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
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
788+ 5.09% |
$59.4K - $73.4K
|
16.3K
$2M
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
782+ 5.47% |
$58.9K - $72.9K
|
15.1K
$1.86M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
778New |
$58.6K - $72.5K
|
778
$95.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
767+ 12.93% |
$57.8K - $71.5K
|
6.7K
$826K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
755+ 8.26% |
$56.9K - $70.4K
|
9.9K
$1.22M
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
750+ 113.46% |
$56.5K - $69.9K
|
1.41K
$174K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
738+ 24.33% |
$55.6K - $68.8K
|
3.77K
$465K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
729+ 9.16% |
$54.9K - $67.9K
|
8.69K
$1.07M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
717+ 8.41% |
$54K - $66.8K
|
9.24K
$1.14M
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
717+ 2.56% |
$54K - $66.8K
|
28.7K
$3.54M
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
712+ 5.78% |
$53.6K - $66.4K
|
13K
$1.61M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
700+ 17.09% |
$52.7K - $65.2K
|
4.8K
$591K
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
692+ 1.53% |
$52.1K - $64.5K
|
46K
$5.67M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
684+ 22.15% |
$51.5K - $63.7K
|
3.77K
$465K
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
682+ 6.52% |
$51.4K - $63.6K
|
11.1K
$1.37M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
675+ 20.37% |
$50.9K - $62.9K
|
3.99K
$492K
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
663+ 20.56% |
$50K - $61.8K
|
3.89K
$479K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
663+ 6.16% |
$50K - $61.8K
|
11.4K
$1.41M
|
|
|
Apr 20, 2022
Q1 2022
|
Baxter Bros Inc
|
BUY
|
- |
645+ 3.01% |
$48.6K - $60.1K
|
22.1K
$2.72M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
641+ 13.55% |
$48.3K - $59.7K
|
5.37K
$662K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
634New |
$47.8K - $59.1K
|
634
$78.2K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
612+ 2.91% |
$46.1K - $57K
|
21.7K
$2.67M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
605+ 9.05% |
$45.6K - $56.4K
|
7.29K
$899K
|
|
|
Apr 12, 2022
Q1 2022
|
Fruth Investment Management
|
BUY
|
- |
600+ 4.82% |
$45.2K - $55.9K
|
13K
$1.61M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
595+ 30.51% |
$44.8K - $55.5K
|
2.55K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
586+ 7.36% |
$44.1K - $54.6K
|
8.55K
$1.05M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
585+ 32.74% |
$44.1K - $54.5K
|
2.37K
$293K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
585+ 20.42% |
$44.1K - $54.5K
|
3.45K
$425K
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
577+ 4.13% |
$43.5K - $53.8K
|
14.6K
$1.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
572+ 733.33% |
$43.1K - $53.3K
|
650
$80.2K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
557+ 1.98% |
$42K - $51.9K
|
28.8K
$3.55M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
551+ 11.83% |
$41.5K - $51.4K
|
5.21K
$642K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
515+ 5.91% |
$38.8K - $48K
|
9.23K
$1.14M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
514+ 8.44% |
$38.7K - $47.9K
|
6.61K
$815K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
514+ 4.75% |
$38.7K - $47.9K
|
11.3K
$1.4M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
513+ 17.62% |
$38.6K - $47.8K
|
3.42K
$422K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
508+ 10.49% |
$38.3K - $47.3K
|
5.35K
$660K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
506+ 1.09% |
$38.1K - $47.2K
|
46.9K
$5.78M
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
505New |
$38K - $47.1K
|
505
$62.3K
|
|
|
Apr 01, 2022
Q1 2022
|
New Mexico Educational Retirement Board
|
BUY
|
- |
500+ 1.87% |
$37.7K - $46.6K
|
27.2K
$3.36M
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
495+ 4.39% |
$37.3K - $46.1K
|
11.8K
$1.45M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
493+ 6.35% |
$37.1K - $45.9K
|
8.26K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
486+ 3.69% |
$36.6K - $45.3K
|
13.7K
$1.68M
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
BUY
|
- |
470+ 7.34% |
$35.4K - $43.8K
|
6.87K
$847K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
469+ 16.85% |
$35.3K - $43.7K
|
3.25K
$401K
|
|
|
May 16, 2022
Q1 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
465New |
$35K - $43.3K
|
465
$57.3K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
459+ 6.83% |
$34.6K - $42.8K
|
7.18K
$885K
|
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
450+ 3.62% |
$33.9K - $41.9K
|
12.9K
$1.59M
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
450+ 3.27% |
$33.9K - $41.9K
|
14.2K
$1.75M
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
450+ 6.01% |
$33.9K - $41.9K
|
7.93K
$978K
|