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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-16- 0.2% |
$1.1K - $1.34K
|
8.15K
$899K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-17- 0.37% |
$1.17K - $1.42K
|
4.61K
$509K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21- 0.18% |
$1.44K - $1.76K
|
11.8K
$1.3M
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-23- 2.89% |
$1.58K - $1.93K
|
772
$85.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-23Closed |
$1.58K - $1.93K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-23- 3.87% |
$1.58K - $1.93K
|
571
$63K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-24- 0.52% |
$1.65K - $2.01K
|
4.62K
$510K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-24- 23.3% |
$1.65K - $2.01K
|
79
$8.72K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25- 9.09% |
$1.72K - $2.09K
|
250
$27.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-25- 0.35% |
$1.72K - $2.09K
|
7.03K
$775K
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-26- 0.4% |
$1.79K - $2.18K
|
6.53K
$720K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-27- 0.7% |
$1.85K - $2.26K
|
3.86K
$425K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-28- 2.22% |
$1.92K - $2.34K
|
1.23K
$136K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-30- 0.23% |
$2.06K - $2.51K
|
13.1K
$1.44M
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-31- 0.57% |
$2.13K - $2.6K
|
5.43K
$599K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-32- 0.17% |
$2.2K - $2.68K
|
19.2K
$2.12M
|
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-32Closed |
$2.2K - $2.68K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-36- 0.89% |
$2.47K - $3.01K
|
3.99K
$441K
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-36- 0.52% |
$2.47K - $3.01K
|
6.85K
$756K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-36Closed |
$2.47K - $3.01K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-37- 1.86% |
$2.54K - $3.1K
|
1.95K
$215K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-38- 0.24% |
$2.61K - $3.18K
|
15.8K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-38- 0.43% |
$2.61K - $3.18K
|
8.77K
$968K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-42- 5.66% |
$2.88K - $3.52K
|
700
$77.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-42- 0.49% |
$2.88K - $3.52K
|
8.52K
$941K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-45Closed |
$3.09K - $3.77K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-46- 1.98% |
$3.16K - $3.85K
|
2.28K
$251K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-47- 4.52% |
$3.23K - $3.94K
|
993
$110K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-47- 0.08% |
$3.23K - $3.94K
|
62.1K
$6.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-49- 9.01% |
$3.36K - $4.1K
|
495
$54.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-50- 0.92% |
$3.43K - $4.19K
|
5.36K
$591K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-50- 33.33% |
$3.43K - $4.19K
|
100
$11K
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-50- 0.4% |
$3.43K - $4.19K
|
12.3K
$1.36M
|
|
|
Mar 01, 2022
Q4 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-50- 0.27% |
$3.43K - $4.19K
|
18.4K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.09% |
$3.43K - $4.19K
|
55K
$6.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 5.26% |
$3.43K - $4.19K
|
900
$99.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-50- 34.97% |
$3.43K - $4.19K
|
93
$10.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-51- 0.95% |
$3.5K - $4.27K
|
5.31K
$586K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-51- 36.17% |
$3.5K - $4.27K
|
90
$9.93K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-52- 0.77% |
$3.57K - $4.35K
|
6.67K
$736K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-57- 1.25% |
$3.91K - $4.77K
|
4.49K
$496K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-60- 0.77% |
$4.12K - $5.02K
|
7.71K
$851K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-62- 27.31% |
$4.26K - $5.19K
|
165
$18.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-63- 1.29% |
$4.33K - $5.27K
|
4.82K
$532K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-63Closed |
$4.33K - $5.27K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-67- 1.33% |
$4.6K - $5.61K
|
4.95K
$547K
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-75- 0.71% |
$5.15K - $6.28K
|
10.5K
$1.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-78- 2.72% |
$5.36K - $6.53K
|
2.79K
$308K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-79- 0.56% |
$5.42K - $6.61K
|
14K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-79Closed |
$5.42K - $6.61K
|
0
$0
|