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
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.32KNew |
$174K - $216K
|
2.32K
$280K
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.31KNew |
$174K - $215K
|
2.31K
$279K
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
2.3K+ 1.49% |
$173K - $214K
|
157K
$18.9M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.29K+ 27.19% |
$173K - $214K
|
10.7K
$1.3M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.29KNew |
$173K - $214K
|
2.29K
$277K
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.27K+ 11.62% |
$171K - $212K
|
21.8K
$2.64M
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.24K+ 6.7% |
$169K - $209K
|
35.7K
$4.31M
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
2.22KNew |
$167K - $207K
|
2.22K
$269K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.15K+ 2.41% |
$162K - $201K
|
91.5K
$11.1M
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
2.15K+ 16.72% |
$162K - $200K
|
15K
$1.81M
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.15KNew |
$162K - $200K
|
2.15K
$260K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.12K+ 14.2% |
$159K - $197K
|
17K
$2.06M
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.06K+ 17.57% |
$156K - $192K
|
13.8K
$1.67M
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.05K+ 34.98% |
$154K - $191K
|
7.89K
$953K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.01K+ 4.84% |
$151K - $187K
|
43.5K
$5.26M
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2K+ 5.63% |
$151K - $187K
|
37.6K
$4.54M
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2K+ 7.27% |
$151K - $186K
|
29.5K
$3.56M
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
2K+ 0.56% |
$150K - $186K
|
356K
$43M
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
1.98K+ 5.47% |
$149K - $184K
|
38.1K
$4.6M
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.97K+ 25.53% |
$148K - $183K
|
9.68K
$1.17M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.96K+ 67.38% |
$147K - $182K
|
4.86K
$587K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.95K+ 9.91% |
$147K - $182K
|
21.7K
$2.62M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 34.08% |
$145K - $180K
|
7.59K
$917K
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.89KNew |
$143K - $176K
|
1.89K
$229K
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.84K+ 14.78% |
$139K - $172K
|
14.3K
$1.73M
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.83K+ 27.4% |
$138K - $170K
|
8.5K
$1.03M
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.82KNew |
$137K - $169K
|
1.82K
$220K
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.81K+ 13.67% |
$136K - $169K
|
15.1K
$1.82M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.8K+ 65.19% |
$135K - $167K
|
4.55K
$550K
|
|
Apr 21, 2022
Q1 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.79K+ 9.6% |
$134K - $166K
|
20.4K
$2.46M
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.76K+ 22.8% |
$133K - $164K
|
9.47K
$1.14M
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.76KNew |
$132K - $164K
|
1.76K
$212K
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.74K+ 12.99% |
$131K - $162K
|
15.1K
$1.82M
|
|
May 13, 2022
Q1 2022
|
Mackay Shields LLC
|
BUY
|
- |
1.71K+ 2.61% |
$129K - $159K
|
67.3K
$8.13M
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.7KNew |
$128K - $158K
|
1.7K
$205K
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.7K+ 4.69% |
$128K - $158K
|
37.8K
$4.57M
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.68K+ 3.26% |
$127K - $157K
|
53.3K
$6.44M
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.67K+ 6.5% |
$126K - $156K
|
27.4K
$3.31M
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.61K+ 8.56% |
$121K - $150K
|
20.4K
$2.46M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.6K+ 5.82% |
$121K - $149K
|
29.1K
$3.52M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.55K+ 14.64% |
$117K - $145K
|
12.2K
$1.47M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.54KNew |
$116K - $144K
|
1.54K
$187K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.53K+ 0.69% |
$115K - $142K
|
224K
$27M
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
1.5KNew |
$113K - $140K
|
1.5K
$182K
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.49KNew |
$112K - $139K
|
1.49K
$180K
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.49K+ 4.46% |
$112K - $139K
|
34.9K
$4.21M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.47K+ 1.57% |
$111K - $137K
|
95K
$11.5M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.47K+ 36.02% |
$110K - $137K
|
5.53K
$668K
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.46K+ 0.69% |
$110K - $136K
|
212K
$25.6M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.45K+ 2.98% |
$109K - $135K
|
49.9K
$6.03M
|