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 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-1.13K- 2.57% |
$77.6K - $94.6K
|
42.9K
$5.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.14K- 1.21% |
$78.4K - $95.5K
|
93.5K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.17K- 9.61% |
$80.6K - $98.3K
|
11K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Quilter PLC
|
SELL
|
- |
-1.2K- 29.05% |
$82.3K - $100K
|
2.93K
$354K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.22K- 14.77% |
$83.6K - $102K
|
7.03K
$849K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.23K- 29.57% |
$84.2K - $103K
|
2.92K
$353K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.25K- 21.3% |
$85.6K - $104K
|
4.6K
$556K
|
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
SELL
|
- |
-1.25K- 24.32% |
$85.8K - $105K
|
3.89K
$470K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.26K- 17.73% |
$86.5K - $105K
|
5.84K
$706K
|
|
|
Feb 10, 2022
Q4 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.27K- 28.65% |
$87.3K - $106K
|
3.17K
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.32K- 2.73% |
$90.3K - $110K
|
46.8K
$5.66M
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.33K- 7.7% |
$91.5K - $112K
|
16K
$1.93M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.35K- 52.5% |
$92.4K - $113K
|
1.22K
$147K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.35K- 1.03% |
$92.8K - $113K
|
129K
$15.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.38KClosed |
$95K - $116K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 19.19% |
$95.3K - $116K
|
5.84K
$706K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.45K- 27.1% |
$99.6K - $121K
|
3.9K
$471K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.46K- 8.35% |
$100K - $122K
|
16K
$1.94M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.51K- 34.43% |
$104K - $127K
|
2.88K
$348K
|
|
|
Feb 04, 2022
Q4 2021
|
Mackay Shields LLC
|
SELL
|
- |
-1.52K- 2.26% |
$104K - $127K
|
65.5K
$7.92M
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1.57K- 0.05% |
$108K - $132K
|
3.32M
$401M
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-1.62K- 13.69% |
$111K - $136K
|
10.2K
$1.24M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.66K- 3.25% |
$114K - $139K
|
49.3K
$5.95M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.66K- 5.17% |
$114K - $139K
|
30.4K
$3.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.67K- 9.77% |
$114K - $139K
|
15.4K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.7K- 8.72% |
$117K - $142K
|
17.8K
$2.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.72K- 4.9% |
$118K - $144K
|
33.4K
$4.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.73K- 1.45% |
$119K - $145K
|
118K
$14.2M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.75K- 0.52% |
$120K - $146K
|
331K
$40M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-1.75K- 7.26% |
$120K - $146K
|
22.3K
$2.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.75K- 38.24% |
$120K - $147K
|
2.83K
$342K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.8K- 22.94% |
$124K - $151K
|
6.06K
$732K
|
|
|
Feb 08, 2022
Q4 2021
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.86K- 10.54% |
$128K - $156K
|
15.8K
$1.91M
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.87K- 91.59% |
$129K - $157K
|
172
$20.8K
|
|
|
Jan 19, 2022
Q4 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.9K- 6.64% |
$130K - $159K
|
26.7K
$3.23M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 4.23% |
$132K - $161K
|
43.5K
$5.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.94K- 8.13% |
$133K - $163K
|
21.9K
$2.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.03K- 4.42% |
$139K - $170K
|
43.9K
$5.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.08K- 3.17% |
$143K - $174K
|
63.5K
$7.68M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.08K- 35.08% |
$143K - $174K
|
3.85K
$465K
|
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.12K- 2.14% |
$145K - $177K
|
96.8K
$11.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-2.15K- 1.76% |
$147K - $180K
|
120K
$14.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.15K- 3.25% |
$148K - $180K
|
64.1K
$7.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.15K- 0.06% |
$148K - $180K
|
3.88M
$468M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-2.17K- 13.74% |
$149K - $182K
|
13.6K
$1.64M
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.19K- 13.85% |
$150K - $183K
|
13.6K
$1.65M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.21K- 3.38% |
$152K - $185K
|
63.2K
$7.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.25K- 23.74% |
$155K - $189K
|
7.24K
$875K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.32K- 16.8% |
$159K - $194K
|
11.5K
$1.39M
|
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.32KClosed |
$160K - $195K
|
0
$0
|