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
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.66KNew |
$200K - $248K
|
2.66K
$327K
|
|
|
May 05, 2022
Q1 2022
|
Sbb Research Group LLC
|
BUY
|
- |
2.65KNew |
$199K - $247K
|
2.65K
$326K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.62KNew |
$197K - $244K
|
2.62K
$322K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.62K+ 52.07% |
$197K - $244K
|
7.65K
$941K
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.62KNew |
$197K - $244K
|
2.62K
$322K
|
|
|
Apr 19, 2022
Q1 2022
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
2.59KNew |
$195K - $241K
|
2.59K
$319K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.57K+ 24.91% |
$194K - $240K
|
12.9K
$1.59M
|
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.57K+ 87.11% |
$194K - $239K
|
5.52K
$679K
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
BUY
|
- |
2.57KNew |
$193K - $239K
|
2.57K
$316K
|
|
|
May 16, 2022
Q1 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.56KNew |
$193K - $238K
|
2.56K
$315K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.54KNew |
$192K - $237K
|
2.54K
$313K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.54KNew |
$191K - $237K
|
2.54K
$313K
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.53KNew |
$190K - $235K
|
2.53K
$311K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.53KNew |
$190K - $235K
|
2.53K
$311K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.49KNew |
$188K - $232K
|
2.49K
$307K
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
2.49KNew |
$188K - $232K
|
2.49K
$307K
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
2.48K+ 52.44% |
$187K - $231K
|
7.22K
$888K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.47K+ 46.78% |
$186K - $230K
|
7.76K
$955K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.47KNew |
$186K - $230K
|
2.47K
$304K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
2.47KNew |
$186K - $230K
|
2.47K
$304K
|
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.47KNew |
$186K - $230K
|
2.47K
$303K
|
|
|
Apr 28, 2022
Q1 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
2.46KNew |
$185K - $229K
|
2.46K
$303K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.46KNew |
$185K - $229K
|
2.46K
$302K
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.45KNew |
$185K - $229K
|
2.45K
$302K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.44K+ 2.06% |
$184K - $227K
|
121K
$14.9M
|
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.43KNew |
$183K - $227K
|
2.43K
$299K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.42KNew |
$182K - $225K
|
2.42K
$298K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
2.41KNew |
$182K - $225K
|
2.41K
$297K
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$181K - $224K
|
2.4K
$296K
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
2.4KNew |
$181K - $224K
|
2.4K
$296K
|
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.4KNew |
$181K - $224K
|
2.4K
$295K
|
|
|
May 16, 2022
Q1 2022
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.4KNew |
$181K - $224K
|
2.4K
$295K
|
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.4KNew |
$181K - $224K
|
2.4K
$295K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.4KNew |
$181K - $223K
|
2.4K
$295K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.39KNew |
$180K - $223K
|
2.39K
$295K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.39KNew |
$180K - $223K
|
2.39K
$294K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.39KNew |
$180K - $222K
|
2.39K
$294K
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.37K+ 31.14% |
$179K - $221K
|
9.98K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.37KNew |
$179K - $221K
|
2.37K
$292K
|
|
|
Jul 31, 2024
Q1 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
2.37K+ 7.04% |
$179K - $221K
|
36.1K
$4.44M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.36K+ 14.75% |
$178K - $220K
|
18.4K
$2.26M
|
|
|
May 13, 2022
Q1 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.36KNew |
$178K - $220K
|
2.36K
$290K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$178K - $220K
|
2.36K
$290K
|
|
|
May 12, 2022
Q1 2022
|
X Square Capital, LLC
|
BUY
|
- |
2.36KNew |
$178K - $220K
|
2.36K
$290K
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
BUY
|
- |
2.34KNew |
$177K - $218K
|
2.34K
$288K
|
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.34KNew |
$176K - $218K
|
2.34K
$287K
|
|
|
May 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.34KNew |
$176K - $218K
|
2.34K
$287K
|
|
|
Apr 18, 2022
Q1 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$176K - $217K
|
2.33K
$287K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.33K+ 23.11% |
$176K - $217K
|
12.4K
$1.53M
|
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.33KNew |
$175K - $217K
|
2.33K
$286K
|