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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6.13KNew |
$421K - $513K
|
6.13K
$748K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
6.04KNew |
$415K - $506K
|
6.04K
$738K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
6.03K+ 27.25% |
$414K - $505K
|
28.2K
$3.44M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.97KNew |
$410K - $500K
|
5.97K
$729K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.84KNew |
$401K - $489K
|
5.84K
$714K
|
|
|
Feb 14, 2022
Q4 2021
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
5.76KNew |
$395K - $482K
|
5.76K
$704K
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.73KNew |
$393K - $480K
|
5.73K
$700K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
5.68KNew |
$390K - $475K
|
5.68K
$693K
|
|
|
Feb 04, 2022
Q4 2021
|
Scp Investment, LP
|
BUY
|
- |
5.6KNew |
$385K - $469K
|
5.6K
$684K
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.56K+ 5.86% |
$382K - $466K
|
100K
$12.3M
|
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.56K+ 5.86% |
$382K - $466K
|
100K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.55K+ 68.41% |
$381K - $464K
|
13.7K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
5.52KNew |
$379K - $462K
|
5.52K
$674K
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
5.5KNew |
$378K - $461K
|
5.5K
$672K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
5.5K+ 75.83% |
$377K - $460K
|
12.7K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
5.4K+ 147.97% |
$371K - $452K
|
9.06K
$1.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.39K+ 7.23% |
$370K - $451K
|
79.9K
$9.76M
|
|
|
Jan 12, 2022
Q4 2021
|
Engrave Wealth Partners LLC
|
BUY
|
- |
5.28KNew |
$363K - $442K
|
5.28K
$645K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.27K+ 225.73% |
$362K - $442K
|
7.61K
$930K
|
|
|
Feb 14, 2022
Q4 2021
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
5.24KNew |
$360K - $439K
|
5.24K
$640K
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.21KNew |
$357K - $436K
|
5.21K
$636K
|
|
|
Feb 14, 2022
Q4 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.13K+ 52.62% |
$352K - $430K
|
14.9K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.09KNew |
$350K - $427K
|
5.09K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5.03KNew |
$345K - $421K
|
5.03K
$614K
|
|
|
Jan 14, 2022
Q4 2021
|
Viking Fund Management LLC
|
BUY
|
- |
5K+ 8.33% |
$343K - $419K
|
65K
$7.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
4.99KNew |
$343K - $418K
|
4.99K
$610K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
4.92K+ 0.11% |
$338K - $412K
|
4.45M
$543M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.91K+ 41.23% |
$337K - $411K
|
16.8K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
4.82K+ 29.91% |
$331K - $403K
|
20.9K
$2.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.81K+ 12.11% |
$330K - $402K
|
44.5K
$5.44M
|
|
|
Jan 25, 2022
Q4 2021
|
Oak Thistle LLC
|
BUY
|
- |
4.73KNew |
$325K - $396K
|
4.73K
$577K
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
4.71KNew |
$324K - $395K
|
4.71K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
4.65KNew |
$319K - $389K
|
4.65K
$568K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
4.64K+ 19.67% |
$319K - $388K
|
28.2K
$3.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.61KNew |
$316K - $386K
|
4.61K
$563K
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.58KNew |
$314K - $383K
|
4.58K
$559K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.57KNew |
$314K - $382K
|
4.57K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.57K+ 3.44% |
$314K - $382K
|
137K
$16.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
4.55KNew |
$312K - $381K
|
4.55K
$556K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.51K+ 20.4% |
$309K - $377K
|
26.6K
$3.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.5KNew |
$309K - $376K
|
4.5K
$549K
|
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.39K+ 11.22% |
$301K - $367K
|
43.5K
$5.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
4.35K+ 1.24% |
$299K - $364K
|
354K
$43.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.32KNew |
$296K - $361K
|
4.32K
$527K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
4.29KNew |
$294K - $359K
|
4.29K
$523K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
4.26KNew |
$292K - $356K
|
4.26K
$520K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
4.17KNew |
$286K - $349K
|
4.17K
$509K
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
4.15KNew |
$285K - $348K
|
4.15K
$507K
|
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4.14KNew |
$284K - $347K
|
4.14K
$506K
|
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4K+ 1.56% |
$275K - $335K
|
261K
$31.9M
|