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 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-71- 1.12% |
$4.56K - $6.24K
|
6.24K
$750K
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-75- 1.02% |
$4.82K - $6.59K
|
7.28K
$874K
|
|
|
Nov 12, 2021
Q3 2021
|
Cheviot Value Management, LLC
|
SELL
|
- |
-77- 0.37% |
$4.95K - $6.77K
|
20.5K
$2.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-79- 0.67% |
$5.08K - $6.94K
|
11.8K
$1.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-83Closed |
$5.33K - $7.3K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-83- 0.01% |
$5.33K - $7.3K
|
558K
$67M
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-90- 1.9% |
$5.78K - $7.91K
|
4.65K
$558K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-91- 1.05% |
$5.85K - $8K
|
8.57K
$1.03M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-93- 0.24% |
$5.98K - $8.17K
|
38K
$4.56M
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-94- 8.29% |
$6.04K - $8.26K
|
1.04K
$125K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-96- 0.62% |
$6.17K - $8.44K
|
15.4K
$1.85M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-98- 2.42% |
$6.3K - $8.61K
|
3.96K
$475K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-100- 3.26% |
$6.43K - $8.79K
|
2.96K
$356K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-100Closed |
$6.43K - $8.79K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
SELL
|
- |
-100- 2.64% |
$6.43K - $8.79K
|
3.68K
$442K
|
|
|
Nov 03, 2021
Q3 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-100- 76.34% |
$6.43K - $8.79K
|
31
$3.72K
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-100Closed |
$6.43K - $8.79K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
SELL
|
- |
-100- 3.15% |
$6.43K - $8.79K
|
3.08K
$369K
|
|
|
Nov 10, 2021
Q3 2021
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-100- 3.2% |
$6.43K - $8.79K
|
3.02K
$363K
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.09% |
$6.43K - $8.79K
|
110K
$13.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-100- 1.34% |
$6.43K - $8.79K
|
7.38K
$886K
|
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
SELL
|
- |
-100- 2.37% |
$6.43K - $8.79K
|
4.13K
$495K
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-100- 2.64% |
$6.43K - $8.79K
|
3.68K
$442K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-100- 41.15% |
$6.43K - $8.79K
|
143
$17.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-100- 3.85% |
$6.43K - $8.79K
|
2.5K
$300K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-102- 0.8% |
$6.56K - $8.97K
|
12.7K
$1.52M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-109- 11.41% |
$7.01K - $9.58K
|
846
$102K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-109- 2.73% |
$7.01K - $9.58K
|
3.88K
$465K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-111Closed |
$7.13K - $9.76K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-115- 3.0% |
$7.39K - $10.1K
|
3.71K
$446K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-118- 1.6% |
$7.58K - $10.4K
|
7.24K
$869K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-120- 9.53% |
$7.71K - $10.5K
|
1.14K
$137K
|
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-121- 1.5% |
$7.78K - $10.6K
|
7.94K
$953K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-124- 1.34% |
$7.97K - $10.9K
|
9.16K
$1.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-125- 28.41% |
$8.03K - $11K
|
315
$37.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-125- 1.88% |
$8.03K - $11K
|
6.54K
$785K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-127Closed |
$8.16K - $11.2K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-132- 1.19% |
$8.48K - $11.6K
|
11K
$1.32M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-133- 93.01% |
$8.55K - $11.7K
|
10
$1.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-134- 2.98% |
$8.61K - $11.8K
|
4.36K
$523K
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-134Closed |
$8.61K - $11.8K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-137Closed |
$8.8K - $12K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-138- 57.26% |
$8.87K - $12.1K
|
103
$12.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-139- 90.26% |
$8.93K - $12.2K
|
15
$1.8K
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-141- 1.41% |
$9.06K - $12.4K
|
9.84K
$1.18M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-142- 4.2% |
$9.13K - $12.5K
|
3.24K
$389K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-142- 20.55% |
$9.13K - $12.5K
|
549
$65.9K
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-145- 2.06% |
$9.32K - $12.7K
|
6.89K
$827K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
SELL
|
- |
-146- 25.84% |
$9.38K - $12.8K
|
419
$50.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-152- 4.21% |
$9.77K - $13.4K
|
3.46K
$416K
|