.24K
$938K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.75KNew |
$207K - $256K
|
2.75K
$357K
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.74KNew |
$206K - $255K
|
2.74K
$355K
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.73KNew |
$206K - $255K
|
2.73K
$354K
|
|
|
Apr 19, 2022
Q1 2022
|
Alta Capital Management LLC
|
BUY
|
- |
2.73K+ 7.21% |
$206K - $254K
|
40.6K
$5.26M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.73KNew |
$205K - $254K
|
2.73K
$353K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.73KNew |
$205K - $254K
|
2.73K
$353K
|
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.73KNew |
$205K - $254K
|
2.73K
$353K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.72KNew |
$205K - $254K
|
2.72K
$353K
|
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.72KNew |
$205K - $253K
|
2.72K
$352K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.68KNew |
$202K - $250K
|
2.68K
$348K
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.68K+ 28.81% |
$202K - $250K
|
12K
$1.55M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.68K+ 13.99% |
$202K - $249K
|
21.8K
$2.83M
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.67KNew |
$201K - $249K
|
2.67K
$346K
|
|
|
May 02, 2022
Q1 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
2.67K+ 9.65% |
$201K - $249K
|
30.4K
$3.94M
|