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 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
4.84K+ 56.75% |
$365K - $451K
|
13.4K
$1.63M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.84K+ 31.04% |
$365K - $451K
|
20.4K
$2.5M
|
|
|
May 17, 2022
Q1 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.79KNew |
$361K - $447K
|
4.79K
$586K
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4.72K+ 1.9% |
$356K - $440K
|
253K
$30.9M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.72K+ 10.05% |
$355K - $439K
|
51.6K
$6.3M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.71K+ 160.85% |
$355K - $439K
|
7.64K
$934K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.68K+ 132.7% |
$353K - $436K
|
8.21K
$1M
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.66K+ 91.72% |
$351K - $435K
|
9.75K
$1.19M
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
4.65K+ 3.59% |
$350K - $434K
|
134K
$16.4M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
4.61K+ 33.92% |
$348K - $430K
|
18.2K
$2.23M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.61K+ 33.92% |
$348K - $430K
|
18.2K
$2.23M
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
4.58K+ 7.92% |
$345K - $427K
|
62.4K
$7.63M
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.51KNew |
$340K - $421K
|
4.51K
$551K
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.5K+ 48.06% |
$339K - $419K
|
13.8K
$1.69M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.47KNew |
$336K - $416K
|
4.47K
$546K
|
|
|
May 10, 2022
Q1 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.46K+ 13.42% |
$336K - $416K
|
37.7K
$4.61M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.41KNew |
$332K - $411K
|
4.41K
$539K
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.38KNew |
$330K - $408K
|
4.38K
$535K
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.36K+ 55.89% |
$328K - $406K
|
12.2K
$1.48M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.32K+ 14.79% |
$325K - $402K
|
33.5K
$4.09M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.24K+ 107.07% |
$320K - $395K
|
8.21K
$1M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.21KNew |
$317K - $392K
|
4.21K
$514K
|
|
|
Apr 21, 2022
Q1 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
4.18K+ 80.71% |
$315K - $389K
|
9.35K
$1.14M
|
|
|
May 05, 2022
Q1 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
4.17K+ 5.62% |
$314K - $388K
|
78.3K
$9.56M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.05K+ 109.9% |
$305K - $378K
|
7.74K
$946K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.05K+ 9.74% |
$305K - $377K
|
45.6K
$5.57M
|
|
|
May 13, 2022
Q1 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.02K+ 118.01% |
$303K - $374K
|
7.42K
$907K
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4KNew |
$301K - $372K
|
4K
$488K
|
|
|
May 13, 2022
Q1 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
3.96K+ 74.75% |
$298K - $369K
|
9.26K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.96KNew |
$298K - $369K
|
3.96K
$484K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3.95K+ 181.18% |
$297K - $368K
|
6.12K
$748K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.94K+ 8.86% |
$297K - $367K
|
48.4K
$5.91M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.93KNew |
$296K - $366K
|
3.93K
$480K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.93K+ 6.32% |
$296K - $366K
|
66K
$8.06M
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
BUY
|
- |
3.9KNew |
$294K - $364K
|
3.9K
$477K
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
3.9K+ 4.91% |
$294K - $363K
|
83.3K
$10.2M
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.9K+ 63.6% |
$294K - $363K
|
10K
$1.22M
|
|
|
May 06, 2022
Q1 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.85K+ 4.1% |
$290K - $359K
|
97.7K
$11.9M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.75K+ 33.99% |
$283K - $350K
|
14.8K
$1.81M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.74K+ 4.54% |
$282K - $349K
|
86.2K
$10.5M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.73K+ 1469.69% |
$281K - $348K
|
3.99K
$487K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$279K - $345K
|
3.71K
$453K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
3.7K+ 64.32% |
$278K - $344K
|
9.44K
$1.15M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.65K+ 71.95% |
$275K - $340K
|
8.72K
$1.07M
|
|
|
Aug 15, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
3.59KNew |
$271K - $335K
|
3.59K
$439K
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.58K+ 3.01% |
$270K - $333K
|
123K
$15M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.54KNew |
$267K - $330K
|
3.54K
$433K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
3.52KNew |
$265K - $328K
|
3.52K
$430K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.5K+ 9.72% |
$263K - $326K
|
39.5K
$4.82M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
3.42K+ 11.97% |
$258K - $319K
|
32K
$3.91M
|