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 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
125+ 4.22% |
$9.42K - $11.7K
|
3.09K
$381K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
125+ 1.33% |
$9.42K - $11.7K
|
9.5K
$1.17M
|
|
|
May 11, 2022
Q1 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
124+ 1.1% |
$9.34K - $11.6K
|
11.4K
$1.41M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
123+ 1.9% |
$9.27K - $11.5K
|
6.58K
$812K
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
120+ 1.37% |
$9.04K - $11.2K
|
8.89K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
119New |
$8.97K - $11.1K
|
119
$14.7K
|
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
BUY
|
- |
118+ 2.59% |
$8.89K - $11K
|
4.67K
$576K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
116+ 2.1% |
$8.74K - $10.8K
|
5.64K
$696K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
108+ 0.44% |
$8.14K - $10.1K
|
24.9K
$3.07M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
107+ 13.93% |
$8.06K - $9.97K
|
875
$108K
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
105+ 0.39% |
$7.91K - $9.79K
|
26.9K
$3.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
101+ 2.01% |
$7.61K - $9.41K
|
5.13K
$632K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
101+ 72.66% |
$7.61K - $9.41K
|
240
$29.6K
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
101+ 0.26% |
$7.61K - $9.41K
|
39.1K
$4.82M
|
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
100+ 1.78% |
$7.53K - $9.32K
|
5.7K
$703K
|
|
|
Apr 26, 2022
Q1 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
100+ 1.1% |
$7.53K - $9.32K
|
9.16K
$1.13M
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
99+ 1.2% |
$7.46K - $9.23K
|
8.32K
$1.03M
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
97+ 0.97% |
$7.31K - $9.04K
|
10.1K
$1.24M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
94+ 4.82% |
$7.08K - $8.76K
|
2.04K
$252K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
94New |
$7.08K - $8.76K
|
94
$11.6K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
93+ 2.52% |
$7.01K - $8.67K
|
3.79K
$467K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
93+ 1.46% |
$7.01K - $8.67K
|
6.47K
$797K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
91+ 0.44% |
$6.86K - $8.48K
|
20.9K
$2.57M
|
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
BUY
|
- |
90+ 0.55% |
$6.78K - $8.39K
|
16.3K
$2.02M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
90+ 0.55% |
$6.78K - $8.39K
|
16.4K
$2.02M
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
85+ 1.32% |
$6.4K - $7.92K
|
6.51K
$803K
|
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
83+ 1.96% |
$6.25K - $7.74K
|
4.32K
$532K
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
83+ 0.47% |
$6.25K - $7.74K
|
17.9K
$2.21M
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
77+ 48.13% |
$5.8K - $7.18K
|
237
$29.2K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
77+ 15.56% |
$5.8K - $7.18K
|
572
$70.5K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
76+ 0.83% |
$5.73K - $7.08K
|
9.28K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
75+ 2.4% |
$5.65K - $6.99K
|
3.21K
$395K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
75+ 1.26% |
$5.65K - $6.99K
|
6.01K
$741K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
74New |
$5.58K - $6.9K
|
74
$9.13K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
70+ 5.8% |
$5.27K - $6.52K
|
1.28K
$157K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
70New |
$5.27K - $6.52K
|
70
$8.63K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
68+ 425.0% |
$5.12K - $6.34K
|
84
$10.4K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
67+ 101.52% |
$5.05K - $6.24K
|
133
$16.4K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
67+ 1.17% |
$5.05K - $6.24K
|
5.8K
$715K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
65+ 12.55% |
$4.9K - $6.06K
|
583
$71.9K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
62New |
$4.67K - $5.78K
|
62
$7.65K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
57+ 0.48% |
$4.29K - $5.31K
|
11.9K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
55+ 6.73% |
$4.14K - $5.13K
|
872
$108K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54+ 1.2% |
$4.07K - $5.03K
|
4.57K
$564K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
54+ 0.73% |
$4.07K - $5.03K
|
7.41K
$914K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
50+ 1.64% |
$3.77K - $4.66K
|
3.09K
$382K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
50+ 7.96% |
$3.77K - $4.66K
|
678
$83.6K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
50New |
$3.77K - $4.66K
|
50
$6.17K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
50+ 1.72% |
$3.77K - $4.66K
|
2.96K
$365K
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
47+ 0.01% |
$3.54K - $4.38K
|
583K
$71.9M
|