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 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.5K- 74.36% |
$172K - $209K
|
862
$95.1K
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
SELL
|
- |
-2.56KClosed |
$176K - $215K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-2.57KClosed |
$176K - $215K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.58K- 47.24% |
$177K - $216K
|
2.88K
$318K
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2.66K- 40.36% |
$183K - $223K
|
3.93K
$434K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.68K- 5.24% |
$184K - $224K
|
48.5K
$5.35M
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-2.71K- 5.5% |
$186K - $227K
|
46.5K
$5.13M
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.86KClosed |
$196K - $239K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.9K- 34.16% |
$199K - $243K
|
5.59K
$617K
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.93K- 93.02% |
$201K - $246K
|
220
$24.3K
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.94KClosed |
$202K - $246K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.95K- 11.04% |
$202K - $247K
|
23.7K
$2.62M
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
SELL
|
- |
-2.96KClosed |
$203K - $248K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-2.97K- 27.24% |
$204K - $249K
|
7.93K
$876K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.98KClosed |
$205K - $250K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.98KClosed |
$205K - $250K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-2.99K- 40.09% |
$205K - $250K
|
4.46K
$493K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3KClosed |
$206K - $251K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.01KClosed |
$207K - $252K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-3.03KClosed |
$208K - $254K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.11KClosed |
$213K - $260K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.11K- 10.19% |
$214K - $261K
|
27.4K
$3.03M
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.13KClosed |
$215K - $262K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
SELL
|
- |
-3.13K- 6.58% |
$215K - $262K
|
44.5K
$4.91M
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.18K- 24.13% |
$218K - $266K
|
9.98K
$1.1M
|
|
Feb 14, 2022
Q4 2021
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-3.19KClosed |
$219K - $267K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-3.43K- 19.95% |
$236K - $288K
|
13.8K
$1.52M
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.48K- 17.17% |
$239K - $291K
|
16.8K
$1.85M
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.49KClosed |
$240K - $292K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.62K- 26.93% |
$249K - $303K
|
9.83K
$1.09M
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.63K- 8.03% |
$249K - $304K
|
41.5K
$4.58M
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-3.64KClosed |
$250K - $305K
|
0
$0
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.65K- 1.62% |
$251K - $306K
|
222K
$24.5M
|
|
Feb 15, 2022
Q4 2021
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-3.67K- 29.41% |
$252K - $307K
|
8.8K
$972K
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.74KClosed |
$257K - $313K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.75KClosed |
$258K - $314K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-3.77KClosed |
$259K - $316K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-3.78KClosed |
$260K - $316K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-3.82K- 4.72% |
$262K - $320K
|
77.1K
$8.5M
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.88KClosed |
$266K - $325K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.98KClosed |
$273K - $333K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-4.02K- 1.77% |
$276K - $336K
|
223K
$24.6M
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-4.03K- 4.52% |
$277K - $338K
|
85.3K
$9.41M
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-4.15KClosed |
$285K - $347K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.3K- 58.12% |
$295K - $360K
|
3.1K
$342K
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
SELL
|
- |
-4.39K- 10.79% |
$302K - $368K
|
36.3K
$4.01M
|
|
May 03, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.4K- 26.07% |
$302K - $368K
|
12.5K
$1.38M
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-4.4KClosed |
$302K - $369K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.58K- 1.81% |
$314K - $383K
|
249K
$27.4M
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.58K- 25.5% |
$315K - $384K
|
13.4K
$1.48M
|