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 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
45+ 0.61% |
$3.39K - $4.19K
|
7.41K
$913K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
45+ 14.85% |
$3.39K - $4.19K
|
348
$42.9K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
43+ 1.54% |
$3.24K - $4.01K
|
2.83K
$349K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
42+ 2.39% |
$3.16K - $3.91K
|
1.8K
$222K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
41+ 24.4% |
$3.09K - $3.82K
|
209
$25.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
38+ 3.34% |
$2.86K - $3.54K
|
1.18K
$145K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
38+ 0.08% |
$2.86K - $3.54K
|
45.1K
$5.56M
|
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
38+ 0.31% |
$2.86K - $3.54K
|
12.2K
$1.5M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
36+ 1.1% |
$2.71K - $3.36K
|
3.32K
$409K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
35+ 36.46% |
$2.64K - $3.26K
|
131
$16.2K
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
35+ 0.14% |
$2.64K - $3.26K
|
25.9K
$3.19M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
34+ 6.75% |
$2.56K - $3.17K
|
538
$66.3K
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
29+ 0.03% |
$2.18K - $2.7K
|
88.6K
$10.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28+ 2.41% |
$2.11K - $2.61K
|
1.19K
$147K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.97% |
$2.11K - $2.61K
|
2.91K
$359K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
27+ 4.76% |
$2.03K - $2.52K
|
594
$73.3K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
27+ 0.37% |
$2.03K - $2.52K
|
7.38K
$910K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 0.9% |
$1.96K - $2.42K
|
2.91K
$359K
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
26+ 0.1% |
$1.96K - $2.42K
|
26.5K
$3.27M
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
26+ 0.09% |
$1.96K - $2.42K
|
29.7K
$3.66M
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 192.31% |
$1.88K - $2.33K
|
38
$4.69K
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
BUY
|
- |
25+ 0.7% |
$1.88K - $2.33K
|
3.57K
$441K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23+ 0.89% |
$1.73K - $2.14K
|
2.6K
$321K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
22+ 0.6% |
$1.66K - $2.05K
|
3.71K
$458K
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
21New |
$1.58K - $1.96K
|
21
$2.59K
|
|
|
May 10, 2022
Q1 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
21+ 0.44% |
$1.58K - $1.96K
|
4.81K
$593K
|
|
|
Apr 29, 2022
Q1 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
20+ 0.5% |
$1.51K - $1.86K
|
4.03K
$497K
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
19+ 0.79% |
$1.43K - $1.77K
|
2.43K
$300K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
18+ 1.59% |
$1.36K - $1.68K
|
1.15K
$142K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
18New |
$1.36K - $1.68K
|
18
$2.22K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18+ 1.46% |
$1.36K - $1.68K
|
1.25K
$154K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
17+ 3.28% |
$1.28K - $1.58K
|
535
$66K
|
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
16+ 0.36% |
$1.21K - $1.49K
|
4.52K
$558K
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
15+ 0.37% |
$1.13K - $1.4K
|
4.11K
$507K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
14+ 2.53% |
$1.05K - $1.3K
|
567
$69.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
13+ 2.84% |
$979 - $1.21K
|
471
$58.1K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
12+ 2.96% |
$904 - $1.12K
|
418
$51.5K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
12+ 0.14% |
$904 - $1.12K
|
8.41K
$1.04M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 2.38% |
$904 - $1.12K
|
517
$63.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
9+ 0.19% |
$678 - $839
|
4.83K
$595K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 1.19% |
$603 - $746
|
681
$84K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.15% |
$452 - $559
|
530
$65.4K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 1.2% |
$452 - $559
|
505
$62.3K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6+ 1.22% |
$452 - $559
|
498
$61.4K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.21% |
$452 - $559
|
2.93K
$361K
|
|
|
Apr 11, 2022
Q1 2022
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
5+ 0.0% |
$377 - $466
|
113K
$14M
|
|
|
Aug 08, 2022
Q1 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.78% |
$377 - $466
|
646
$79.7K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$301 - $373
|
8.55K
$1.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.09% |
$301 - $373
|
4.56K
$563K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.44% |
$301 - $373
|
912
$112K
|