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 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-4- -0.0% |
$257 - $352
|
107K
$12.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4- 0.09% |
$257 - $352
|
4.58K
$550K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 0.36% |
$321 - $440
|
1.38K
$166K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6Closed |
$386 - $527
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6- 0.05% |
$386 - $527
|
12.2K
$1.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-8- 0.21% |
$514 - $703
|
3.77K
$453K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-9Closed |
$578 - $791
|
0
$0
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10- 0.51% |
$643 - $879
|
1.96K
$236K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-12- 9.23% |
$771 - $1.05K
|
118
$14.2K
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-14Closed |
$900 - $1.23K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-15- 3.5% |
$964 - $1.32K
|
414
$49.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-16- 2.69% |
$1.03K - $1.41K
|
579
$69.5K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-16Closed |
$1.03K - $1.41K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-17- 17.71% |
$1.09K - $1.49K
|
79
$9.48K
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
SELL
|
- |
-20Closed |
$1.29K - $1.76K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-20- 0.65% |
$1.29K - $1.76K
|
3.07K
$369K
|
|
|
Oct 06, 2021
Q3 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-21- 0.05% |
$1.35K - $1.85K
|
42.8K
$5.14M
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-22- 56.41% |
$1.41K - $1.93K
|
17
$2.04K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-24- 1.54% |
$1.54K - $2.11K
|
1.54K
$184K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-24- 20.0% |
$1.54K - $2.11K
|
96
$11.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-25- 0.16% |
$1.61K - $2.2K
|
15.5K
$1.86M
|
|
|
Oct 12, 2021
Q3 2021
|
Foundation Resource Management Inc
|
SELL
|
- |
-26- 0.04% |
$1.67K - $2.29K
|
67K
$8.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-27Closed |
$1.74K - $2.37K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-28- 45.16% |
$1.8K - $2.46K
|
34
$4.08K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-28- 0.83% |
$1.8K - $2.46K
|
3.36K
$404K
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-34- 0.99% |
$2.19K - $2.99K
|
3.4K
$408K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-35- 1.04% |
$2.25K - $3.08K
|
3.34K
$401K
|
|
|
Nov 04, 2021
Q3 2021
|
Corbyn Investment Management Inc
|
SELL
|
- |
-36- 0.96% |
$2.31K - $3.16K
|
3.71K
$446K
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-36Closed |
$2.31K - $3.16K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-39- 0.74% |
$2.51K - $3.43K
|
5.22K
$626K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-40- 3.04% |
$2.57K - $3.52K
|
1.28K
$153K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-43- 39.45% |
$2.76K - $3.78K
|
66
$7.92K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45- 0.02% |
$2.89K - $3.96K
|
263K
$31.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-45- 9.55% |
$2.89K - $3.96K
|
426
$51.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 0.23% |
$3.21K - $4.4K
|
22K
$2.64M
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-50- 0.75% |
$3.21K - $4.4K
|
6.58K
$790K
|
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-50- 1.35% |
$3.21K - $4.4K
|
3.65K
$438K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-50- 0.74% |
$3.21K - $4.4K
|
6.67K
$801K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-51- 0.32% |
$3.28K - $4.48K
|
15.8K
$1.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-52- 2.64% |
$3.34K - $4.57K
|
1.92K
$231K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-53- 0.49% |
$3.41K - $4.66K
|
10.8K
$1.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-56- 1.04% |
$3.6K - $4.92K
|
5.3K
$637K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-58- 1.8% |
$3.73K - $5.1K
|
3.17K
$380K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
SELL
|
- |
-59- 0.52% |
$3.79K - $5.19K
|
11.3K
$1.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-61- 1.37% |
$3.92K - $5.36K
|
4.4K
$528K
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-64- 0.48% |
$4.11K - $5.63K
|
13.4K
$1.61M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-64- 1.26% |
$4.11K - $5.63K
|
5.02K
$602K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-65- 0.49% |
$4.18K - $5.71K
|
13.1K
$1.57M
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-65- 12.97% |
$4.18K - $5.71K
|
436
$52.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-69- 0.81% |
$4.43K - $6.07K
|
8.4K
$1.01M
|