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
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.6K+ 15.36% |
$1.48M - $1.81M
|
162K
$21.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
20.7KNew |
$1.42M - $1.73M
|
20.7K
$2.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Ing Groep Nv
|
BUY
|
- |
20.4K+ 55.53% |
$1.4M - $1.71M
|
57.2K
$7.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
19.6K+ 31.29% |
$1.35M - $1.64M
|
82.2K
$10.7M
|
|
|
Dec 01, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
19.6K+ 31.29% |
$1.35M - $1.64M
|
82.2K
$10.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
19.4KNew |
$1.33M - $1.63M
|
19.4K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
19.2K+ 511.59% |
$1.32M - $1.61M
|
23K
$2.98M
|
|
|
Mar 09, 2022
Q4 2021
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
18.6KNew |
$1.28M - $1.56M
|
18.6K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
17.8KNew |
$1.23M - $1.49M
|
17.8K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
17.8K+ 34.53% |
$1.22M - $1.49M
|
69.3K
$8.99M
|
|
|
Mar 10, 2022
Q4 2021
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
17.7KNew |
$1.21M - $1.48M
|
17.7K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17.2K+ 2.59% |
$1.18M - $1.44M
|
682K
$88.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
17.2K+ 5.72% |
$1.18M - $1.44M
|
318K
$41.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
17.2K+ 93.41% |
$1.18M - $1.44M
|
35.5K
$4.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
16.9K+ 24.98% |
$1.16M - $1.42M
|
84.8K
$11M
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
16.9K+ 2.98% |
$1.16M - $1.41M
|
583K
$75.6M
|
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
16.8KNew |
$1.16M - $1.41M
|
16.8K
$2.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
16.7K+ 122.87% |
$1.15M - $1.4M
|
30.3K
$3.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
16.6KNew |
$1.14M - $1.39M
|
16.6K
$2.15M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
16.3K+ 73.35% |
$1.12M - $1.37M
|
38.5K
$5M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
16.3KNew |
$1.12M - $1.36M
|
16.3K
$2.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
15.5K+ 151.01% |
$1.06M - $1.3M
|
25.7K
$3.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15.2K+ 8.88% |
$1.04M - $1.27M
|
186K
$24.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
15KNew |
$1.03M - $1.25M
|
15K
$1.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
14.9K+ 389.43% |
$1.02M - $1.25M
|
18.7K
$2.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
14.6K+ 29.75% |
$1M - $1.22M
|
63.8K
$8.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
14.6K+ 14.9% |
$999K - $1.22M
|
112K
$14.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
14.2KNew |
$976K - $1.19M
|
14.2K
$1.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
14.2K+ 2.02% |
$974K - $1.19M
|
716K
$92.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
14KNew |
$960K - $1.17M
|
14K
$1.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
14KNew |
$959K - $1.17M
|
14K
$1.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
13.8K+ 36.82% |
$947K - $1.15M
|
51.2K
$6.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.7K+ 49.27% |
$941K - $1.15M
|
41.5K
$5.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.5K+ 9.17% |
$928K - $1.13M
|
161K
$20.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
13.4K+ 33.78% |
$918K - $1.12M
|
53K
$6.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 6.77% |
$916K - $1.12M
|
210K
$27.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.3K+ 7.11% |
$916K - $1.12M
|
201K
$26M
|
|
|
Feb 03, 2022
Q4 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
12.5K+ 10.84% |
$858K - $1.05M
|
128K
$16.6M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.8K+ 62.84% |
$813K - $991K
|
30.7K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
11.7KNew |
$805K - $981K
|
11.7K
$1.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.7K+ 9.28% |
$803K - $980K
|
138K
$17.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.5KNew |
$790K - $963K
|
11.5K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.3K+ 12.6% |
$778K - $949K
|
101K
$13.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
11.1K+ 22.17% |
$762K - $929K
|
61.1K
$7.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.8KNew |
$744K - $907K
|
10.8K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10.7KNew |
$736K - $898K
|
10.7K
$1.39M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.3KNew |
$709K - $865K
|
10.3K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.2K+ 79.24% |
$700K - $854K
|
23.1K
$2.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
10.1K+ 9.34% |
$695K - $848K
|
118K
$15.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$693K - $844K
|
10.1K
$1.31M
|