Purchases and Sales Made in Q3 2021 in Phillips 66 (PSX)

PSX Quotes by TradingView

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 12, 2021 Q3 2021
Mackay Shields LLC

SELL
 -
-1.94K
- 2.81%
$124K - $170K
67.1K $8.05M
Nov 04, 2021 Q3 2021
Deseret Mutual Benefit Administrators

SELL
 -
-1.96K
- 21.01%
$126K - $172K
7.36K $883K
Nov 16, 2021 Q3 2021
Parisi Gray Wealth Management

SELL
 -
-1.98K
Closed
$127K - $174K
0 $0
Nov 12, 2021 Q3 2021
Weik Capital Management

Wyomissing, PA
SELL
 -
-1.98K
- 18.91%
$127K - $174K
8.49K $1.02M
Oct 18, 2021 Q3 2021
Nisa Investment Advisors, LLC

SELL
 -
-2K
- 1.01%
$129K - $176K
197K $23.6M
Nov 08, 2021 Q3 2021
Davis R M Inc

Portland, ME
SELL
 -
-2.01K
- 0.54%
$129K - $176K
369K $44.3M
Nov 15, 2021 Q3 2021
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-2.06K
- 51.28%
$133K - $181K
1.96K $235K
Oct 22, 2021 Q3 2021
Doheny Asset Management /Ca

Los Angeles, CA
SELL
 -
-2.1K
- 14.41%
$135K - $185K
12.5K $1.5M
Nov 05, 2021 Q3 2021
Xponance, Inc.

SELL
 -
-2.11K
- 8.69%
$135K - $185K
22.1K $2.66M
Nov 04, 2021 Q3 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-2.21K
- 13.3%
$142K - $195K
14.4K $1.73M
Oct 28, 2021 Q3 2021
Amg National Trust Bank

SELL
 -
-2.23K
- 23.16%
$143K - $196K
7.4K $889K
Nov 09, 2021 Q3 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-2.3K
- 39.13%
$148K - $202K
3.58K $430K
Oct 12, 2021 Q3 2021
O'Keefe Stevens Advisory, Inc.

SELL
 -
-2.33K
- 8.33%
$150K - $205K
25.6K $3.08M
Oct 08, 2021 Q3 2021
Hurlow Wealth Management Group, Inc.

SELL
 -
-2.34K
Closed
$150K - $205K
0 $0
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

SELL
 -
-2.34K
- 31.35%
$150K - $205K
5.12K $614K
Nov 12, 2021 Q3 2021
Woodmont Investment Counsel LLC

Nashville, TN
SELL
 -
-2.34K
Closed
$150K - $205K
0 $0
Oct 21, 2021 Q3 2021
Douglas Lane & Associates, LLC

SELL
 -
-2.34K
Closed
$150K - $206K
0 $0
Oct 29, 2021 Q3 2021
Good Life Advisors, LLC

SELL
 -
-2.36K
Closed
$152K - $207K
0 $0
Nov 09, 2021 Q3 2021
Marietta Investment Partners LLC

Milwaukee, WI
SELL
 -
-2.36K
Closed
$152K - $207K
0 $0
Oct 13, 2021 Q3 2021
Investment Partners, Ltd.

SELL
 -
-2.37K
Closed
$152K - $208K
0 $0
Oct 20, 2021 Q3 2021
Moller Financial Services

SELL
 -
-2.37K
Closed
$152K - $208K
0 $0
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-2.37K
Closed
$152K - $208K
0 $0
Nov 04, 2021 Q3 2021
Private Portfolio Partners LLC

SELL
 -
-2.38K
Closed
$153K - $209K
0 $0
Oct 25, 2021 Q3 2021
Old National Bancorp

SELL
 -
-2.39K
Closed
$154K - $210K
0 $0
May 31, 2023 Q3 2021
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-2.4K
Closed
$154K - $211K
0 $0
Nov 05, 2021 Q3 2021
Shufro Rose & CO LLC

SELL
 -
-2.4K
Closed
$154K - $211K
0 $0
Nov 16, 2021 Q3 2021
Laffer Tengler Investments

Nashville, TN
SELL
 -
-2.4K
- 44.45%
$154K - $211K
3K $360K
Nov 12, 2021 Q3 2021
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-2.4K
Closed
$154K - $211K
0 $0
Oct 18, 2021 Q3 2021
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-2.41K
Closed
$155K - $212K
0 $0
Nov 12, 2021 Q3 2021
W.G. Shaheen & Associates Dba Whitney & CO

SELL
 -
-2.42K
Closed
$155K - $213K
0 $0
Oct 29, 2021 Q3 2021
Opus Capital Group, LLC

SELL
 -
-2.43K
Closed
$156K - $213K
0 $0
Nov 09, 2021 Q3 2021
Soltis Investment Advisors LLC

St. George, UT
SELL
 -
-2.43K
Closed
$156K - $213K
0 $0
Nov 05, 2021 Q3 2021
Allegheny Financial Group LTD

Pittsburgh, PA
SELL
 -
-2.44K
Closed
$156K - $214K
0 $0
Oct 13, 2021 Q3 2021
Chicago Trust CO Na

SELL
 -
-2.44K
Closed
$157K - $214K
0 $0
Nov 04, 2021 Q3 2021
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
SELL
 -
-2.45K
- 4.84%
$157K - $215K
48.1K $5.77M
Oct 25, 2021 Q3 2021
Convergence Investment Partners, LLC

SELL
 -
-2.45K
Closed
$157K - $215K
0 $0
Nov 12, 2021 Q3 2021
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-2.45K
Closed
$157K - $215K
0 $0
Nov 04, 2021 Q3 2021
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
SELL
 -
-2.46K
Closed
$158K - $216K
0 $0
Oct 22, 2021 Q3 2021
Gsb Wealth Management, LLC

SELL
 -
-2.5K
Closed
$161K - $220K
0 $0
Oct 19, 2021 Q3 2021
Next Capital Management LLC

SELL
 -
-2.5K
Closed
$161K - $220K
0 $0
Oct 29, 2021 Q3 2021
Asahi Life Asset Management Co., Ltd.

SELL
 -
-2.5K
Closed
$161K - $220K
0 $0
Oct 22, 2021 Q3 2021
Plimoth Trust CO LLC

SELL
 -
-2.53K
Closed
$162K - $222K
0 $0
Oct 14, 2021 Q3 2021
Forvis Wealth Advisors, LLC

SELL
 -
-2.55K
Closed
$164K - $224K
0 $0
Oct 12, 2021 Q3 2021
Norman Fields, Gottscho Capital Management, LLC

SELL
 -
-2.56K
Closed
$164K - $225K
0 $0
Nov 15, 2021 Q3 2021
Crawford Investment Counsel Inc

Atlanta, GA
SELL
 -
-2.56K
Closed
$164K - $225K
0 $0
Nov 15, 2021 Q3 2021
Voya Investment Management LLC

Atlanta, GA
SELL
 -
-2.57K
- 0.89%
$165K - $225K
287K $34.4M
Nov 10, 2021 Q3 2021
Bradley Foster & Sargent Inc

Hartford, CT
SELL
 -
-2.57K
Closed
$165K - $226K
0 $0
Oct 12, 2021 Q3 2021
Cfo4 Life Group, LLC

SELL
 -
-2.58K
Closed
$166K - $227K
0 $0
Oct 27, 2021 Q3 2021
Washington Trust Bank

SELL
 -
-2.59K
Closed
$166K - $228K
0 $0

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