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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
17New |
$1.09K - $1.49K
|
17
$2.04K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16+ 0.41% |
$1.03K - $1.41K
|
3.88K
$466K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
15+ 0.16% |
$964 - $1.32K
|
9.38K
$1.13M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 1.18% |
$900 - $1.23K
|
1.2K
$144K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
13New |
$836 - $1.14K
|
13
$1.56K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
12+ 0.13% |
$771 - $1.05K
|
9.03K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 2.9% |
$771 - $1.05K
|
426
$51.1K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
12+ 2.04% |
$771 - $1.05K
|
600
$72K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
12+ 2.04% |
$771 - $1.05K
|
600
$72K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.02% |
$707 - $967
|
51.6K
$6.2M
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
9+ 0.01% |
$578 - $791
|
80.9K
$9.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.04% |
$514 - $703
|
19.9K
$2.39M
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7+ 0.04% |
$450 - $615
|
17.1K
$2.05M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 4.38% |
$450 - $615
|
167
$20K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7+ 0.09% |
$450 - $615
|
7.74K
$930K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.17% |
$386 - $527
|
518
$62.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
6+ 0.18% |
$386 - $527
|
3.38K
$405K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6+ 0.23% |
$386 - $527
|
2.56K
$307K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
6+ 0.31% |
$386 - $527
|
1.97K
$236K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.06% |
$321 - $440
|
8.54K
$1.03M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
5New |
$321 - $440
|
5
$600
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.49% |
$321 - $440
|
1.03K
$123K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
5+ 0.12% |
$321 - $440
|
4.24K
$509K
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5+ 1.32% |
$321 - $440
|
383
$46K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 0.1% |
$321 - $440
|
5.14K
$617K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.69% |
$257 - $352
|
580
$69.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.75% |
$257 - $352
|
535
$64.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 1.02% |
$257 - $352
|
395
$47.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4New |
$257 - $352
|
4
$480
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.11% |
$193 - $264
|
2.67K
$321K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 1.29% |
$129 - $176
|
157
$18.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$129 - $176
|
9.2K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
2+ 0.34% |
$129 - $176
|
588
$70.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.02% |
$64.3 - $87.9
|
4.26K
$511K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1+ 0.37% |
$64.3 - $87.9
|
272
$32.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
1New |
$64.3 - $87.9
|
1
$120
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
1+ 0.0% |
$64.3 - $87.9
|
20.9K
$2.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1+ 0.02% |
$64.3 - $87.9
|
6.1K
$732K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.11% |
$64.3 - $87.9
|
920
$110K
|
|
|
Nov 16, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$64.3 - $87.9
|
11.8K
$1.42M
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.05% |
$64.3 - $87.9
|
2.05K
$245K
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$64.3 - $87.9
|
1
$120
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$64.3 - $87.9
|
1.89K
$227K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 0.47% |
$64.3 - $87.9
|
216
$25.9K
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.14% |
$64.3 - $87.9
|
708
$85K
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-2- 40.0% |
$129 - $176
|
3
$360
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2- 0.07% |
$129 - $176
|
2.87K
$345K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3- 0.06% |
$193 - $264
|
4.62K
$554K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4- 0.17% |
$257 - $352
|
2.32K
$279K
|