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 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-157- 0.9% |
$10.1K - $13.8K
|
17.2K
$2.07M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-158Closed |
$10.2K - $13.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-161- 1.93% |
$10.3K - $14.2K
|
8.16K
$980K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-165- 1.29% |
$10.6K - $14.5K
|
12.7K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-169- 0.96% |
$10.9K - $14.9K
|
17.5K
$2.09M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-172Closed |
$11.1K - $15.1K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-175- 3.31% |
$11.2K - $15.4K
|
5.12K
$614K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-178- 0.61% |
$11.4K - $15.6K
|
28.9K
$3.47M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-181- 1.57% |
$11.6K - $15.9K
|
11.4K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-188- 2.49% |
$12.1K - $16.5K
|
7.35K
$883K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-194- 3.95% |
$12.5K - $17.1K
|
4.72K
$567K
|
|
|
Nov 12, 2021
Q3 2021
|
Westhampton Capital, LLC
|
SELL
|
- |
-195- 3.28% |
$12.5K - $17.1K
|
5.75K
$691K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-197- 19.66% |
$12.7K - $17.3K
|
805
$96.6K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-200- 47.62% |
$12.9K - $17.6K
|
220
$26.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-200- 50.0% |
$12.9K - $17.6K
|
200
$24K
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-200- 1.46% |
$12.9K - $17.6K
|
13.5K
$1.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-200- 3.74% |
$12.9K - $17.6K
|
5.15K
$618K
|
|
|
Nov 16, 2021
Q3 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-200Closed |
$12.9K - $17.6K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-200- 0.41% |
$12.9K - $17.6K
|
49.2K
$5.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-200- 2.04% |
$12.9K - $17.6K
|
9.59K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-208- 1.11% |
$13.4K - $18.3K
|
18.6K
$2.23M
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-211- 3.72% |
$13.6K - $18.5K
|
5.46K
$655K
|
|
|
Oct 27, 2021
Q3 2021
|
Hendley & CO Inc
|
SELL
|
- |
-215- 0.26% |
$13.8K - $18.9K
|
83.1K
$9.98M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-219- 6.12% |
$14.1K - $19.3K
|
3.36K
$404K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-224- 5.28% |
$14.4K - $19.7K
|
4.02K
$483K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-228- 6.79% |
$14.7K - $20K
|
3.13K
$375K
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-231- 4.36% |
$14.8K - $20.3K
|
5.06K
$608K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-233- 0.53% |
$15K - $20.5K
|
43.7K
$5.24M
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-235- 0.81% |
$15.1K - $20.7K
|
28.6K
$3.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-237- 7.33% |
$15.2K - $20.8K
|
3K
$360K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-239- 5.16% |
$15.4K - $21K
|
4.39K
$527K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-246- 4.35% |
$15.8K - $21.6K
|
5.4K
$649K
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-246- 3.35% |
$15.8K - $21.6K
|
7.1K
$852K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-246- 36.18% |
$15.8K - $21.6K
|
434
$52.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
SELL
|
- |
-250- 1.51% |
$16.1K - $22K
|
16.3K
$1.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-250- 12.08% |
$16.1K - $22K
|
1.82K
$218K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-250- 8.54% |
$16.1K - $22K
|
2.68K
$321K
|
|
|
Nov 12, 2021
Q3 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-255- 1.5% |
$16.4K - $22.4K
|
16.7K
$2.01M
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-263- 0.11% |
$16.9K - $23.1K
|
243K
$29.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-266Closed |
$17.1K - $23.4K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-271- 4.16% |
$17.4K - $23.8K
|
6.24K
$749K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-271- 3.18% |
$17.4K - $23.8K
|
8.26K
$991K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-272- 5.64% |
$17.5K - $23.9K
|
4.55K
$547K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-274- 12.12% |
$17.6K - $24.1K
|
1.99K
$238K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-282- 3.87% |
$18.1K - $24.8K
|
7K
$840K
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-284- 8.13% |
$18.3K - $25K
|
3.21K
$385K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-287- 10.57% |
$18.4K - $25.2K
|
2.43K
$291K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-295- 35.16% |
$19K - $25.9K
|
544
$65.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-296- 6.21% |
$19K - $26K
|
4.47K
$536K
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-298- 1.57% |
$19.2K - $26.2K
|
18.7K
$2.25M
|