Purchases and Sales Made in Q4 2021 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
603+ 2.84% |
$41.4K - $50.5K
|
21.8K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
594+ 1.87% |
$40.8K - $49.7K
|
32.3K
$3.57M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
579+ 3.51% |
$39.8K - $48.5K
|
17.1K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
578+ 8.04% |
$39.7K - $48.4K
|
7.77K
$857K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
575+ 10.99% |
$39.5K - $48.1K
|
5.81K
$641K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
568+ 4.76% |
$39K - $47.6K
|
12.5K
$1.38M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
559+ 5.63% |
$38.4K - $46.8K
|
10.5K
$1.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
559+ 8.95% |
$38.4K - $46.8K
|
6.8K
$751K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
554+ 10.94% |
$38K - $46.4K
|
5.62K
$620K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
553+ 11.03% |
$38K - $46.3K
|
5.57K
$614K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
534+ 10.74% |
$36.7K - $44.7K
|
5.51K
$608K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
528New |
$36.3K - $44.2K
|
528
$58.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
518New |
$35.6K - $43.4K
|
518
$57.2K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
512New |
$35.2K - $42.9K
|
512
$56.5K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
504New |
$34.6K - $42.2K
|
504
$55.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
502+ 1.41% |
$34.5K - $42K
|
36.1K
$3.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500+ 261.78% |
$34.3K - $41.9K
|
691
$76.3K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
500+ 33.24% |
$34.3K - $41.9K
|
2K
$221K
|
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
491+ 14.57% |
$33.7K - $41.1K
|
3.86K
$426K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
485+ 16.47% |
$33.3K - $40.6K
|
3.43K
$379K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
481+ 4.23% |
$33K - $40.3K
|
11.9K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
473+ 7.95% |
$32.5K - $39.6K
|
6.42K
$709K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
469+ 1.38% |
$32.2K - $39.3K
|
34.5K
$3.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
460New |
$31.6K - $38.5K
|
460
$50.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
455+ 18.75% |
$31.2K - $38.1K
|
2.88K
$318K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
454+ 0.54% |
$31.2K - $38K
|
84.6K
$9.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
450New |
$30.9K - $37.7K
|
450
$49.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
444+ 61.67% |
$30.5K - $37.2K
|
1.16K
$128K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
428New |
$29.4K - $35.8K
|
428
$47.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Cardinal Capital Management
|
BUY
|
- |
419+ 2.19% |
$28.8K - $35.1K
|
19.6K
$2.16M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
415+ 402.91% |
$28.5K - $34.7K
|
518
$57.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
409+ 1.55% |
$28.1K - $34.2K
|
26.7K
$2.95M
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
408+ 8.29% |
$28K - $34.2K
|
5.33K
$588K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
406New |
$27.9K - $34K
|
406
$44.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
400+ 2.14% |
$27.5K - $33.5K
|
19.1K
$2.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
399+ 7.89% |
$27.4K - $33.4K
|
5.46K
$602K
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
396+ 10.02% |
$27.2K - $33.2K
|
4.35K
$480K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
393New |
$27K - $32.9K
|
393
$43.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
391+ 103.71% |
$26.8K - $32.7K
|
768
$84.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
390+ 0.68% |
$26.8K - $32.7K
|
57.9K
$6.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
381+ 1.4% |
$26.2K - $31.9K
|
27.7K
$3.06M
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
356+ 1.41% |
$24.4K - $29.8K
|
25.5K
$2.82M
|
|
|
Feb 02, 2022
Q4 2021
|
Alta Capital Management LLC
|
BUY
|
- |
355+ 0.95% |
$24.4K - $29.7K
|
37.9K
$4.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
351+ 0.37% |
$24.1K - $29.4K
|
96.4K
$10.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
343+ 2.05% |
$23.6K - $28.7K
|
17.1K
$1.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
343+ 13.16% |
$23.6K - $28.7K
|
2.95K
$325K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
341+ 60.78% |
$23.4K - $28.6K
|
902
$99.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
333+ 5.46% |
$22.9K - $27.9K
|
6.43K
$710K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
332New |
$22.8K - $27.8K
|
332
$36.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
330+ 8.95% |
$22.7K - $27.6K
|
4.02K
$444K
|