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 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-636- 7.25% |
$43.7K - $53.3K
|
8.14K
$898K
|
|
|
Jan 12, 2022
Q4 2021
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-647- 2.42% |
$44.4K - $54.2K
|
26.1K
$2.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-647- 1.45% |
$44.4K - $54.2K
|
44.1K
$4.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-673- 2.71% |
$46.2K - $56.4K
|
24.2K
$2.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-691- 5.58% |
$47.5K - $57.9K
|
11.7K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-706- 16.52% |
$48.5K - $59.1K
|
3.57K
$394K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-713- 19.93% |
$49K - $59.7K
|
2.87K
$316K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-722Closed |
$49.6K - $60.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-723- 8.85% |
$49.6K - $60.5K
|
7.44K
$822K
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-728- 6.16% |
$50K - $61K
|
11.1K
$1.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-731- 0.81% |
$50.2K - $61.2K
|
89.4K
$9.87M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-732- 5.44% |
$50.3K - $61.3K
|
12.7K
$1.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-750- 1.08% |
$51.5K - $62.8K
|
68.4K
$7.55M
|
|
|
Feb 02, 2022
Q4 2021
|
Wilen Investment Management Corp.
|
SELL
|
- |
-750- 3.31% |
$51.5K - $62.8K
|
21.9K
$2.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-754- 1.32% |
$51.8K - $63.1K
|
56.2K
$6.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-760- 11.12% |
$52.2K - $63.6K
|
6.08K
$671K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-761- 1.66% |
$52.3K - $63.7K
|
45K
$4.97M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-765- 4.4% |
$52.5K - $64.1K
|
16.6K
$1.83M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$54.9K - $67K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-800- 14.0% |
$54.9K - $67K
|
4.92K
$543K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-805Closed |
$55.3K - $67.4K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-823- 9.27% |
$56.5K - $68.9K
|
8.05K
$889K
|
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-830- 1.12% |
$57K - $69.5K
|
73.1K
$8.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-847- 6.8% |
$58.2K - $70.9K
|
11.6K
$1.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-856- 14.14% |
$58.8K - $71.7K
|
5.2K
$574K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-862- 3.45% |
$59.2K - $72.2K
|
24.1K
$2.66M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-870- 4.74% |
$59.7K - $72.8K
|
17.5K
$1.93M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-890- 14.26% |
$61.1K - $74.5K
|
5.35K
$591K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-897- 22.96% |
$61.6K - $75.1K
|
3.01K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-900- 2.66% |
$61.8K - $75.4K
|
33K
$3.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-908- 12.97% |
$62.4K - $76K
|
6.09K
$672K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-918- 4.58% |
$63K - $76.9K
|
19.1K
$2.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-923- 0.36% |
$63.4K - $77.3K
|
258K
$28.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-932- 49.21% |
$64K - $78K
|
962
$106K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-952- 81.93% |
$65.4K - $79.7K
|
210
$23.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-963- 6.24% |
$66.1K - $80.6K
|
14.5K
$1.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-990- 5.24% |
$68K - $82.9K
|
17.9K
$1.98M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-993- 9.79% |
$68.2K - $83.1K
|
9.15K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-996- 23.5% |
$68.4K - $83.4K
|
3.24K
$358K
|
|
|
Jan 25, 2022
Q4 2021
|
Meyer Handelman CO
|
SELL
|
- |
-1K- 1.88% |
$68.7K - $83.7K
|
52.1K
$5.75M
|
|
|
Jan 14, 2022
Q4 2021
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-1.02K- 3.97% |
$69.9K - $85.2K
|
24.6K
$2.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.05K- 16.23% |
$71.9K - $87.7K
|
5.41K
$597K
|
|
|
Feb 11, 2022
Q4 2021
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-1.05K- 0.7% |
$72.1K - $87.9K
|
149K
$16.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.09KClosed |
$75.1K - $91.5K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.1K- 10.15% |
$75.2K - $91.7K
|
9.69K
$1.07M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.1K- 5.03% |
$75.5K - $92.1K
|
20.8K
$2.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.1K- 3.0% |
$75.5K - $92.1K
|
35.6K
$3.92M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.1K- 18.85% |
$75.8K - $92.4K
|
4.75K
$525K
|
|
|
Feb 15, 2022
Q4 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.12K- 1.51% |
$76.8K - $93.7K
|
72.9K
$8.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-1.13K- 2.57% |
$77.6K - $94.6K
|
42.9K
$4.73M
|