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 01, 2021
Q3 2021
|
Bank Ozk
|
BUY
|
- |
224+ 3.19% |
$14.4K - $19.7K
|
7.24K
$869K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
221+ 3.67% |
$14.2K - $19.4K
|
6.24K
$749K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
221+ 0.65% |
$14.2K - $19.4K
|
34.2K
$4.11M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
216+ 3.69% |
$13.9K - $19K
|
6.08K
$729K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
215New |
$13.8K - $18.9K
|
215
$25.8K
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
214+ 1.2% |
$13.8K - $18.8K
|
18.1K
$2.17M
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
203+ 2.88% |
$13K - $17.8K
|
7.25K
$870K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
202+ 7.19% |
$13K - $17.8K
|
3.01K
$361K
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
200+ 5.54% |
$12.9K - $17.6K
|
3.81K
$457K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
200+ 81.63% |
$12.9K - $17.6K
|
445
$53.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
200+ 1.01% |
$12.9K - $17.6K
|
19.9K
$2.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
197+ 0.98% |
$12.7K - $17.3K
|
20.4K
$2.45M
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
193+ 1.56% |
$12.4K - $17K
|
12.6K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
189+ 2.32% |
$12.1K - $16.6K
|
8.34K
$1M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
185+ 1.35% |
$11.9K - $16.3K
|
13.9K
$1.67M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
185New |
$11.9K - $16.3K
|
185
$22.2K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
185+ 1.35% |
$11.9K - $16.3K
|
13.9K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
175+ 4.79% |
$11.2K - $15.4K
|
3.83K
$460K
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
170+ 1.0% |
$10.9K - $14.9K
|
17.2K
$2.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
164+ 0.46% |
$10.5K - $14.4K
|
35.6K
$4.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
160+ 12.47% |
$10.3K - $14.1K
|
1.44K
$173K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
152+ 0.3% |
$9.77K - $13.4K
|
50.9K
$6.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
151+ 5.55% |
$9.7K - $13.3K
|
2.87K
$345K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
150+ 54.74% |
$9.64K - $13.2K
|
424
$50.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
150+ 194.81% |
$9.64K - $13.2K
|
227
$27.2K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150+ 6.89% |
$9.64K - $13.2K
|
2.33K
$279K
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
141+ 1.14% |
$9.06K - $12.4K
|
12.6K
$1.51M
|
|
|
Nov 10, 2021
Q3 2021
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
141+ 1.28% |
$9.06K - $12.4K
|
11.2K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
141New |
$9.06K - $12.4K
|
141
$16.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
138New |
$8.87K - $12.1K
|
138
$16.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
137+ 2.16% |
$8.8K - $12K
|
6.49K
$779K
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
BUY
|
- |
136+ 0.34% |
$8.74K - $12K
|
40.7K
$4.89M
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
135+ 1.18% |
$8.68K - $11.9K
|
11.5K
$1.38M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
133+ 0.71% |
$8.55K - $11.7K
|
18.9K
$2.27M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
133+ 2.41% |
$8.55K - $11.7K
|
5.64K
$678K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
133+ 1330.0% |
$8.55K - $11.7K
|
143
$17.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
132+ 40.49% |
$8.48K - $11.6K
|
458
$55K
|
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
BUY
|
- |
128+ 1.85% |
$8.23K - $11.3K
|
7.06K
$847K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
126+ 3.63% |
$8.1K - $11.1K
|
3.6K
$432K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
125New |
$8.03K - $11K
|
125
$15K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
123New |
$7.91K - $10.8K
|
123
$14.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
123+ 1.12% |
$7.91K - $10.8K
|
11.1K
$1.33M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
120+ 57.14% |
$7.71K - $10.5K
|
330
$39.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
117+ 3.07% |
$7.52K - $10.3K
|
3.93K
$472K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
114+ 1.2% |
$7.33K - $10K
|
9.65K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
109+ 1.2% |
$7.01K - $9.58K
|
9.22K
$1.11M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
107+ 15.48% |
$6.88K - $9.41K
|
798
$95.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
102+ 164.52% |
$6.56K - $8.97K
|
164
$19.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
100+ 147.06% |
$6.43K - $8.79K
|
168
$20.2K
|
|
|
Nov 18, 2021
Q3 2021
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
100+ 0.55% |
$6.43K - $8.79K
|
18.4K
$2.21M
|