Purchases and Sales Made in Q4 2021 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
165+ 1.87% |
$11.3K - $13.8K
|
9K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
163+ 2.23% |
$11.2K - $13.6K
|
7.49K
$905K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
160New |
$11K - $13.4K
|
160
$19.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
160+ 1.36% |
$11K - $13.4K
|
11.9K
$1.44M
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
153+ 2.24% |
$10.5K - $12.8K
|
6.99K
$844K
|
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
153+ 2.24% |
$10.5K - $12.8K
|
6.99K
$844K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
152+ 1.47% |
$10.4K - $12.7K
|
10.5K
$1.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
151+ 34.79% |
$10.4K - $12.6K
|
585
$70.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
150+ 0.83% |
$10.3K - $12.6K
|
18.3K
$2.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
150+ 2.99% |
$10.3K - $12.6K
|
5.17K
$625K
|
|
|
Feb 11, 2022
Q4 2021
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
145+ 1.3% |
$9.96K - $12.1K
|
11.3K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
140+ 3.21% |
$9.61K - $11.7K
|
4.5K
$543K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
138+ 23.83% |
$9.48K - $11.6K
|
717
$86.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
135New |
$9.27K - $11.3K
|
135
$16.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
135+ 34.18% |
$9.27K - $11.3K
|
530
$64K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
134+ 2.3% |
$9.2K - $11.2K
|
5.97K
$721K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
133New |
$9.13K - $11.1K
|
133
$16.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
129+ 1.01% |
$8.86K - $10.8K
|
12.9K
$1.55M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
128+ 11.04% |
$8.79K - $10.7K
|
1.29K
$155K
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
127+ 1.29% |
$8.72K - $10.6K
|
9.96K
$1.2M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
125New |
$8.58K - $10.5K
|
125
$15.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
122+ 3.43% |
$8.38K - $10.2K
|
3.68K
$444K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
119+ 1.31% |
$8.17K - $9.96K
|
9.21K
$1.11M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
113New |
$7.76K - $9.46K
|
113
$13.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
112+ 0.72% |
$7.69K - $9.38K
|
15.6K
$1.88M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
111+ 2.81% |
$7.62K - $9.29K
|
4.07K
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
111+ 3.25% |
$7.62K - $9.29K
|
3.53K
$426K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
111+ 0.17% |
$7.62K - $9.29K
|
63.9K
$7.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
104New |
$7.14K - $8.71K
|
104
$12.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
102+ 2.06% |
$7K - $8.54K
|
5.05K
$611K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
101New |
$6.94K - $8.46K
|
101
$12.2K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
100New |
$6.87K - $8.37K
|
100
$12.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
100+ 3.23% |
$6.87K - $8.37K
|
3.2K
$387K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 66.67% |
$6.87K - $8.37K
|
250
$30.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
100New |
$6.87K - $8.37K
|
100
$12.1K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 13.05% |
$6.87K - $8.37K
|
866
$105K
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
98+ 2.66% |
$6.73K - $8.21K
|
3.78K
$457K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
98+ 2.66% |
$6.73K - $8.21K
|
3.78K
$457K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
96New |
$6.59K - $8.04K
|
96
$11.6K
|
|
|
Jan 10, 2022
Q4 2021
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
91+ 0.08% |
$6.25K - $7.62K
|
113K
$13.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
90+ 15.25% |
$6.18K - $7.54K
|
680
$82.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
88+ 0.24% |
$6.04K - $7.37K
|
36.7K
$4.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
85+ 1.55% |
$5.84K - $7.12K
|
5.59K
$675K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
82+ 2.26% |
$5.63K - $6.87K
|
3.7K
$448K
|
|
|
Jan 24, 2022
Q4 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
79+ 0.02% |
$5.42K - $6.61K
|
467K
$56.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
78+ 18.84% |
$5.36K - $6.53K
|
492
$59.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
74+ 13.48% |
$5.08K - $6.2K
|
623
$75.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
73+ 17.14% |
$5.01K - $6.11K
|
499
$60.3K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
71+ 1.93% |
$4.88K - $5.94K
|
3.76K
$454K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
71+ 0.37% |
$4.88K - $5.94K
|
19.2K
$2.32M
|