Purchases and Sales Made in Q3 2021 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
99+ 0.87% |
$6.36K - $8.7K
|
11.5K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
97+ 0.48% |
$6.23K - $8.53K
|
20.3K
$2.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
96+ 1.67% |
$6.17K - $8.44K
|
5.84K
$701K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
94+ 1.63% |
$6.04K - $8.26K
|
5.87K
$705K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
93+ 2.94% |
$5.98K - $8.17K
|
3.26K
$391K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
91+ 1.05% |
$5.85K - $8K
|
8.73K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
88+ 0.67% |
$5.66K - $7.74K
|
13.2K
$1.58M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
85+ 0.85% |
$5.46K - $7.47K
|
10.1K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
84+ 1400.0% |
$5.4K - $7.38K
|
90
$10.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
82+ 2.03% |
$5.27K - $7.21K
|
4.11K
$494K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
82+ 110.81% |
$5.27K - $7.21K
|
156
$18.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
81+ 15.14% |
$5.21K - $7.12K
|
616
$73.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
80+ 1.67% |
$5.14K - $7.03K
|
4.88K
$586K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
77+ 3.13% |
$4.95K - $6.77K
|
2.54K
$305K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
75+ 1.3% |
$4.82K - $6.59K
|
5.85K
$702K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
75+ 7.92% |
$4.82K - $6.59K
|
1.02K
$123K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
75+ 1.21% |
$4.82K - $6.59K
|
6.26K
$751K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
74+ 0.6% |
$4.76K - $6.5K
|
12.4K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
72+ 0.38% |
$4.63K - $6.33K
|
19.2K
$2.31M
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
69+ 1.4% |
$4.43K - $6.07K
|
5K
$600K
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
69+ 0.78% |
$4.43K - $6.07K
|
8.88K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
69+ 1.93% |
$4.43K - $6.07K
|
3.64K
$436K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
65+ 0.69% |
$4.18K - $5.71K
|
9.47K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
64New |
$4.11K - $5.63K
|
64
$7.68K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
62+ 1.15% |
$3.98K - $5.45K
|
5.45K
$654K
|
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
59+ 1.28% |
$3.79K - $5.19K
|
4.67K
$560K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
55+ 17.08% |
$3.53K - $4.83K
|
377
$45.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
54New |
$3.47K - $4.75K
|
54
$6.48K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
50+ 1.08% |
$3.21K - $4.4K
|
4.7K
$564K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
49+ 0.18% |
$3.15K - $4.31K
|
26.9K
$3.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48+ 1.58% |
$3.08K - $4.22K
|
3.09K
$370K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
47+ 0.76% |
$3.02K - $4.13K
|
6.2K
$745K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45New |
$2.89K - $3.96K
|
45
$5.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44+ 17.6% |
$2.83K - $3.87K
|
294
$35.3K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
42+ 6.0% |
$2.7K - $3.69K
|
742
$89.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
40+ 0.28% |
$2.57K - $3.52K
|
14.1K
$1.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
40+ 0.77% |
$2.57K - $3.52K
|
5.26K
$632K
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
38+ 1.1% |
$2.44K - $3.34K
|
3.49K
$419K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
32+ 0.65% |
$2.06K - $2.81K
|
4.96K
$596K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
29+ 0.94% |
$1.86K - $2.55K
|
3.13K
$375K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
25+ 2.59% |
$1.61K - $2.2K
|
989
$119K
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.88% |
$1.61K - $2.2K
|
2.86K
$343K
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
25+ 0.55% |
$1.61K - $2.2K
|
4.55K
$546K
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
23+ 0.19% |
$1.48K - $2.02K
|
12.4K
$1.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
23New |
$1.48K - $2.02K
|
23
$2.76K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
22+ 0.93% |
$1.41K - $1.93K
|
2.39K
$287K
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
18+ 11.04% |
$1.16K - $1.58K
|
181
$21.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17+ 28.33% |
$1.09K - $1.49K
|
77
$9.24K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 2.19% |
$1.09K - $1.49K
|
795
$95.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
17+ 0.49% |
$1.09K - $1.49K
|
3.46K
$415K
|