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 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.07K+ 9.91% |
$73.3K - $89.3K
|
11.8K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.05K+ 1.19% |
$72.2K - $88.1K
|
89.4K
$9.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.05K+ 0.67% |
$72.1K - $87.9K
|
159K
$17.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
1.05K+ 8.25% |
$71.9K - $87.7K
|
13.7K
$1.52M
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.04K+ 4.83% |
$71.1K - $86.7K
|
22.5K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.03K+ 2.18% |
$70.4K - $85.8K
|
48K
$5.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.02K+ 3.97% |
$70.3K - $85.7K
|
26.8K
$2.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.02K+ 0.97% |
$70K - $85.4K
|
106K
$11.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1KNew |
$68.7K - $83.7K
|
1K
$110K
|
|
|
Jan 25, 2022
Q4 2021
|
Argyle Capital Management Inc.
|
BUY
|
- |
1K+ 4.13% |
$68.7K - $83.7K
|
25.2K
$2.79M
|
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
1K+ 1818.18% |
$68.7K - $83.7K
|
1.06K
$116K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1K+ 340.14% |
$68.7K - $83.7K
|
1.29K
$143K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1KNew |
$68.7K - $83.7K
|
1K
$110K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
994New |
$68.3K - $83.2K
|
994
$110K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
989+ 26.63% |
$67.9K - $82.8K
|
4.7K
$519K
|
|
|
Feb 09, 2022
Q4 2021
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
975+ 9.83% |
$67K - $81.6K
|
10.9K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
966New |
$66.3K - $80.9K
|
966
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
952+ 6.56% |
$65.4K - $79.7K
|
15.5K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
949+ 36.73% |
$65.2K - $79.5K
|
3.53K
$390K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
938+ 13.36% |
$64.4K - $78.5K
|
7.96K
$879K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
933New |
$64.1K - $78.1K
|
933
$103K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
917+ 24.52% |
$63K - $76.8K
|
4.66K
$514K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
907+ 8.16% |
$62.3K - $75.9K
|
12K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
900+ 17.48% |
$61.8K - $75.4K
|
6.05K
$668K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
893+ 22.21% |
$61.3K - $74.8K
|
4.91K
$542K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
884+ 1.94% |
$60.7K - $74K
|
46.4K
$5.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
870+ 23.93% |
$59.7K - $72.8K
|
4.51K
$497K
|
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
817+ 4.28% |
$56.1K - $68.4K
|
19.9K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
803+ 17.01% |
$55.1K - $67.2K
|
5.53K
$610K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
800+ 0.48% |
$54.9K - $67K
|
166K
$18.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
793New |
$54.5K - $66.4K
|
793
$87.5K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
789+ 2.52% |
$54.2K - $66.1K
|
32.1K
$3.54M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
771+ 7.02% |
$52.9K - $64.6K
|
11.8K
$1.3M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
766New |
$52.6K - $64.1K
|
766
$84.5K
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
761+ 2.19% |
$52.3K - $63.7K
|
35.5K
$3.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
750+ 375.0% |
$51.5K - $62.8K
|
950
$105K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
732+ 10.84% |
$50.3K - $61.3K
|
7.48K
$826K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
727New |
$49.9K - $60.9K
|
727
$80.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
709+ 5.65% |
$48.7K - $59.4K
|
13.3K
$1.46M
|
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
700+ 12.17% |
$48.1K - $58.6K
|
6.45K
$712K
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
672+ 15.19% |
$46.1K - $56.3K
|
5.1K
$562K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
659+ 12.29% |
$45.3K - $55.2K
|
6.02K
$664K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
657+ 2.11% |
$45.1K - $55K
|
31.8K
$3.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
656New |
$45K - $54.9K
|
656
$72.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
BUY
|
- |
651+ 8.99% |
$44.7K - $54.5K
|
7.89K
$871K
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
BUY
|
- |
650+ 9.88% |
$44.6K - $54.4K
|
7.23K
$798K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
647+ 3.77% |
$44.4K - $54.2K
|
17.8K
$1.97M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
642New |
$44.1K - $53.8K
|
642
$70.9K
|
|
|
Aug 08, 2022
Q4 2021
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
641New |
$44K - $53.7K
|
641
$70.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
607+ 9.99% |
$41.7K - $50.8K
|
6.68K
$738K
|