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 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.14K- 24.98% |
$73.4K - $100K
|
3.43K
$412K
|
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-1.15K- 27.97% |
$73.8K - $101K
|
2.96K
$355K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.15K- 25.24% |
$74.2K - $101K
|
3.42K
$410K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.15K- 8.12% |
$74.2K - $101K
|
13.1K
$1.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.16K- 15.5% |
$74.2K - $102K
|
6.3K
$756K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.16KClosed |
$74.4K - $102K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.16K- 18.15% |
$74.4K - $102K
|
5.22K
$626K
|
|
|
Nov 15, 2021
Q3 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-1.16KClosed |
$74.4K - $102K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.19KClosed |
$76.2K - $104K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.19K- 16.73% |
$76.2K - $104K
|
5.9K
$708K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.2K- 9.24% |
$77.3K - $106K
|
11.8K
$1.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.22K- 23.34% |
$78.3K - $107K
|
4K
$480K
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.22K- 21.54% |
$78.6K - $108K
|
4.46K
$535K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.23K- 4.66% |
$78.9K - $108K
|
25.1K
$3.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.25K- 20.23% |
$80.3K - $110K
|
4.92K
$591K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-1.29K- 50.0% |
$82.7K - $113K
|
1.29K
$154K
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.3KClosed |
$83.4K - $114K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.3K- 8.85% |
$83.6K - $114K
|
13.4K
$1.61M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.3K- 2.16% |
$83.6K - $114K
|
59K
$7.08M
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.32K- 3.67% |
$84.6K - $116K
|
34.6K
$4.15M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.33K- 18.47% |
$85.3K - $117K
|
5.86K
$703K
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.34K- 13.19% |
$86K - $118K
|
8.81K
$1.06M
|
|
|
Nov 09, 2021
Q3 2021
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.36K- 7.16% |
$87.4K - $120K
|
17.6K
$2.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.37K- 9.83% |
$88.1K - $121K
|
12.6K
$1.51M
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
SELL
|
- |
-1.37K- 29.37% |
$88.2K - $121K
|
3.3K
$396K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.37K- 24.86% |
$88.2K - $121K
|
4.15K
$498K
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.38KClosed |
$88.6K - $121K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.39K- 7.78% |
$89.6K - $123K
|
16.5K
$1.98M
|
|
|
Nov 08, 2021
Q3 2021
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.4K- 12.37% |
$90K - $123K
|
9.92K
$1.19M
|
|
|
Oct 12, 2021
Q3 2021
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.43K- 1.25% |
$91.9K - $126K
|
113K
$13.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.46K- 29.83% |
$94K - $129K
|
3.44K
$413K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
SELL
|
- |
-1.46K- 18.65% |
$94K - $129K
|
6.38K
$766K
|
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.47K- -0.0% |
$94.4K - $129K
|
43.2M
$5.18B
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.48K- 7.46% |
$95.1K - $130K
|
18.4K
$2.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.49K- 21.9% |
$95.8K - $131K
|
5.32K
$638K
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.49K- 21.12% |
$95.9K - $131K
|
5.57K
$669K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.52KClosed |
$97.4K - $133K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.54K- 3.03% |
$98.7K - $135K
|
49.1K
$5.9M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.54K- 11.7% |
$99K - $135K
|
11.6K
$1.4M
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.55K- 51.68% |
$99.6K - $136K
|
1.45K
$174K
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.56KClosed |
$100K - $137K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.57K- 18.03% |
$101K - $138K
|
7.13K
$855K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.6K- 31.03% |
$103K - $141K
|
3.55K
$427K
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.69K- 25.31% |
$108K - $148K
|
4.98K
$598K
|
|
|
Nov 18, 2021
Q3 2021
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-1.7K- 0.28% |
$109K - $149K
|
600K
$72.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.71K- 33.92% |
$110K - $150K
|
3.32K
$399K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.75K- 2.61% |
$113K - $154K
|
65.4K
$7.85M
|
|
|
Nov 05, 2021
Q3 2021
|
Todd Asset Management LLC
|
SELL
|
- |
-1.76K- 0.64% |
$113K - $155K
|
273K
$32.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.78K- 0.78% |
$114K - $156K
|
227K
$27.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.91K- 29.63% |
$123K - $168K
|
4.53K
$544K
|