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 14, 2022
Q4 2021
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
10K+ 20.0% |
$687K - $837K
|
60K
$7.78M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
9.87KNew |
$678K - $826K
|
9.87K
$1.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.85K+ 23.34% |
$676K - $825K
|
52K
$6.75M
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
9.76K+ 28.24% |
$670K - $817K
|
44.3K
$5.75M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.46K+ 15.47% |
$650K - $792K
|
70.6K
$9.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
9.35KNew |
$642K - $783K
|
9.35K
$1.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.11K+ 3.82% |
$626K - $763K
|
248K
$32.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
9.08KNew |
$623K - $760K
|
9.08K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9K+ 114.16% |
$618K - $753K
|
16.9K
$2.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.77K+ 28.6% |
$602K - $734K
|
39.4K
$5.12M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
8.72KNew |
$599K - $730K
|
8.72K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.67K+ 169.56% |
$595K - $726K
|
13.8K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.6K+ 6.58% |
$590K - $720K
|
139K
$18.1M
|
|
|
Feb 15, 2022
Q4 2021
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
8.58K+ 1.43% |
$589K - $718K
|
609K
$79M
|
|
|
Feb 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
8.55K+ 8.26% |
$587K - $716K
|
112K
$14.5M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
8.53KNew |
$586K - $714K
|
8.53K
$1.11M
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.52KNew |
$585K - $713K
|
8.52K
$1.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.47K+ 30.11% |
$582K - $709K
|
36.6K
$4.75M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
8.4KNew |
$577K - $703K
|
8.4K
$1.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
8.33K+ 34.11% |
$572K - $698K
|
32.8K
$4.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.28K+ 26.11% |
$569K - $693K
|
40K
$5.19M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
8.21KNew |
$564K - $687K
|
8.21K
$1.06M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
8.17KNew |
$561K - $684K
|
8.17K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.05K+ 158.43% |
$553K - $674K
|
13.1K
$1.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
8K+ 128.65% |
$549K - $670K
|
14.2K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.96KNew |
$547K - $667K
|
7.96K
$1.03M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7.92KNew |
$544K - $663K
|
7.92K
$1.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
7.73K+ 114.58% |
$531K - $647K
|
14.5K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
7.61KNew |
$522K - $637K
|
7.61K
$986K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.49K+ 6402.56% |
$514K - $627K
|
7.61K
$987K
|
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.37K+ 3.71% |
$506K - $617K
|
206K
$26.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7.36KNew |
$505K - $616K
|
7.36K
$954K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7.28K+ 17.01% |
$500K - $609K
|
50.1K
$6.49M
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7.28K+ 17.01% |
$500K - $609K
|
50.1K
$6.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.27K+ 11.53% |
$499K - $609K
|
70.3K
$9.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.26K+ 3.22% |
$499K - $608K
|
233K
$30.2M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
7.17KNew |
$492K - $600K
|
7.17K
$930K
|
|
|
Feb 14, 2022
Q4 2021
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
7.09KNew |
$487K - $594K
|
7.09K
$920K
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.99KNew |
$480K - $585K
|
6.99K
$906K
|
|
|
May 23, 2022
Q4 2021
|
Chelsea Counsel CO
|
BUY
|
- |
6.8KNew |
$467K - $570K
|
6.8K
$882K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.72KNew |
$461K - $562K
|
6.72K
$871K
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
6.7KNew |
$460K - $561K
|
6.7K
$869K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
6.69K+ 0.84% |
$460K - $560K
|
800K
$104M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
6.43KNew |
$441K - $538K
|
6.43K
$833K
|
|
|
Jan 12, 2022
Q4 2021
|
Hikari Power LTD
|
BUY
|
- |
6.41K+ 3.49% |
$440K - $537K
|
190K
$24.7M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6.38KNew |
$438K - $534K
|
6.38K
$828K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.36KNew |
$436K - $532K
|
6.36K
$824K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.21K+ 3785.37% |
$426K - $520K
|
6.37K
$826K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
6.16K+ 4.69% |
$423K - $516K
|
138K
$17.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.13KNew |
$421K - $513K
|
6.13K
$795K
|