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 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-192- 13.28% |
$14.5K - $17.9K
|
1.25K
$155K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-196- 1.44% |
$14.8K - $18.3K
|
13.4K
$1.65M
|
|
|
Apr 22, 2022
Q1 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-200- 5.26% |
$15.1K - $18.6K
|
3.6K
$444K
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-200- 6.87% |
$15.1K - $18.6K
|
2.71K
$334K
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-200- 2.48% |
$15.1K - $18.6K
|
7.85K
$968K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-200Closed |
$15.1K - $18.6K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Wilen Investment Management Corp.
|
SELL
|
- |
-200- 0.91% |
$15.1K - $18.6K
|
21.7K
$2.68M
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-211- 4.99% |
$15.9K - $19.7K
|
4.02K
$495K
|
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-211- 17.82% |
$15.9K - $19.7K
|
973
$120K
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-214- 5.5% |
$16.1K - $19.9K
|
3.68K
$454K
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-215- 21.65% |
$16.2K - $20K
|
778
$95.9K
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-218- 4.24% |
$16.4K - $20.3K
|
4.93K
$608K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-218- 0.81% |
$16.4K - $20.3K
|
26.7K
$3.3M
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-220Closed |
$16.6K - $20.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-223Closed |
$16.8K - $20.8K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-224- 6.49% |
$16.9K - $20.9K
|
3.23K
$398K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-225- 7.16% |
$17K - $21K
|
2.92K
$360K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-228- 0.8% |
$17.2K - $21.2K
|
28.1K
$3.47M
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-229- 7.28% |
$17.3K - $21.3K
|
2.92K
$359K
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-230- 4.31% |
$17.3K - $21.4K
|
5.1K
$629K
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-234- 4.95% |
$17.6K - $21.8K
|
4.49K
$554K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-237Closed |
$17.9K - $22.1K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-239Closed |
$18K - $22.3K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-241- 7.36% |
$18.2K - $22.5K
|
3.04K
$374K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-243- 6.56% |
$18.3K - $22.6K
|
3.46K
$427K
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-247- 7.69% |
$18.6K - $23K
|
2.96K
$366K
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-249Closed |
$18.8K - $23.2K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-250Closed |
$18.8K - $23.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-250Closed |
$18.8K - $23.3K
|
0
$0
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-250- 47.35% |
$18.8K - $23.3K
|
278
$34.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-252- 3.91% |
$19K - $23.5K
|
6.2K
$765K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-256- 6.41% |
$19.3K - $23.9K
|
3.74K
$461K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-258- 4.32% |
$19.4K - $24K
|
5.71K
$704K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-263- 4.62% |
$19.8K - $24.5K
|
5.43K
$670K
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-264- 0.96% |
$19.9K - $24.6K
|
27.3K
$3.36M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-268- 1.59% |
$20.2K - $25K
|
16.6K
$2.04M
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-268- 1.35% |
$20.2K - $25K
|
19.6K
$2.42M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-268- 0.71% |
$20.2K - $25K
|
37.3K
$4.6M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-274- 8.3% |
$20.6K - $25.5K
|
3.03K
$373K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-279Closed |
$21K - $26K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-281- 5.41% |
$21.2K - $26.2K
|
4.92K
$606K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-284- 4.21% |
$21.4K - $26.5K
|
6.46K
$797K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-285- 0.78% |
$21.5K - $26.6K
|
36.4K
$4.49M
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-285- 4.16% |
$21.5K - $26.6K
|
6.57K
$810K
|
|
|
Apr 29, 2022
Q1 2022
|
Hendley & CO Inc
|
SELL
|
- |
-288- 0.55% |
$21.7K - $26.8K
|
51.9K
$6.4M
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
SELL
|
- |
-290- 2.47% |
$21.8K - $27K
|
11.4K
$1.41M
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-294- 10.26% |
$22.1K - $27.4K
|
2.57K
$317K
|
|
|
May 17, 2022
Q1 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-300- 1.63% |
$22.6K - $28K
|
18.1K
$2.23M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-300- 41.32% |
$22.6K - $28K
|
426
$52.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-301- 31.29% |
$22.7K - $28.1K
|
661
$81.5K
|