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 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
912+ 29.99% |
$58.6K - $80.2K
|
3.95K
$475K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
887+ 1.76% |
$57K - $78K
|
51.2K
$6.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
887+ 28.17% |
$57K - $78K
|
4.04K
$484K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
875+ 13.95% |
$56.2K - $76.9K
|
7.15K
$858K
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
826+ 3.52% |
$53.1K - $72.6K
|
24.3K
$2.92M
|
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
BUY
|
- |
809+ 2.25% |
$52K - $71.1K
|
36.8K
$4.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
807+ 23.69% |
$51.9K - $70.9K
|
4.21K
$506K
|
|
|
Nov 15, 2021
Q3 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
804+ 0.32% |
$51.7K - $70.7K
|
253K
$30.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
800New |
$51.4K - $70.3K
|
800
$96K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
787+ 4.37% |
$50.6K - $69.2K
|
18.8K
$2.26M
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
784+ 3.43% |
$50.4K - $68.9K
|
23.6K
$2.84M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
783+ 8.55% |
$50.3K - $68.8K
|
9.94K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
772+ 2.12% |
$49.6K - $67.9K
|
37.2K
$4.47M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
769+ 21.95% |
$49.4K - $67.6K
|
4.27K
$513K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
759+ 10.99% |
$48.8K - $66.7K
|
7.66K
$920K
|
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
757+ 4.39% |
$48.7K - $66.5K
|
18K
$2.16M
|
|
|
Oct 25, 2021
Q3 2021
|
Argyle Capital Management Inc.
|
BUY
|
- |
750+ 3.19% |
$48.2K - $65.9K
|
24.2K
$2.91M
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
740+ 50.82% |
$47.6K - $65K
|
2.2K
$264K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
740+ 7.56% |
$47.6K - $65K
|
10.5K
$1.26M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
738+ 15.97% |
$47.4K - $64.9K
|
5.36K
$643K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
716+ 17.43% |
$46K - $62.9K
|
4.82K
$579K
|
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
711+ 8.67% |
$45.7K - $62.5K
|
8.92K
$1.07M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
679+ 7.02% |
$43.6K - $59.7K
|
10.4K
$1.24M
|
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
675+ 6.06% |
$43.4K - $59.3K
|
11.8K
$1.42M
|
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
674+ 3.3% |
$43.3K - $59.2K
|
21.1K
$2.53M
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
673+ 26.53% |
$43.3K - $59.2K
|
3.21K
$385K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
671+ 18.01% |
$43.1K - $59K
|
4.4K
$528K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
629+ 8.7% |
$40.4K - $55.3K
|
7.86K
$944K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
626+ 5.69% |
$40.2K - $55K
|
11.6K
$1.4M
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
621+ 15.56% |
$39.9K - $54.6K
|
4.61K
$554K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
601+ 7.94% |
$38.6K - $52.8K
|
8.17K
$980K
|
|
|
Nov 03, 2021
Q3 2021
|
Montgomery Investment Management Inc
|
BUY
|
- |
600+ 0.97% |
$38.6K - $52.7K
|
62.5K
$7.5M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
599+ 15.66% |
$38.5K - $52.7K
|
4.42K
$531K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
587+ 18.63% |
$37.7K - $51.6K
|
3.74K
$449K
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
585+ 9.49% |
$37.6K - $51.4K
|
6.75K
$810K
|
|
|
Oct 15, 2021
Q3 2021
|
Insight Folios Inc
|
BUY
|
- |
553+ 18.37% |
$35.5K - $48.6K
|
3.56K
$428K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
529+ 29.28% |
$34K - $46.5K
|
2.34K
$280K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
523+ 7.51% |
$33.6K - $46K
|
7.49K
$899K
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
519+ 7.52% |
$33.4K - $45.6K
|
7.42K
$891K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
511+ 9.15% |
$32.8K - $44.9K
|
6.1K
$732K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
510+ 7.18% |
$32.8K - $44.8K
|
7.61K
$914K
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
507+ 1.59% |
$32.6K - $44.6K
|
32.3K
$3.88M
|
|
|
Nov 02, 2021
Q3 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
500+ 7.6% |
$32.1K - $44K
|
7.08K
$850K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
500+ 11.65% |
$32.1K - $44K
|
4.79K
$575K
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
500New |
$32.1K - $44K
|
500
$60K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
490+ 11.05% |
$31.5K - $43.1K
|
4.92K
$591K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
479New |
$30.8K - $42.1K
|
479
$57.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
476+ 7.72% |
$30.6K - $41.8K
|
6.64K
$797K
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
465New |
$29.9K - $40.9K
|
465
$55.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
464+ 8.08% |
$29.8K - $40.8K
|
6.21K
$745K
|