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 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
259+ 3.2% |
$19.5K - $24.1K
|
8.34K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
256+ 4.88% |
$19.3K - $23.9K
|
5.5K
$678K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
251+ 1.59% |
$18.9K - $23.4K
|
16K
$1.98M
|
|
|
May 02, 2022
Q1 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
251+ 4.97% |
$18.9K - $23.4K
|
5.31K
$654K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
250+ 18.83% |
$18.8K - $23.3K
|
1.58K
$195K
|
|
|
May 06, 2022
Q1 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
249+ 0.41% |
$18.8K - $23.2K
|
60.7K
$7.48M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
237+ 3.71% |
$17.9K - $22.1K
|
6.62K
$816K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
232+ 3.05% |
$17.5K - $21.6K
|
7.84K
$967K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
232+ 0.48% |
$17.5K - $21.6K
|
49K
$6.04M
|
|
|
May 11, 2022
Q1 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
230+ 18.85% |
$17.3K - $21.4K
|
1.45K
$179K
|
|
|
Apr 25, 2022
Q1 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
229+ 5.91% |
$17.3K - $21.3K
|
4.11K
$506K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
226+ 36.28% |
$17K - $21.1K
|
849
$105K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
225New |
$17K - $21K
|
225
$27.7K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
223+ 4.74% |
$16.8K - $20.8K
|
4.93K
$607K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
210New |
$15.8K - $19.6K
|
210
$25.9K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
209+ 2.28% |
$15.7K - $19.5K
|
9.36K
$1.15M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
209+ 2.75% |
$15.7K - $19.5K
|
7.81K
$963K
|
|
|
May 13, 2022
Q1 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
BUY
|
- |
205+ 2.16% |
$15.4K - $19.1K
|
9.71K
$1.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
200+ 127.39% |
$15.1K - $18.6K
|
357
$44K
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
200New |
$15.1K - $18.6K
|
200
$24.7K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
196+ 2.36% |
$14.8K - $18.3K
|
8.5K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
193+ 3.37% |
$14.5K - $18K
|
5.92K
$730K
|
|
|
May 16, 2022
Q1 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
191+ 0.91% |
$14.4K - $17.8K
|
21.1K
$2.6M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
189+ 2.94% |
$14.2K - $17.6K
|
6.61K
$815K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
188+ 26.52% |
$14.2K - $17.5K
|
897
$111K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
188+ 6.25% |
$14.2K - $17.5K
|
3.2K
$394K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
185+ 9.27% |
$13.9K - $17.2K
|
2.18K
$269K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
184+ 0.4% |
$13.9K - $17.1K
|
46.7K
$5.76M
|
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
183+ 0.72% |
$13.8K - $17.1K
|
25.7K
$3.17M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
183+ 0.28% |
$13.8K - $17.1K
|
65K
$8.02M
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
173+ 3.85% |
$13K - $16.1K
|
4.67K
$576K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
173New |
$13K - $16.1K
|
173
$21.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
170+ 5.23% |
$12.8K - $15.8K
|
3.42K
$422K
|
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
170New |
$12.8K - $15.8K
|
170
$21K
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
BUY
|
- |
157+ 2.15% |
$11.8K - $14.6K
|
7.45K
$919K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
156+ 0.7% |
$11.8K - $14.5K
|
22.5K
$2.77M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
156+ 0.97% |
$11.8K - $14.5K
|
16.2K
$2M
|
|
|
Apr 29, 2022
Q1 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
156+ 2.23% |
$11.8K - $14.5K
|
7.15K
$881K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
155+ 1.71% |
$11.7K - $14.4K
|
9.23K
$1.14M
|
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
BUY
|
- |
153+ 0.76% |
$11.5K - $14.3K
|
20.2K
$2.5M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
153+ 2.72% |
$11.5K - $14.3K
|
5.77K
$711K
|
|
|
Apr 27, 2022
Q1 2022
|
Exeter Financial, LLC
|
BUY
|
- |
150+ 1.3% |
$11.3K - $14K
|
11.7K
$1.44M
|
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
BUY
|
- |
148+ 3.56% |
$11.2K - $13.8K
|
4.3K
$531K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
140+ 1.87% |
$10.5K - $13K
|
7.64K
$942K
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
137+ 1.01% |
$10.3K - $12.8K
|
13.8K
$1.7M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
136+ 0.89% |
$10.2K - $12.7K
|
15.4K
$1.9M
|
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
136+ 2.95% |
$10.2K - $12.7K
|
4.75K
$585K
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
132+ 1.84% |
$9.94K - $12.3K
|
7.3K
$900K
|
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
BUY
|
- |
126+ 60.58% |
$9.49K - $11.7K
|
334
$41.2K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
126+ 6.56% |
$9.49K - $11.7K
|
2.05K
$252K
|