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 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
SELL
|
- |
-375- 3.08% |
$25.8K - $31.4K
|
11.8K
$1.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-387- 6.99% |
$26.6K - $32.4K
|
5.15K
$568K
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-389- 2.16% |
$26.7K - $32.6K
|
17.6K
$1.94M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-392- 11.66% |
$26.9K - $32.8K
|
2.97K
$328K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-397- 6.22% |
$27.3K - $33.2K
|
5.98K
$660K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 32.31% |
$27.5K - $33.5K
|
838
$92.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-400- 4.91% |
$27.5K - $33.5K
|
7.75K
$855K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-400- 10.53% |
$27.5K - $33.5K
|
3.4K
$375K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-405- 3.22% |
$27.8K - $33.9K
|
12.2K
$1.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-406- 12.14% |
$27.9K - $34K
|
2.94K
$324K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-410- 12.95% |
$28.2K - $34.3K
|
2.76K
$304K
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-413- 6.87% |
$28.4K - $34.6K
|
5.6K
$618K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-416- 5.43% |
$28.6K - $34.8K
|
7.25K
$800K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-421- 1.22% |
$28.9K - $35.3K
|
34.2K
$3.78M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-421- 1.22% |
$28.9K - $35.3K
|
34.2K
$3.78M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-424- 1.84% |
$29.1K - $35.5K
|
22.6K
$2.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-425- 4.39% |
$29.2K - $35.6K
|
9.26K
$1.02M
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-435- 7.28% |
$29.9K - $36.4K
|
5.54K
$612K
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-436- 8.98% |
$29.9K - $36.5K
|
4.42K
$488K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-441- 10.01% |
$30.3K - $36.9K
|
3.96K
$437K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-442- 7.12% |
$30.4K - $37K
|
5.76K
$636K
|
|
|
Feb 10, 2022
Q4 2021
|
Achmea Investment Management B.V.
|
SELL
|
- |
-465Closed |
$31.9K - $38.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-475- 7.15% |
$32.6K - $39.8K
|
6.17K
$680K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-482- 2.6% |
$33.1K - $40.4K
|
18.1K
$2M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-485- 33.47% |
$33.3K - $40.6K
|
964
$106K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-486- 6.72% |
$33.4K - $40.7K
|
6.75K
$745K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-487- 5.32% |
$33.4K - $40.8K
|
8.67K
$957K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-488Closed |
$33.5K - $40.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-493- 3.61% |
$33.9K - $41.3K
|
13.2K
$1.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-495- 9.81% |
$34K - $41.4K
|
4.55K
$502K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-500- 7.99% |
$34.3K - $41.9K
|
5.76K
$636K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-504- 10.4% |
$34.6K - $42.2K
|
4.34K
$479K
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-518- 11.29% |
$35.6K - $43.4K
|
4.07K
$449K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-535- 5.08% |
$36.7K - $44.8K
|
10K
$1.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-536- 4.87% |
$36.8K - $44.9K
|
10.5K
$1.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-548- 1.11% |
$37.6K - $45.9K
|
48.6K
$5.37M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-556- 36.2% |
$38.2K - $46.6K
|
980
$108K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-565- 13.28% |
$38.8K - $47.3K
|
3.69K
$407K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-576- 6.98% |
$39.6K - $48.2K
|
7.68K
$848K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-579- 8.92% |
$39.8K - $48.5K
|
5.91K
$652K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-584- 2.47% |
$40.1K - $48.9K
|
23.1K
$2.54M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-586- 57.34% |
$40.2K - $49.1K
|
436
$48.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-589- 5.11% |
$40.4K - $49.3K
|
10.9K
$1.21M
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-596- 17.22% |
$40.9K - $49.9K
|
2.87K
$316K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-598- 17.54% |
$41.1K - $50.1K
|
2.81K
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-600- 7.1% |
$41.2K - $50.2K
|
7.86K
$867K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-600- 9.18% |
$41.2K - $50.2K
|
5.94K
$655K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-622- 14.76% |
$42.7K - $52.1K
|
3.59K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-623Closed |
$42.8K - $52.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-633- 11.63% |
$43.5K - $53K
|
4.81K
$531K
|