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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-79Closed |
$5.42K - $6.61K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-81- 13.15% |
$5.56K - $6.78K
|
535
$65.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-81- 1.51% |
$5.56K - $6.78K
|
5.28K
$645K
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
SELL
|
- |
-84- 0.51% |
$5.77K - $7.03K
|
16.3K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-90Closed |
$6.18K - $7.54K
|
0
$0
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-90- 7.33% |
$6.18K - $7.54K
|
1.14K
$139K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-92- 1.51% |
$6.32K - $7.7K
|
6K
$733K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-94- 1.6% |
$6.45K - $7.87K
|
5.78K
$706K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-99- 2.72% |
$6.8K - $8.29K
|
3.54K
$433K
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-100Closed |
$6.87K - $8.37K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 3.63% |
$6.87K - $8.37K
|
2.65K
$324K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 1.93% |
$6.87K - $8.37K
|
5.08K
$620K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-100- 3.23% |
$6.87K - $8.37K
|
3K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-100- 0.71% |
$6.87K - $8.37K
|
13.9K
$1.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-103- 0.6% |
$7.07K - $8.62K
|
17.1K
$2.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-103- 2.3% |
$7.07K - $8.62K
|
4.37K
$533K
|
|
|
Feb 03, 2022
Q4 2021
|
Miller Howard Investments Inc
|
SELL
|
- |
-112- 2.12% |
$7.69K - $9.38K
|
5.17K
$632K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-114- 0.19% |
$7.83K - $9.55K
|
58.9K
$7.19M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-118- 11.5% |
$8.1K - $9.88K
|
908
$111K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-119- 2.24% |
$8.17K - $9.96K
|
5.2K
$635K
|
|
|
Jan 26, 2022
Q4 2021
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-121- 1.02% |
$8.31K - $10.1K
|
11.7K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-121- 2.05% |
$8.31K - $10.1K
|
5.78K
$706K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-126- 0.89% |
$8.65K - $10.5K
|
14K
$1.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-126- 1.59% |
$8.65K - $10.5K
|
7.81K
$954K
|
|
|
Feb 14, 2022
Q4 2021
|
Cheviot Value Management, LLC
|
SELL
|
- |
-126- 0.62% |
$8.65K - $10.5K
|
20.4K
$2.49M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-131- 2.19% |
$9K - $11K
|
5.85K
$714K
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-138- 1.1% |
$9.48K - $11.6K
|
12.4K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-142- 2.73% |
$9.75K - $11.9K
|
5.06K
$618K
|
|
|
Feb 14, 2022
Q4 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-147- 1.9% |
$10.1K - $12.3K
|
7.61K
$929K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-149- 1.92% |
$10.2K - $12.5K
|
7.6K
$928K
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
SELL
|
- |
-150- 2.6% |
$10.3K - $12.6K
|
5.61K
$686K
|
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
SELL
|
- |
-150- 4.88% |
$10.3K - $12.6K
|
2.93K
$357K
|
|
|
Jan 25, 2022
Q4 2021
|
Montgomery Investment Management Inc
|
SELL
|
- |
-150- 0.24% |
$10.3K - $12.6K
|
62.4K
$7.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-152- 1.2% |
$10.4K - $12.7K
|
12.5K
$1.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-152Closed |
$10.4K - $12.7K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-155- 5.03% |
$10.6K - $13K
|
2.92K
$357K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-156- 3.9% |
$10.7K - $13.1K
|
3.84K
$470K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-156- 18.44% |
$10.7K - $13.1K
|
690
$84.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-158- 1.17% |
$10.8K - $13.2K
|
13.4K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-162- 2.26% |
$11.1K - $13.6K
|
7.01K
$856K
|
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-164- 0.63% |
$11.3K - $13.7K
|
25.9K
$3.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-167Closed |
$11.5K - $14K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-168- 3.82% |
$11.5K - $14.1K
|
4.23K
$516K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-170- 4.23% |
$11.7K - $14.2K
|
3.85K
$470K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-170- 0.6% |
$11.7K - $14.2K
|
28.2K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-170- 4.77% |
$11.7K - $14.2K
|
3.39K
$414K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-175- 88.83% |
$12K - $14.7K
|
22
$2.69K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-175- 0.61% |
$12K - $14.7K
|
28.7K
$3.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-175Closed |
$12K - $14.7K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-181- 0.91% |
$12.4K - $15.2K
|
19.7K
$2.41M
|