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 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-183- 0.64% |
$12.6K - $15.3K
|
28.3K
$3.42M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-185- 4.77% |
$12.7K - $15.5K
|
3.69K
$446K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-185Closed |
$12.7K - $15.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-189- 23.13% |
$13K - $15.8K
|
628
$75.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-200- 3.0% |
$13.7K - $16.7K
|
6.46K
$780K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200- 7.87% |
$13.7K - $16.7K
|
2.34K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-200- 5.26% |
$13.7K - $16.7K
|
3.6K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-200- 1.49% |
$13.7K - $16.7K
|
13.2K
$1.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 2.75% |
$13.7K - $16.7K
|
7.08K
$855K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-200- 0.78% |
$13.7K - $16.7K
|
25.5K
$3.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-203- 0.33% |
$13.9K - $17K
|
61.6K
$7.44M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-204- 1.2% |
$14K - $17.1K
|
16.8K
$2.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-217- 3.53% |
$14.9K - $18.2K
|
5.93K
$717K
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-218- 2.5% |
$15K - $18.3K
|
8.51K
$1.03M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-219- 4.92% |
$15K - $18.3K
|
4.24K
$512K
|
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-226- 0.6% |
$15.5K - $18.9K
|
37.2K
$4.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-228- 12.53% |
$15.7K - $19.1K
|
1.59K
$192K
|
|
|
Jan 14, 2022
Q4 2021
|
Baxter Bros Inc
|
SELL
|
- |
-229- 1.06% |
$15.7K - $19.2K
|
21.4K
$2.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-232- 7.69% |
$15.9K - $19.4K
|
2.78K
$336K
|
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-232- 0.87% |
$15.9K - $19.4K
|
26.5K
$3.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-234- 1.37% |
$16.1K - $19.6K
|
16.8K
$2.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
SELL
|
- |
-235- 2.08% |
$16.1K - $19.7K
|
11K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-238- 1.36% |
$16.3K - $19.9K
|
17.2K
$2.08M
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-239- 3.6% |
$16.4K - $20K
|
6.4K
$773K
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-243- 26.88% |
$16.7K - $20.3K
|
661
$79.9K
|
|
|
Jan 14, 2022
Q4 2021
|
17 Capital Partners, LLC
|
SELL
|
- |
-247- 2.23% |
$17K - $20.7K
|
10.8K
$1.31M
|
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-255- 3.06% |
$17.5K - $21.4K
|
8.09K
$977K
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-259- 3.52% |
$17.8K - $21.7K
|
7.1K
$858K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
SELL
|
- |
-260- 3.87% |
$17.9K - $21.8K
|
6.45K
$780K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-262- 6.83% |
$18K - $21.9K
|
3.58K
$432K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-266- 51.55% |
$18.3K - $22.3K
|
250
$30.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-270- 45.92% |
$18.5K - $22.6K
|
318
$38.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-278- 3.84% |
$19.1K - $23.3K
|
6.96K
$841K
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-298- 6.58% |
$20.5K - $25K
|
4.23K
$511K
|
|
|
Jan 25, 2022
Q4 2021
|
Exeter Financial, LLC
|
SELL
|
- |
-300- 2.54% |
$20.6K - $25.1K
|
11.5K
$1.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-300- 9.35% |
$20.6K - $25.1K
|
2.91K
$352K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-300Closed |
$20.6K - $25.1K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-302- 2.17% |
$20.7K - $25.3K
|
13.6K
$1.64M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-302- 2.17% |
$20.7K - $25.3K
|
13.6K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-306- 0.59% |
$21K - $25.6K
|
51.3K
$6.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-307- 6.36% |
$21.1K - $25.7K
|
4.52K
$546K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-307- 5.79% |
$21.1K - $25.7K
|
4.99K
$603K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-310- 1.52% |
$21.3K - $26K
|
20.1K
$2.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-310- 0.85% |
$21.3K - $26K
|
36.1K
$4.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-316- 3.67% |
$21.7K - $26.5K
|
8.3K
$1M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-318Closed |
$21.8K - $26.6K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-330Closed |
$22.7K - $27.6K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-331- 1.32% |
$22.7K - $27.7K
|
24.8K
$2.99M
|
|
|
Feb 01, 2022
Q4 2021
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-353- 8.35% |
$24.2K - $29.6K
|
3.88K
$468K
|
|
|
Feb 15, 2022
Q4 2021
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-357- 1.75% |
$24.5K - $29.9K
|
20.1K
$2.42M
|