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 10, 2022
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-20- 0.29% |
$1.51K - $1.86K
|
6.97K
$859K
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-20- 0.63% |
$1.51K - $1.86K
|
3.15K
$388K
|
|
|
Oct 08, 2024
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-20- 0.29% |
$1.51K - $1.86K
|
6.97K
$859K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-21- 3.59% |
$1.58K - $1.96K
|
564
$69.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-23Closed |
$1.73K - $2.14K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-23Closed |
$1.73K - $2.14K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
SELL
|
- |
-25- 0.43% |
$1.88K - $2.33K
|
5.74K
$708K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-26- 2.88% |
$1.96K - $2.42K
|
876
$108K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-26Closed |
$1.96K - $2.42K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-28- 1.2% |
$2.11K - $2.61K
|
2.31K
$285K
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-30- 1.04% |
$2.26K - $2.8K
|
2.85K
$352K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-32- 22.54% |
$2.41K - $2.98K
|
110
$13.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-35- 16.67% |
$2.64K - $3.26K
|
175
$21.6K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-38- 0.49% |
$2.86K - $3.54K
|
7.77K
$959K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-39- 4.52% |
$2.94K - $3.63K
|
823
$101K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-40Closed |
$3.01K - $3.73K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-40- 0.2% |
$3.01K - $3.73K
|
20.3K
$2.5M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-45Closed |
$3.39K - $4.19K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-46- 8.98% |
$3.47K - $4.29K
|
466
$57.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-46- 0.4% |
$3.47K - $4.29K
|
11.5K
$1.41M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-48- 0.95% |
$3.62K - $4.47K
|
5.01K
$618K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-50- 0.22% |
$3.77K - $4.66K
|
22.5K
$2.78M
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-50- 1.07% |
$3.77K - $4.66K
|
4.63K
$570K
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-50- 10.0% |
$3.77K - $4.66K
|
450
$55.5K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 2.15% |
$3.77K - $4.66K
|
2.28K
$281K
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-52- 0.98% |
$3.92K - $4.85K
|
5.25K
$648K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-54- 10.19% |
$4.07K - $5.03K
|
476
$58.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-57- 1.03% |
$4.29K - $5.31K
|
5.49K
$676K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-58- 0.34% |
$4.37K - $5.41K
|
17K
$2.1M
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-59- 18.55% |
$4.45K - $5.5K
|
259
$31.9K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-60- 2.99% |
$4.52K - $5.59K
|
1.94K
$240K
|
|
|
Apr 12, 2022
Q1 2022
|
Foundation Resource Management Inc
|
SELL
|
- |
-64- 0.1% |
$4.82K - $5.96K
|
66.9K
$8.25M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.15% |
$4.82K - $5.96K
|
43.4K
$5.35M
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-64Closed |
$4.82K - $5.96K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-65- 0.15% |
$4.9K - $6.06K
|
43.8K
$5.4M
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-67- 67.0% |
$5.05K - $6.24K
|
33
$4.07K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-68- 1.58% |
$5.12K - $6.34K
|
4.25K
$524K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-69- 1.6% |
$5.2K - $6.43K
|
4.25K
$524K
|
|
|
May 16, 2022
Q1 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-78- 2.72% |
$5.88K - $7.27K
|
2.79K
$344K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-80Closed |
$6.03K - $7.46K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
SELL
|
- |
-83- 37.9% |
$6.25K - $7.74K
|
136
$16.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-84- 1.68% |
$6.33K - $7.83K
|
4.91K
$605K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-84- 3.69% |
$6.33K - $7.83K
|
2.19K
$270K
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-84- 0.55% |
$6.33K - $7.83K
|
15.3K
$1.89M
|
|
|
May 16, 2022
Q1 2022
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-89- 1.02% |
$6.71K - $8.29K
|
8.67K
$1.07M
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-90- 0.51% |
$6.78K - $8.39K
|
17.5K
$2.16M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-93- 0.56% |
$7.01K - $8.67K
|
16.5K
$2.04M
|
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-93- 0.52% |
$7.01K - $8.67K
|
17.8K
$2.19M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-94- 1.78% |
$7.08K - $8.76K
|
5.19K
$640K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-94- 0.25% |
$7.08K - $8.76K
|
37.4K
$4.61M
|