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 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
68New |
$4.67K - $5.69K
|
68
$7.51K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$4.53K - $5.53K
|
66
$7.28K
|
|
|
Feb 01, 2022
Q4 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
66+ 1.76% |
$4.53K - $5.53K
|
3.81K
$421K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
64+ 1.25% |
$4.39K - $5.36K
|
5.18K
$572K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
62+ 0.23% |
$4.26K - $5.19K
|
27K
$2.98M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
61+ 1.06% |
$4.19K - $5.11K
|
5.81K
$641K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
60+ 1.29% |
$4.12K - $5.02K
|
4.73K
$522K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
59New |
$4.05K - $4.94K
|
59
$6.51K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
59+ 1.46% |
$4.05K - $4.94K
|
4.1K
$452K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
59+ 13.53% |
$4.05K - $4.94K
|
495
$54.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
56+ 4.35% |
$3.85K - $4.69K
|
1.34K
$148K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
55+ 500.0% |
$3.78K - $4.61K
|
66
$7.28K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
50+ 0.92% |
$3.43K - $4.19K
|
5.5K
$607K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
50New |
$3.43K - $4.19K
|
50
$5.52K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50+ 11.24% |
$3.43K - $4.19K
|
495
$54.6K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
49+ 980.0% |
$3.36K - $4.1K
|
54
$5.96K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
49+ 0.52% |
$3.36K - $4.1K
|
9.44K
$1.04M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
47+ 0.37% |
$3.23K - $3.94K
|
12.7K
$1.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
46New |
$3.16K - $3.85K
|
46
$5.08K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
46+ 1.8% |
$3.16K - $3.85K
|
2.61K
$288K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
45+ 66.18% |
$3.09K - $3.77K
|
113
$12.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
45New |
$3.09K - $3.77K
|
45
$4.97K
|
|
|
Jan 12, 2022
Q4 2021
|
Adams Asset Advisors, LLC
|
BUY
|
- |
43+ 0.06% |
$2.95K - $3.6K
|
71.2K
$7.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
43New |
$2.95K - $3.6K
|
43
$4.75K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
42+ 2.9% |
$2.88K - $3.52K
|
1.49K
$164K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
40New |
$2.75K - $3.35K
|
40
$4.41K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
38+ 1.17% |
$2.61K - $3.18K
|
3.28K
$362K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
38+ 0.66% |
$2.61K - $3.18K
|
5.82K
$642K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
35New |
$2.4K - $2.93K
|
35
$3.86K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
34+ 0.72% |
$2.33K - $2.85K
|
4.73K
$522K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
33New |
$2.27K - $2.76K
|
33
$3.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
33+ 4.21% |
$2.27K - $2.76K
|
817
$90.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
32+ 17.68% |
$2.2K - $2.68K
|
213
$23.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
31+ 63.27% |
$2.13K - $2.6K
|
80
$8.83K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
30New |
$2.06K - $2.51K
|
30
$3.31K
|
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
27+ 0.06% |
$1.85K - $2.26K
|
42.8K
$4.73M
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
BUY
|
- |
27+ 0.38% |
$1.85K - $2.26K
|
7.09K
$782K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
27+ 0.69% |
$1.85K - $2.26K
|
3.96K
$437K
|
|
|
Jan 31, 2022
Q4 2021
|
Inlet Private Wealth, LLC
|
BUY
|
- |
26+ 0.52% |
$1.79K - $2.18K
|
5.03K
$555K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
25+ 9.84% |
$1.72K - $2.09K
|
279
$30.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
25+ 0.87% |
$1.72K - $2.09K
|
2.91K
$321K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24+ 0.74% |
$1.65K - $2.01K
|
3.28K
$362K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
23New |
$1.58K - $1.93K
|
23
$2.54K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
23New |
$1.58K - $1.93K
|
23
$2.54K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
22+ 0.92% |
$1.51K - $1.84K
|
2.41K
$266K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 1.3% |
$1.24K - $1.51K
|
1.4K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
18+ 3.36% |
$1.24K - $1.51K
|
553
$61K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
16New |
$1.1K - $1.34K
|
16
$1.77K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
16+ 0.81% |
$1.1K - $1.34K
|
1.98K
$219K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
14+ 0.45% |
$961 - $1.17K
|
3.14K
$347K
|