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
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.59K- 16.58% |
$167K - $228K
|
13K
$1.57M
|
|
May 17, 2024
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.59K- 2.55% |
$167K - $228K
|
98.9K
$11.9M
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.6KClosed |
$167K - $228K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.63K- 35.92% |
$169K - $231K
|
4.69K
$563K
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
SELL
|
- |
-2.66KClosed |
$171K - $233K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
SELL
|
- |
-2.67KClosed |
$171K - $235K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.69KClosed |
$173K - $236K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.69K- 7.95% |
$173K - $236K
|
31.1K
$3.73M
|
|
Oct 14, 2021
Q3 2021
|
Tributary Capital Management, LLC
|
SELL
|
- |
-2.7KClosed |
$174K - $237K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.7KClosed |
$174K - $237K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.7KClosed |
$174K - $238K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
SELL
|
- |
-2.71KClosed |
$174K - $238K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2.72K- 8.81% |
$175K - $239K
|
28.2K
$3.38M
|
|
Nov 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.73KClosed |
$175K - $240K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.75KClosed |
$177K - $242K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.76KClosed |
$177K - $243K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.78KClosed |
$179K - $244K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.79K- 2.09% |
$179K - $245K
|
131K
$15.7M
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
SELL
|
- |
-2.8KClosed |
$180K - $246K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.8K- 34.85% |
$180K - $246K
|
5.23K
$628K
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.8KClosed |
$180K - $246K
|
0
$0
|
|
Nov 18, 2021
Q3 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2.81K- 10.76% |
$181K - $247K
|
23.3K
$2.8M
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-2.82KClosed |
$181K - $247K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-2.83K- 14.25% |
$182K - $248K
|
17K
$2.04M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.84KClosed |
$183K - $250K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.86KClosed |
$184K - $251K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-2.88KClosed |
$185K - $253K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.88KClosed |
$185K - $253K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.89KClosed |
$186K - $254K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.89KClosed |
$186K - $254K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.9KClosed |
$186K - $255K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-2.9KClosed |
$186K - $255K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-2.92KClosed |
$188K - $257K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.94KClosed |
$189K - $258K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.95KClosed |
$189K - $259K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.95KClosed |
$189K - $259K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.95K- 1.7% |
$190K - $260K
|
171K
$20.5M
|
|
Nov 08, 2021
Q3 2021
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.96K- 1.46% |
$190K - $260K
|
200K
$24M
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-2.98KClosed |
$192K - $262K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Scp Investment, LP
|
SELL
|
- |
-3KClosed |
$193K - $264K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-3.03K- 4.62% |
$195K - $266K
|
62.6K
$7.52M
|
|
Dec 01, 2022
Q3 2021
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-3.03K- 4.62% |
$195K - $266K
|
62.6K
$7.52M
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.06KClosed |
$197K - $269K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.15K- 8.07% |
$203K - $277K
|
35.9K
$4.31M
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.16KClosed |
$203K - $278K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Td Asset Management Inc
|
SELL
|
- |
-3.2K- 1.44% |
$206K - $281K
|
219K
$26.3M
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.21K- 1.23% |
$206K - $282K
|
257K
$30.8M
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.21K- 43.65% |
$206K - $282K
|
4.15K
$498K
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.22KClosed |
$207K - $283K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-3.3KClosed |
$212K - $290K
|
0
$0
|