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 |
|---|---|---|---|---|---|---|---|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.12K+ 6.03% |
$393K - $538K
|
108K
$12.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
6.09K+ 2.41% |
$392K - $536K
|
259K
$31.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
5.92K+ 23.32% |
$380K - $520K
|
31.3K
$3.76M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.92K+ 4.5% |
$380K - $520K
|
137K
$16.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.88K+ 20.45% |
$378K - $517K
|
34.6K
$4.16M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.88K+ 20.45% |
$378K - $517K
|
34.6K
$4.16M
|
|
|
Nov 03, 2021
Q3 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.86KNew |
$377K - $515K
|
5.86K
$704K
|
|
|
Nov 15, 2021
Q3 2021
|
Seven Eight Capital, LP
|
BUY
|
- |
5.73KNew |
$368K - $503K
|
5.73K
$687K
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
5.59K+ 155.88% |
$359K - $491K
|
9.18K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.5K+ 6.52% |
$354K - $484K
|
90K
$10.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
5.44KNew |
$350K - $478K
|
5.44K
$653K
|
|
|
Nov 08, 2021
Q3 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.38K+ 1.27% |
$346K - $473K
|
430K
$51.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.32K+ 3.49% |
$342K - $468K
|
158K
$18.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.31K+ 7.74% |
$341K - $467K
|
73.9K
$8.88M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.27K+ 24.16% |
$338K - $463K
|
27.1K
$3.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
5.23K+ 4.92% |
$336K - $459K
|
111K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.11KNew |
$329K - $449K
|
5.11K
$614K
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
BUY
|
- |
4.97K+ 434.76% |
$319K - $436K
|
6.11K
$733K
|
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
4.91K+ 16.46% |
$315K - $431K
|
34.7K
$4.17M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.86K+ 27.07% |
$312K - $427K
|
22.8K
$2.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.63KNew |
$297K - $407K
|
4.63K
$555K
|
|
|
Nov 02, 2021
Q3 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
4.62KNew |
$297K - $406K
|
4.62K
$555K
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.61KNew |
$296K - $405K
|
4.61K
$554K
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.5K+ 3.15% |
$289K - $395K
|
147K
$17.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.46K+ 76.83% |
$287K - $392K
|
10.3K
$1.23M
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.46K+ 20.93% |
$286K - $392K
|
25.7K
$3.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.44K+ 13.96% |
$285K - $390K
|
36.2K
$4.35M
|
|
|
Oct 19, 2021
Q3 2021
|
Assenagon Asset Management S.A.
|
BUY
|
- |
4.23KNew |
$272K - $372K
|
4.23K
$508K
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.2K+ 2.6% |
$270K - $369K
|
166K
$19.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
BUY
|
- |
4.19K+ 10.77% |
$269K - $368K
|
43.1K
$5.17M
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
BUY
|
- |
4.17K+ 11.77% |
$268K - $366K
|
39.6K
$4.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.1K+ 21.56% |
$264K - $360K
|
23.1K
$2.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.1K+ 97.39% |
$263K - $360K
|
8.31K
$997K
|
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
4.04K+ 12.91% |
$260K - $355K
|
35.3K
$4.24M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.94K+ 277.73% |
$253K - $346K
|
5.36K
$643K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.93K+ 21.48% |
$253K - $346K
|
22.2K
$2.67M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 79.52% |
$252K - $344K
|
8.84K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.84KNew |
$247K - $337K
|
3.84K
$461K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.8K+ 5.88% |
$244K - $334K
|
68.4K
$8.21M
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.8KNew |
$244K - $334K
|
3.8K
$456K
|
|
|
Nov 15, 2021
Q3 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.8KNew |
$244K - $334K
|
3.8K
$456K
|
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.78KNew |
$243K - $332K
|
3.78K
$454K
|
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.76KNew |
$242K - $331K
|
3.76K
$452K
|
|
|
Oct 13, 2021
Q3 2021
|
Greylin Investment Mangement Inc
|
BUY
|
- |
3.75K+ 22.5% |
$241K - $330K
|
20.4K
$2.45M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.64K+ 8.77% |
$234K - $320K
|
45.2K
$5.42M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
3.64K+ 113.66% |
$234K - $320K
|
6.84K
$821K
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.6K+ 25.3% |
$232K - $317K
|
17.9K
$2.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.58K+ 6.97% |
$230K - $315K
|
55K
$6.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
3.51K+ 88.94% |
$225K - $308K
|
7.45K
$894K
|
|
|
Nov 08, 2021
Q3 2021
|
Sws Partners
|
BUY
|
- |
3.36K+ 17.7% |
$216K - $296K
|
22.4K
$2.68M
|