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 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-750- 78.95% |
$56.5K - $69.9K
|
200
$24.7K
|
|
|
May 16, 2022
Q1 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-750- 8.52% |
$56.5K - $69.9K
|
8.05K
$993K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-752- 30.81% |
$56.7K - $70.1K
|
1.69K
$208K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-755- 18.11% |
$56.9K - $70.4K
|
3.42K
$421K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-758- 79.12% |
$57.1K - $70.6K
|
200
$24.7K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-768- 0.41% |
$57.9K - $71.6K
|
185K
$22.8M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-788- 10.59% |
$59.4K - $73.4K
|
6.66K
$821K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-791- 3.28% |
$59.6K - $73.7K
|
23.3K
$2.87M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-815- 10.61% |
$61.4K - $76K
|
6.87K
$847K
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-832- 28.87% |
$62.7K - $77.5K
|
2.05K
$253K
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-863- 10.27% |
$65K - $80.4K
|
7.54K
$930K
|
|
|
May 09, 2022
Q1 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-875- 2.27% |
$65.9K - $81.6K
|
37.7K
$4.65M
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-884- 14.25% |
$66.6K - $82.4K
|
5.32K
$656K
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-890- 11.24% |
$67.1K - $82.9K
|
7.03K
$867K
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-899- 1.78% |
$67.7K - $83.8K
|
49.6K
$6.12M
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
SELL
|
- |
-900- 15.95% |
$67.8K - $83.9K
|
4.74K
$585K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-900- 18.03% |
$67.8K - $83.9K
|
4.09K
$505K
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-912- 12.85% |
$68.7K - $85K
|
6.19K
$763K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-923- 73.96% |
$69.5K - $86K
|
325
$40.1K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-937- 9.39% |
$70.6K - $87.3K
|
9.05K
$1.12M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-942- 15.65% |
$71K - $87.8K
|
5.08K
$626K
|
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-950- 12.09% |
$71.6K - $88.5K
|
6.91K
$852K
|
|
|
Apr 27, 2022
Q1 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-966- 3.83% |
$72.8K - $90K
|
24.3K
$2.99M
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-994Closed |
$74.9K - $92.6K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
SELL
|
- |
-996- 4.11% |
$75K - $92.8K
|
23.2K
$2.86M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1KClosed |
$75.3K - $93.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-1K- 94.79% |
$75.3K - $93.2K
|
55
$6.78K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1K- 77.28% |
$75.3K - $93.2K
|
294
$36.3K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1K- 20.25% |
$75.6K - $93.5K
|
3.95K
$487K
|
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.03K- 2.41% |
$77.8K - $96.3K
|
41.8K
$5.16M
|
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.05K- 0.25% |
$79.3K - $98K
|
427K
$52.7M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.07K- 9.28% |
$80.4K - $99.4K
|
10.4K
$1.29M
|
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.07K- 18.34% |
$80.4K - $99.4K
|
4.75K
$586K
|
|
|
May 10, 2022
Q1 2022
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.08K- 21.32% |
$81.4K - $101K
|
3.99K
$492K
|
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.1K- 19.0% |
$82.7K - $102K
|
4.68K
$577K
|
|
|
May 12, 2022
Q1 2022
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 1.15% |
$82.9K - $103K
|
94.9K
$11.7M
|
|
|
May 06, 2022
Q1 2022
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.11K- 7.05% |
$83.8K - $104K
|
14.7K
$1.81M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.12K- 4.22% |
$84.5K - $104K
|
25.5K
$3.14M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.12K- 6.52% |
$84.5K - $105K
|
16.1K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.15KClosed |
$86.6K - $107K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.18K- 27.18% |
$89.1K - $110K
|
3.17K
$391K
|
|
|
Apr 27, 2022
Q1 2022
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.2K- 17.83% |
$90.5K - $112K
|
5.54K
$683K
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.21K- 13.6% |
$90.9K - $112K
|
7.67K
$946K
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.22K- 31.92% |
$91.8K - $114K
|
2.6K
$320K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.29KClosed |
$97.2K - $120K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.3K- 9.86% |
$97.9K - $121K
|
11.9K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.3K- 26.44% |
$97.9K - $121K
|
3.62K
$446K
|
|
|
Jun 07, 2022
Q1 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.35K- 0.68% |
$101K - $125K
|
198K
$24.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.35K- 24.87% |
$102K - $126K
|
4.08K
$503K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-1.39K- 7.47% |
$105K - $130K
|
17.3K
$2.13M
|