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 10, 2022
Q4 2021
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4K+ 2.84% |
$275K - $335K
|
145K
$17.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4KNew |
$275K - $335K
|
4K
$489K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4KNew |
$274K - $335K
|
4K
$488K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3.96K+ 34.12% |
$272K - $332K
|
15.6K
$1.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.94KNew |
$271K - $330K
|
3.94K
$482K
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
3.82KNew |
$262K - $320K
|
3.82K
$467K
|
|
|
Jan 06, 2022
Q4 2021
|
Tributary Capital Management, LLC
|
BUY
|
- |
3.8KNew |
$261K - $318K
|
3.8K
$464K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.76K+ 3.76% |
$258K - $314K
|
104K
$12.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.74KNew |
$257K - $313K
|
3.74K
$457K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.7KNew |
$254K - $309K
|
3.7K
$451K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.69KNew |
$253K - $309K
|
3.69K
$451K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.66KNew |
$251K - $306K
|
3.66K
$447K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.66K+ 46.55% |
$251K - $306K
|
11.5K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
3.64KNew |
$250K - $304K
|
3.64K
$444K
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.63KNew |
$249K - $304K
|
3.63K
$443K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
3.6KNew |
$247K - $302K
|
3.6K
$440K
|
|
|
Feb 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
3.57KNew |
$245K - $299K
|
3.57K
$436K
|
|
|
Feb 11, 2022
Q4 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.56K+ 3.94% |
$244K - $298K
|
93.9K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.55KNew |
$244K - $297K
|
3.55K
$433K
|
|
|
Jan 21, 2022
Q4 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.5K+ 108.16% |
$240K - $293K
|
6.74K
$823K
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
3.46KNew |
$238K - $290K
|
3.46K
$423K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
3.43KNew |
$235K - $287K
|
3.43K
$418K
|
|
|
Feb 11, 2022
Q4 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.4KNew |
$234K - $285K
|
3.4K
$416K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
3.39K+ 4.03% |
$233K - $284K
|
87.6K
$10.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.38K+ 27.65% |
$232K - $283K
|
15.6K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.36KNew |
$231K - $281K
|
3.36K
$410K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.35KNew |
$230K - $280K
|
3.35K
$409K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
3.33KNew |
$229K - $279K
|
3.33K
$407K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.32K+ 1.49% |
$228K - $278K
|
227K
$27.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.31KNew |
$228K - $277K
|
3.31K
$405K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.28KNew |
$225K - $275K
|
3.28K
$401K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.26KNew |
$224K - $273K
|
3.26K
$398K
|
|
|
Feb 14, 2022
Q4 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.25K+ 9.21% |
$223K - $272K
|
38.6K
$4.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
BUY
|
- |
3.22K+ 212.54% |
$221K - $270K
|
4.74K
$578K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
3.22K+ 18.43% |
$221K - $269K
|
20.7K
$2.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Mqs Management LLC
|
BUY
|
- |
3.18KNew |
$218K - $266K
|
3.18K
$388K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.18KNew |
$218K - $266K
|
3.18K
$388K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
3.17K+ 50.79% |
$218K - $265K
|
9.41K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.15K+ 13.63% |
$216K - $264K
|
26.3K
$3.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.15KNew |
$216K - $264K
|
3.15K
$385K
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
3.14KNew |
$216K - $263K
|
3.14K
$384K
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
3.11K+ 0.73% |
$213K - $260K
|
428K
$52.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
3.1KNew |
$213K - $260K
|
3.1K
$379K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.1K+ 66.14% |
$213K - $260K
|
7.8K
$952K
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.09KNew |
$212K - $259K
|
3.09K
$377K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.04KNew |
$209K - $254K
|
3.04K
$371K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.03KNew |
$208K - $254K
|
3.03K
$371K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.03K+ 2.61% |
$208K - $254K
|
119K
$14.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3.03KNew |
$208K - $254K
|
3.03K
$370K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3KNew |
$206K - $251K
|
3K
$366K
|