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 12, 2022
Q1 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
1.43K+ 1.25% |
$107K - $133K
|
116K
$14.2M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.42K+ 31.52% |
$107K - $132K
|
5.91K
$729K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.4K+ 20.59% |
$106K - $131K
|
8.2K
$1.01M
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
1.39K+ 23.15% |
$104K - $129K
|
7.37K
$909K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.37K+ 7.12% |
$103K - $127K
|
20.6K
$2.54M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
1.36K+ 0.86% |
$103K - $127K
|
161K
$19.8M
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.36K+ 22.71% |
$102K - $126K
|
7.32K
$903K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.35K+ 4.18% |
$102K - $126K
|
33.7K
$4.15M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.34K+ 3.88% |
$101K - $125K
|
35.9K
$4.42M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.33K+ 33.28% |
$100K - $124K
|
5.33K
$657K
|
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 46.65% |
$97.6K - $121K
|
4.07K
$502K
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.29K+ 38.42% |
$96.9K - $120K
|
4.63K
$571K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
1.28K+ 15.05% |
$96.4K - $119K
|
9.79K
$1.21M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.24K+ 29.23% |
$93.7K - $116K
|
5.5K
$678K
|
|
|
May 10, 2022
Q1 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.24K+ 7.77% |
$93.6K - $116K
|
17.2K
$2.12M
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
BUY
|
- |
1.22K+ 8.55% |
$91.5K - $113K
|
15.4K
$1.9M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.18KNew |
$89K - $110K
|
1.18K
$146K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.15K+ 8.61% |
$86.9K - $107K
|
14.5K
$1.79M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.14K+ 28.46% |
$86.2K - $107K
|
5.16K
$637K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.12K+ 114.49% |
$84.5K - $105K
|
2.1K
$259K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.12K+ 9.33% |
$84.5K - $105K
|
13.1K
$1.62M
|
|
|
Apr 06, 2022
Q1 2022
|
Meyer Handelman CO
|
BUY
|
- |
1.09K+ 2.1% |
$82.3K - $102K
|
53.2K
$6.56M
|
|
|
May 16, 2022
Q1 2022
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
1.05K+ 0.85% |
$79.3K - $98K
|
124K
$15.3M
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.05K+ 9.01% |
$79.2K - $98K
|
12.7K
$1.57M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.05K+ 20.67% |
$79K - $97.8K
|
6.12K
$755K
|
|
|
Apr 21, 2022
Q1 2022
|
Cardinal Capital Management
|
BUY
|
- |
1.05K+ 5.34% |
$78.7K - $97.4K
|
20.6K
$2.54M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.04K+ 37.4% |
$78.1K - $96.6K
|
3.81K
$470K
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.04K+ 2.11% |
$78K - $96.5K
|
50.2K
$6.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.03K+ 2.79% |
$77.7K - $96.1K
|
38K
$4.69M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.03K+ 19.89% |
$77.6K - $96K
|
6.21K
$766K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.01K+ 36.09% |
$76.4K - $94.5K
|
3.82K
$472K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1K+ 7.37% |
$75.4K - $93.3K
|
14.6K
$1.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
996+ 2.9% |
$75K - $92.8K
|
35.3K
$4.36M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
992+ 11.38% |
$74.7K - $92.5K
|
9.71K
$1.2M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
963+ 30.32% |
$72.6K - $89.8K
|
4.14K
$510K
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
960+ 6.98% |
$72.3K - $89.5K
|
14.7K
$1.81M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
955+ 27.03% |
$71.9K - $89K
|
4.49K
$553K
|
|
|
Apr 15, 2022
Q1 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
942+ 17.58% |
$71K - $87.8K
|
6.3K
$777K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
942+ 63.26% |
$71K - $87.8K
|
2.43K
$300K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
923+ 20.29% |
$69.5K - $86K
|
5.47K
$675K
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
914+ 19.81% |
$68.9K - $85.2K
|
5.53K
$682K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
895+ 15.4% |
$67.4K - $83.4K
|
6.71K
$827K
|
|
|
May 16, 2022
Q1 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
890+ 2.05% |
$67.1K - $82.9K
|
44.4K
$5.47M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
889+ 14.63% |
$67K - $82.9K
|
6.97K
$859K
|
|
|
Apr 27, 2022
Q1 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
874+ 29.87% |
$65.8K - $81.5K
|
3.8K
$469K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
825New |
$62.2K - $76.9K
|
825
$102K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
819+ 14.22% |
$61.7K - $76.3K
|
6.58K
$811K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
804+ 19.75% |
$60.6K - $74.9K
|
4.87K
$601K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
800New |
$60.3K - $74.6K
|
800
$98.7K
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
800+ 11.07% |
$60.3K - $74.6K
|
8.03K
$990K
|