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 |
|---|---|---|---|---|---|---|---|
|
Dec 20, 2021
Q3 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.87K+ 54.6% |
$120K - $164K
|
5.28K
$634K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.86K+ 6.97% |
$119K - $163K
|
28.5K
$3.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.85K+ 3.35% |
$119K - $163K
|
57.1K
$6.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.84K+ 11.06% |
$118K - $162K
|
18.5K
$2.22M
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
1.84K+ 35.24% |
$118K - $161K
|
7.04K
$845K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.82K+ 5.1% |
$117K - $160K
|
37.5K
$4.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.8K+ 6.02% |
$116K - $158K
|
31.7K
$3.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.79K+ 55.99% |
$115K - $157K
|
4.97K
$597K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 5.53% |
$114K - $156K
|
33.9K
$4.07M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.77K+ 51.52% |
$114K - $155K
|
5.2K
$624K
|
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.73K+ 1.5% |
$111K - $152K
|
117K
$14M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.72K+ 1.95% |
$111K - $151K
|
90.1K
$10.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.69K+ 6.47% |
$109K - $149K
|
27.8K
$3.34M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
1.65K+ 10.48% |
$106K - $145K
|
17.4K
$2.08M
|
|
|
Nov 09, 2021
Q3 2021
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.6K+ 1.04% |
$103K - $140K
|
156K
$18.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.49K+ 33.3% |
$96K - $131K
|
5.98K
$717K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.46K+ 86.24% |
$93.8K - $128K
|
3.15K
$378K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.45K+ 13.47% |
$93.2K - $127K
|
12.2K
$1.47M
|
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.44K+ 2.61% |
$92.5K - $126K
|
56.5K
$6.79M
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.44K+ 1420.79% |
$92.2K - $126K
|
1.54K
$184K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.43K+ 19.84% |
$91.7K - $125K
|
8.62K
$1.03M
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
1.4K+ 29.43% |
$89.8K - $123K
|
6.15K
$738K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.38KNew |
$88.9K - $122K
|
1.38K
$166K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.37K+ 4.21% |
$88.2K - $121K
|
34K
$4.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.36K+ 57.34% |
$87.6K - $120K
|
3.74K
$449K
|
|
|
Nov 15, 2021
Q3 2021
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1.35K+ 4.23% |
$86.8K - $119K
|
33.3K
$4M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.35K+ 51.2% |
$86.6K - $118K
|
3.98K
$478K
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.33K+ 22.28% |
$85.5K - $117K
|
7.3K
$876K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.32K+ 40.17% |
$84.6K - $116K
|
4.59K
$551K
|
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
BUY
|
- |
1.3K+ 38.52% |
$83.6K - $114K
|
4.68K
$561K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.28K+ 12.01% |
$82.1K - $112K
|
11.9K
$1.43M
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.25K+ 3.26% |
$80.6K - $110K
|
39.7K
$4.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.18K+ 3.25% |
$75.8K - $104K
|
37.4K
$4.49M
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
1.17K+ 2.61% |
$74.9K - $102K
|
45.8K
$5.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.14K+ 1.06% |
$73.5K - $101K
|
109K
$13M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.13KNew |
$72.6K - $99.3K
|
1.13K
$136K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.1K+ 17.57% |
$70.5K - $96.4K
|
7.34K
$881K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.07K+ 5.13% |
$68.9K - $94.2K
|
22K
$2.64M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.06K+ 9.18% |
$68.3K - $93.3K
|
12.6K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.03K+ 2.32% |
$66.4K - $90.8K
|
45.5K
$5.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.02K+ 14.4% |
$65.6K - $89.7K
|
8.11K
$973K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
1.01K+ 21.8% |
$64.9K - $88.8K
|
5.64K
$678K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.01K+ 3.89% |
$64.8K - $88.6K
|
26.9K
$3.23M
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
998+ 4.42% |
$64.1K - $87.7K
|
23.6K
$2.83M
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
970+ 4.74% |
$62.3K - $85.3K
|
21.4K
$2.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
943+ 7.06% |
$60.6K - $82.9K
|
14.3K
$1.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
932+ 14.79% |
$59.9K - $81.9K
|
7.23K
$868K
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
929+ 32.18% |
$59.7K - $81.7K
|
3.82K
$458K
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
920+ 22.48% |
$59.1K - $80.9K
|
5.01K
$602K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
918+ 14.33% |
$59K - $80.7K
|
7.32K
$879K
|