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 05, 2022
Q1 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-314- 2.69% |
$23.7K - $29.3K
|
11.4K
$1.47M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-332Closed |
$25K - $30.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-335- 21.04% |
$25.2K - $31.2K
|
1.26K
$163K
|
|
|
Apr 20, 2022
Q1 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-338- 0.76% |
$25.5K - $31.5K
|
44.2K
$5.72M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-349- 2.53% |
$26.3K - $32.5K
|
13.4K
$1.74M
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-350- 6.71% |
$26.4K - $32.6K
|
4.86K
$630K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-379- 3.91% |
$28.6K - $35.3K
|
9.32K
$1.21M
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-384- 1.17% |
$28.9K - $35.8K
|
32.4K
$4.19M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-389- 10.12% |
$29.3K - $36.3K
|
3.46K
$448K
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-393- 6.9% |
$29.6K - $36.6K
|
5.31K
$687K
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-413- 0.43% |
$31.1K - $38.5K
|
95.2K
$12.3M
|
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-424- 0.36% |
$31.9K - $39.5K
|
117K
$15.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-433- 3.41% |
$32.6K - $40.4K
|
12.2K
$1.59M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-435- 8.13% |
$32.8K - $40.5K
|
4.92K
$637K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-452- 6.04% |
$34.1K - $42.1K
|
7.04K
$911K
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-454- 6.08% |
$34.2K - $42.3K
|
7.01K
$908K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-470Closed |
$35.4K - $43.8K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-479- 14.72% |
$36.1K - $44.6K
|
2.78K
$360K
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-495Closed |
$37.3K - $46.1K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-500- 2.92% |
$37.7K - $46.6K
|
16.6K
$2.16M
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-500- 12.72% |
$37.7K - $46.6K
|
3.43K
$444K
|
|
|
May 02, 2022
Q1 2022
|
Montgomery Investment Management Inc
|
SELL
|
- |
-500- 0.8% |
$37.7K - $46.6K
|
61.9K
$8.01M
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-502- 4.02% |
$37.8K - $46.8K
|
12K
$1.55M
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-502- 5.4% |
$37.8K - $46.8K
|
8.79K
$1.14M
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-523- 7.41% |
$39.4K - $48.7K
|
6.54K
$847K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-535Closed |
$40.3K - $49.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-540- 4.3% |
$40.7K - $50.3K
|
12K
$1.56M
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-554- 9.92% |
$41.7K - $51.6K
|
5.03K
$652K
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-557- 13.15% |
$42K - $51.9K
|
3.68K
$477K
|
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-577- 1.02% |
$43.5K - $53.8K
|
56K
$7.25M
|
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-583- 0.6% |
$43.9K - $54.3K
|
95.9K
$12.4M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-599- 12.9% |
$45.1K - $55.8K
|
4.04K
$524K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-603Closed |
$45.4K - $56.2K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-611Closed |
$46K - $56.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-611- 9.12% |
$46K - $56.9K
|
6.09K
$789K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-614- 10.51% |
$46.3K - $57.2K
|
5.23K
$678K
|
|
|
May 16, 2022
Q1 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-617- 3.96% |
$46.5K - $57.5K
|
15K
$1.94M
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-635- 49.8% |
$47.8K - $59.2K
|
640
$82.9K
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-635- 5.37% |
$47.8K - $59.2K
|
11.2K
$1.45M
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-639- 5.56% |
$48.1K - $59.6K
|
10.8K
$1.41M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-642Closed |
$48.4K - $59.8K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-650- 19.81% |
$49K - $60.6K
|
2.63K
$341K
|
|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-650- 11.63% |
$49K - $60.6K
|
4.94K
$640K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-653- 16.12% |
$49.2K - $60.9K
|
3.4K
$440K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-660- 19.46% |
$49.7K - $61.5K
|
2.73K
$354K
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-663- 3.02% |
$50K - $61.8K
|
21.3K
$2.75M
|
|
|
May 20, 2022
Q1 2022
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-706- 3.52% |
$53.2K - $65.8K
|
19.4K
$2.51M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-724- 2.67% |
$54.5K - $67.5K
|
26.4K
$3.42M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-727Closed |
$54.8K - $67.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-750Closed |
$56.5K - $69.9K
|
0
$0
|