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
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4+ 0.12% |
$301 - $373
|
3.4K
$419K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4+ 0.12% |
$301 - $373
|
3.25K
$400K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4+ 0.93% |
$301 - $373
|
432
$53.3K
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4+ 1.03% |
$301 - $373
|
392
$48.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.66% |
$226 - $280
|
457
$56.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.51% |
$226 - $280
|
589
$72.6K
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3+ 0.07% |
$226 - $280
|
4.61K
$569K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 1.26% |
$151 - $186
|
161
$19.9K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$151 - $186
|
2.81K
$347K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.64% |
$75.3 - $93.2
|
158
$19.5K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.49% |
$75.3 - $93.2
|
68
$8.39K
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1+ 0.36% |
$75.3 - $93.2
|
275
$33.9K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 1.27% |
$75.3 - $93.2
|
80
$9.87K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.11% |
$75.3 - $93.2
|
921
$114K
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$75.3 - $93.2
|
9.2K
$1.14M
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 1.47% |
$75.3 - $93.2
|
69
$8.51K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.0% |
$75.3 - $93.2
|
20.7K
$2.55M
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 2.0% |
$75.3 - $93.2
|
51
$6.29K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.11% |
$75.3 - $93.2
|
934
$115K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 0.46% |
$75.3 - $93.2
|
218
$26.9K
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$75.3 - $93.2
|
2.44K
$301K
|
|
|
May 13, 2022
Q1 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1New |
$75.3 - $93.2
|
1
$123
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.09% |
$75.3 - $93.2
|
1.14K
$140K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 4.55% |
$75.3 - $93.2
|
21
$2.59K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1- 0.07% |
$75.3 - $93.2
|
1.34K
$165K
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 33.33% |
$75.3 - $93.2
|
2
$247
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.13% |
$75.3 - $93.2
|
771
$95.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 0.14% |
$151 - $186
|
1.4K
$172K
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-2- 0.18% |
$151 - $186
|
1.13K
$139K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-2Closed |
$151 - $186
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.05% |
$226 - $280
|
5.81K
$716K
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3- 0.02% |
$226 - $280
|
18.3K
$2.26M
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-7- 0.16% |
$527 - $652
|
4.34K
$535K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-8- 1.16% |
$603 - $746
|
682
$84.1K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-8- 22.86% |
$603 - $746
|
27
$3.33K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 47.37% |
$678 - $839
|
10
$1.23K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-10- 1.67% |
$753 - $932
|
588
$72.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10- 2.02% |
$753 - $932
|
485
$59.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-12Closed |
$904 - $1.12K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-12- 2.0% |
$904 - $1.12K
|
588
$72.5K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-13- 0.09% |
$979 - $1.21K
|
14K
$1.72M
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-13- 0.47% |
$979 - $1.21K
|
2.78K
$343K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-14- 93.33% |
$1.05K - $1.3K
|
1
$123
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-15- 0.14% |
$1.13K - $1.4K
|
11K
$1.36M
|
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
SELL
|
- |
-16- 0.29% |
$1.21K - $1.49K
|
5.6K
$690K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-17Closed |
$1.28K - $1.58K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-18- 10.47% |
$1.36K - $1.68K
|
154
$19K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-19- 2.65% |
$1.43K - $1.77K
|
698
$86.1K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-19- 0.65% |
$1.43K - $1.77K
|
2.92K
$360K
|