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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
450+ 5.0% |
$33.9K - $41.9K
|
9.45K
$1.17M
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
450+ 107.14% |
$33.9K - $41.9K
|
870
$108K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
443+ 3.71% |
$33.4K - $41.3K
|
12.4K
$1.53M
|
|
|
May 09, 2022
Q1 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
428+ 2.51% |
$32.2K - $39.9K
|
17.5K
$2.17M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
425+ 13.72% |
$32K - $39.6K
|
3.52K
$436K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
423+ 15.08% |
$31.9K - $39.4K
|
3.23K
$399K
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
BUY
|
- |
416+ 5.27% |
$31.3K - $38.8K
|
8.31K
$1.03M
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
408+ 10.6% |
$30.7K - $38K
|
4.26K
$527K
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
407+ 1.81% |
$30.7K - $37.9K
|
22.9K
$2.83M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
406+ 10.57% |
$30.6K - $37.8K
|
4.25K
$525K
|
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
BUY
|
- |
404+ 5.7% |
$30.4K - $37.7K
|
7.49K
$927K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
404+ 20.39% |
$30.4K - $37.7K
|
2.39K
$295K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
400+ 5.21% |
$30.1K - $37.3K
|
8.08K
$1M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
399+ 798.0% |
$30.1K - $37.2K
|
449
$55.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
392+ 2.17% |
$29.5K - $36.5K
|
18.5K
$2.29M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
388+ 88.99% |
$29.2K - $36.2K
|
824
$102K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
387+ 8.47% |
$29.2K - $36.1K
|
4.96K
$613K
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
377+ 12.75% |
$28.4K - $35.1K
|
3.33K
$412K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
375+ 3.18% |
$28.3K - $35K
|
12.2K
$1.51M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
362+ 129.75% |
$27.3K - $33.7K
|
641
$79.3K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
361+ 11.47% |
$27.2K - $33.6K
|
3.51K
$434K
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
360+ 1.09% |
$27.1K - $33.6K
|
33.3K
$4.13M
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
358+ 154.31% |
$27K - $33.4K
|
590
$73K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
354+ 6.88% |
$26.7K - $33K
|
5.5K
$681K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
350New |
$26.4K - $32.6K
|
350
$43.3K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
350+ 1.47% |
$26.4K - $32.6K
|
24.1K
$2.98M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
350+ 6.59% |
$26.4K - $32.6K
|
5.66K
$700K
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
343+ 10.31% |
$25.8K - $32K
|
3.67K
$454K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
342+ 1.44% |
$25.8K - $31.9K
|
24K
$2.97M
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
338+ 1.27% |
$25.5K - $31.5K
|
27.1K
$3.35M
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
336+ 5.81% |
$25.3K - $31.3K
|
6.12K
$757K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
320+ 3.2% |
$24.1K - $29.8K
|
10.3K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
313+ 0.6% |
$23.6K - $29.2K
|
52.5K
$6.49M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
313+ 8.72% |
$23.6K - $29.2K
|
3.9K
$483K
|
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
BUY
|
- |
311+ 8.29% |
$23.4K - $29K
|
4.06K
$502K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
305+ 31.57% |
$23K - $28.4K
|
1.27K
$157K
|
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
300+ 4.24% |
$22.6K - $28K
|
7.38K
$913K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
299+ 67.95% |
$22.5K - $27.9K
|
739
$91.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
296+ 6.02% |
$22.3K - $27.6K
|
5.21K
$644K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
296New |
$22.3K - $27.6K
|
296
$36.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
292+ 8.19% |
$22K - $27.2K
|
3.86K
$477K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
292+ 3.58% |
$22K - $27.2K
|
8.44K
$1.04M
|
|
|
May 05, 2022
Q1 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
287+ 2.45% |
$21.6K - $26.7K
|
12K
$1.49M
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
285+ 5.22% |
$21.5K - $26.6K
|
5.74K
$710K
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
283+ 9.35% |
$21.3K - $26.4K
|
3.31K
$410K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
281+ 6.11% |
$21.2K - $26.2K
|
4.88K
$604K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
276+ 0.23% |
$20.8K - $25.7K
|
120K
$14.9M
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
274+ 0.95% |
$20.6K - $25.5K
|
29K
$3.59M
|
|
|
May 10, 2022
Q1 2022
|
Mqs Management LLC
|
BUY
|
- |
267+ 8.4% |
$20.1K - $24.9K
|
3.44K
$426K
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
266+ 4.72% |
$20K - $24.8K
|
5.9K
$730K
|