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 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2.98K+ 22.82% |
$205K - $250K
|
16K
$1.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Aviva PLC
|
BUY
|
- |
2.96K+ 2.21% |
$203K - $248K
|
137K
$16.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.96KNew |
$203K - $248K
|
2.96K
$365K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.95K+ 40.16% |
$202K - $247K
|
10.3K
$1.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.93KNew |
$201K - $245K
|
2.93K
$361K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.91KNew |
$200K - $244K
|
2.91K
$359K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.91K+ 8.02% |
$200K - $243K
|
39.1K
$4.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.9KNew |
$199K - $243K
|
2.9K
$358K
|
|
|
May 03, 2022
Q4 2021
|
Lgt Group Foundation
|
BUY
|
- |
2.9KNew |
$199K - $243K
|
2.9K
$358K
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.87KNew |
$197K - $240K
|
2.87K
$354K
|
|
|
Feb 15, 2022
Q4 2021
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.86KNew |
$197K - $240K
|
2.86K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.84K+ 5.23% |
$195K - $238K
|
57.1K
$7.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
BUY
|
- |
2.82KNew |
$193K - $236K
|
2.82K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.81KNew |
$193K - $235K
|
2.81K
$347K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.81KNew |
$193K - $235K
|
2.81K
$346K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.8KNew |
$192K - $235K
|
2.8K
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
2.79KNew |
$192K - $234K
|
2.79K
$344K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.77KNew |
$190K - $232K
|
2.77K
$342K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.74K+ 47.92% |
$188K - $229K
|
8.44K
$1.04M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.71K+ 56.95% |
$186K - $227K
|
7.47K
$921K
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
2.7KNew |
$186K - $226K
|
2.7K
$333K
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.69K+ 29.99% |
$185K - $225K
|
11.7K
$1.44M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
2.68K+ 10.58% |
$184K - $224K
|
28K
$3.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
2.66K+ 5.56% |
$183K - $223K
|
50.5K
$6.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
2.66K+ 2.38% |
$182K - $222K
|
114K
$14.1M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.62KNew |
$180K - $220K
|
2.62K
$323K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.58K+ 9.54% |
$177K - $216K
|
29.6K
$3.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.58KNew |
$177K - $216K
|
2.58K
$318K
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.57K+ 8.37% |
$176K - $215K
|
33.3K
$4.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.57K+ 50.14% |
$176K - $215K
|
7.68K
$948K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.52K+ 40.66% |
$173K - $211K
|
8.72K
$1.08M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.49K+ 105.3% |
$171K - $208K
|
4.85K
$597K
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.48K+ 50.67% |
$170K - $207K
|
7.36K
$908K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
2.48K+ 9.49% |
$170K - $207K
|
28.6K
$3.52M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.46K+ 71.81% |
$169K - $206K
|
5.89K
$727K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
2.45K+ 74.12% |
$168K - $205K
|
5.75K
$709K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.44KNew |
$167K - $204K
|
2.44K
$301K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
2.4K+ 3636.36% |
$165K - $201K
|
2.47K
$304K
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
2.36KNew |
$162K - $198K
|
2.36K
$291K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.36K+ 28.11% |
$162K - $198K
|
10.8K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.29K+ 4.5% |
$157K - $192K
|
53.2K
$6.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
2.25K+ 2.64% |
$155K - $189K
|
87.5K
$10.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.18K+ 5.56% |
$150K - $183K
|
41.4K
$5.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.14K+ 5.37% |
$147K - $179K
|
41.9K
$5.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Searle & Co.
|
BUY
|
- |
2.13K+ 60.27% |
$147K - $179K
|
5.68K
$700K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.13K+ 33.81% |
$146K - $178K
|
8.43K
$1.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
2.12K+ 5.58% |
$146K - $178K
|
40.1K
$4.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.11K+ 71.18% |
$145K - $177K
|
5.08K
$627K
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.1K+ 1.09% |
$144K - $175K
|
195K
$24.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.01K+ 5.92% |
$138K - $168K
|
36K
$4.44M
|