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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.01K+ 5.92% |
$138K - $168K
|
36K
$4.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
2.01K+ 17.24% |
$138K - $168K
|
13.6K
$1.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.95K+ 10.24% |
$134K - $164K
|
21K
$2.73M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.94K+ 81.5% |
$133K - $162K
|
4.32K
$560K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.92KNew |
$132K - $161K
|
1.92K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.92K+ 66.75% |
$132K - $160K
|
4.78K
$620K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
1.89K+ 4.36% |
$130K - $159K
|
45.3K
$5.87M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 203.18% |
$127K - $155K
|
2.77K
$359K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.85K+ 5.42% |
$127K - $155K
|
36.1K
$4.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.85K+ 2.45% |
$127K - $155K
|
77.3K
$10M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.8K+ 13.74% |
$124K - $151K
|
14.9K
$1.93M
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
1.72K+ 23.23% |
$118K - $144K
|
9.14K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.71K+ 32.34% |
$117K - $143K
|
6.99K
$906K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.71K+ 51.32% |
$117K - $143K
|
5.03K
$652K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.69K+ 1.55% |
$116K - $141K
|
110K
$14.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.69K+ 38.46% |
$116K - $141K
|
6.07K
$787K
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
1.64K+ 22.6% |
$113K - $137K
|
8.9K
$1.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.63K+ 3.44% |
$112K - $136K
|
49K
$6.35M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.63K+ 3.44% |
$112K - $136K
|
49K
$6.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.62K+ 46.97% |
$111K - $136K
|
5.08K
$658K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 11.57% |
$109K - $133K
|
15.3K
$1.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.59KNew |
$109K - $133K
|
1.59K
$206K
|
|
|
Jan 25, 2022
Q4 2021
|
Sws Partners
|
BUY
|
- |
1.58K+ 7.07% |
$109K - $132K
|
23.9K
$3.11M
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
1.57K+ 1.67% |
$108K - $132K
|
95.6K
$12.4M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.56K+ 25.41% |
$107K - $131K
|
7.72K
$1M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.55K+ 37.6% |
$106K - $130K
|
5.66K
$734K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.55KNew |
$106K - $129K
|
1.55K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.55K+ 1.12% |
$106K - $129K
|
139K
$18M
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.53K+ 3.22% |
$105K - $128K
|
49.1K
$6.37M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.48K+ 5.21% |
$102K - $124K
|
30K
$3.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.48K+ 23.52% |
$102K - $124K
|
7.78K
$1.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.47K+ 6.42% |
$101K - $123K
|
24.3K
$3.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.37K+ 44.1% |
$93.9K - $115K
|
4.47K
$580K
|
|
|
Feb 15, 2022
Q4 2021
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.35K+ 22.69% |
$92.7K - $113K
|
7.3K
$947K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
1.32K+ 7.6% |
$90.5K - $110K
|
18.7K
$2.42M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.32K+ 24.53% |
$90.3K - $110K
|
6.68K
$866K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.29K+ 5.31% |
$88.6K - $108K
|
25.6K
$3.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.26K+ 14.09% |
$86.6K - $106K
|
10.2K
$1.32M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
1.23K+ 22.52% |
$84.3K - $103K
|
6.68K
$866K
|
|
|
Feb 10, 2022
Q4 2021
|
First Eagle Investment Management, LLC
|
BUY
|
- |
1.22KNew |
$83.8K - $102K
|
1.22K
$158K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.22K+ 12.72% |
$83.8K - $102K
|
10.8K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.19K+ 5.27% |
$81.4K - $99.2K
|
23.7K
$3.07M
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.18KNew |
$81.3K - $99.1K
|
1.18K
$154K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
1.16KNew |
$79.6K - $97K
|
1.16K
$150K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1.15KNew |
$79K - $96.3K
|
1.15K
$149K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.15KNew |
$79K - $96.3K
|
1.15K
$149K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.14K+ 2.31% |
$78.4K - $95.5K
|
50.5K
$6.55M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.14K+ 6.05% |
$78.1K - $95.3K
|
19.9K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.14K+ 12.0% |
$78K - $95.1K
|
10.6K
$1.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
1.13KNew |
$77.4K - $94.4K
|
1.13K
$146K
|