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 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-552- 1.55% |
$35.5K - $48.5K
|
35.1K
$4.21M
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-567- 3.46% |
$36.4K - $49.8K
|
15.8K
$1.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-569- 12.75% |
$36.6K - $50K
|
3.89K
$467K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-571- 15.55% |
$36.7K - $50.2K
|
3.1K
$372K
|
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
SELL
|
- |
-576- 7.9% |
$37K - $50.6K
|
6.71K
$806K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-596- 8.22% |
$38.3K - $52.4K
|
6.66K
$799K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-599- 45.41% |
$38.5K - $52.7K
|
720
$86.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-600Closed |
$38.6K - $52.7K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-610- 85.55% |
$39.2K - $53.6K
|
103
$12.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-625- 81.38% |
$40.2K - $54.9K
|
143
$17.2K
|
|
|
Oct 25, 2021
Q3 2021
|
Baxter Bros Inc
|
SELL
|
- |
-636- 2.85% |
$40.9K - $55.9K
|
21.7K
$2.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-650- 17.43% |
$41.8K - $57.1K
|
3.08K
$370K
|
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-667- 10.81% |
$42.9K - $58.6K
|
5.5K
$660K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-668- 11.07% |
$42.9K - $58.7K
|
5.36K
$644K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-686- 22.91% |
$44.1K - $60.3K
|
2.31K
$277K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-688- 4.67% |
$44.2K - $60.5K
|
14.1K
$1.69M
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-693- 11.57% |
$44.5K - $60.9K
|
5.3K
$636K
|
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
SELL
|
- |
-702- 5.45% |
$45.1K - $61.7K
|
12.2K
$1.46M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-706- 2.43% |
$45.4K - $62.1K
|
28.4K
$3.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-709- 1.15% |
$45.6K - $62.3K
|
60.9K
$7.31M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-743- 17.71% |
$47.8K - $65.3K
|
3.45K
$414K
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-753- 14.51% |
$48.4K - $66.2K
|
4.44K
$532K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-766- 8.5% |
$49.2K - $67.3K
|
8.24K
$989K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-771- 2.02% |
$49.6K - $67.8K
|
37.4K
$4.49M
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-793- 15.26% |
$51K - $69.7K
|
4.4K
$529K
|
|
|
Jul 09, 2025
Q3 2021
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-794- 3.59% |
$51K - $69.8K
|
21.4K
$2.56M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-799- 2.14% |
$51.4K - $70.2K
|
36.6K
$4.39M
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-812- 10.17% |
$52.2K - $71.4K
|
7.17K
$861K
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-825- 2.2% |
$53K - $72.5K
|
36.7K
$4.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Becker Capital Management Inc
|
SELL
|
- |
-833- 2.18% |
$53.5K - $73.2K
|
37.4K
$4.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-878- 11.98% |
$56.4K - $77.2K
|
6.45K
$775K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-898- 1.79% |
$57.7K - $78.9K
|
49.2K
$5.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-900- 0.53% |
$57.8K - $79.1K
|
169K
$20.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-903- 20.23% |
$58K - $79.4K
|
3.56K
$427K
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-922- 1.37% |
$59.3K - $81K
|
66.3K
$7.95M
|
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-990- 9.27% |
$63.6K - $87K
|
9.69K
$1.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-991- 1.11% |
$63.7K - $87.1K
|
88.7K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1K- 2.08% |
$64.3K - $87.9K
|
47K
$5.64M
|
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 0.24% |
$64.4K - $88.1K
|
425K
$51M
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1K- 6.82% |
$64.5K - $88.2K
|
13.7K
$1.64M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 8.35% |
$64.5K - $88.2K
|
11K
$1.32M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-1K- 23.62% |
$64.5K - $88.3K
|
3.25K
$390K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.01K- 14.25% |
$65K - $89K
|
6.09K
$731K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.03KClosed |
$66.5K - $90.9K
|
0
$0
|
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.05K- 14.8% |
$67.2K - $91.9K
|
6.02K
$722K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.1K- 2.7% |
$70.7K - $96.7K
|
39.7K
$4.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 1.46% |
$71K - $97.1K
|
74.5K
$8.95M
|
|
|
Nov 08, 2021
Q3 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.13K- 8.35% |
$72.4K - $99.1K
|
12.4K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.14K- 9.8% |
$73.1K - $99.9K
|
10.5K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.14KClosed |
$73.3K - $100K
|
0
$0
|