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 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
332New |
$22.8K - $27.8K
|
332
$41.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
330+ 8.95% |
$22.7K - $27.6K
|
4.02K
$502K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
327+ 6.05% |
$22.5K - $27.4K
|
5.73K
$716K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
316New |
$21.7K - $26.5K
|
316
$39.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
316+ 6.85% |
$21.7K - $26.5K
|
4.93K
$616K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.27% |
$20.6K - $25.1K
|
110K
$13.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
300+ 10.0% |
$20.6K - $25.1K
|
3.3K
$413K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
300+ 70.42% |
$20.6K - $25.1K
|
726
$90.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
300+ 1.13% |
$20.6K - $25.1K
|
26.8K
$3.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
300+ 0.31% |
$20.6K - $25.1K
|
96K
$12M
|
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
BUY
|
- |
295+ 4.83% |
$20.3K - $24.7K
|
6.4K
$800K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
290+ 5.89% |
$19.9K - $24.3K
|
5.21K
$652K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
290+ 134.88% |
$19.9K - $24.3K
|
505
$63.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
279New |
$19.2K - $23.4K
|
279
$34.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
275+ 4.37% |
$18.9K - $23K
|
6.57K
$821K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
251+ 16.34% |
$17.2K - $21K
|
1.79K
$223K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
250New |
$17.2K - $20.9K
|
250
$31.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
250New |
$17.2K - $20.9K
|
250
$31.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
249+ 3.98% |
$17.1K - $20.8K
|
6.5K
$813K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
246+ 0.23% |
$16.9K - $20.6K
|
108K
$13.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
239New |
$16.4K - $20K
|
239
$29.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
238New |
$16.3K - $19.9K
|
238
$29.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
237New |
$16.3K - $19.8K
|
237
$29.6K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
231+ 6.67% |
$15.9K - $19.3K
|
3.69K
$462K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
230+ 0.62% |
$15.8K - $19.3K
|
37.5K
$4.68M
|
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
BUY
|
- |
229+ 1.15% |
$15.7K - $19.2K
|
20.1K
$2.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
227+ 2.01% |
$15.6K - $19K
|
11.5K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
225+ 0.68% |
$15.5K - $18.8K
|
33.5K
$4.19M
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
225New |
$15.5K - $18.8K
|
225
$28.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
218+ 8.16% |
$15K - $18.3K
|
2.89K
$361K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
215+ 1.86% |
$14.8K - $18K
|
11.7K
$1.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
214+ 7.11% |
$14.7K - $17.9K
|
3.22K
$403K
|
|
|
Jan 25, 2022
Q4 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
210+ 0.19% |
$14.4K - $17.6K
|
109K
$13.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
210+ 4.77% |
$14.4K - $17.6K
|
4.61K
$577K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
208New |
$14.3K - $17.4K
|
208
$26K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
208+ 0.65% |
$14.3K - $17.4K
|
32.1K
$4.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
205+ 5.33% |
$14.1K - $17.2K
|
4.05K
$506K
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
BUY
|
- |
200+ 3.4% |
$13.7K - $16.7K
|
6.07K
$759K
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
200+ 1.49% |
$13.7K - $16.7K
|
13.6K
$1.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
200+ 2.74% |
$13.7K - $16.7K
|
7.5K
$937K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.73% |
$13.7K - $16.7K
|
27.5K
$3.44M
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
200New |
$13.7K - $16.7K
|
200
$25K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.25% |
$13.7K - $16.7K
|
79.4K
$9.92M
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
186+ 5.22% |
$12.8K - $15.6K
|
3.75K
$469K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
185+ 8.42% |
$12.7K - $15.5K
|
2.38K
$298K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
179New |
$12.3K - $15K
|
179
$22.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
176+ 2.05% |
$12.1K - $14.7K
|
8.76K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
175New |
$12K - $14.7K
|
175
$21.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
172+ 2.32% |
$11.8K - $14.4K
|
7.58K
$947K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
171+ 3.03% |
$11.7K - $14.3K
|
5.82K
$727K
|