Stock TransactionsPHILLIPS 66

Total Bought
10,670,793
552 transactions
Total Sold
23,599,647
675 transactions
Net
-12,928,854
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Bank of New York Mellon Corp5,810,7528,019,795+2,209,0430.170.27+0.10buy
Boston Partners3,858,1705,453,892+1,595,7220.681.06+0.38buy
PRICE T ROWE ASSOCIATES INC /MD/1,454,6492,863,603+1,408,9540.030.06+0.03buy
UBS Group AG3,099,1663,767,317+668,1510.190.23+0.04buy
HARRIS ASSOCIATES L P6,904,2497,533,473+629,2241.581.99+0.41buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,614,2722,031,175+416,9030.090.12+0.03buy
JACOBS LEVY EQUITY MANAGEMENT, INC36,386432,003+395,6170.020.32+0.29buy
HRT FINANCIAL LP165,243393,386+228,1430.170.40+0.24buy
GEODE CAPITAL MANAGEMENT, LLC9,825,65110,003,972+178,3210.140.16+0.01buy
BAHL & GAYNOR INC1,486,0891,660,427+174,3381.191.51+0.32buy
1832 Asset Management L.P.29,444182,021+152,5770.010.05+0.05buy
Laurion Capital Management LP8,331157,000+148,6690.010.22+0.21buy
Robeco Institutional Asset Management B.V.138,128279,793+141,6650.040.10+0.05buy
Cetera Investment Advisers34,033142,548+108,5150.040.06+0.02buy
Varma Mutual Pension Insurance Co19,300125,400+106,1000.030.18+0.15buy
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT107,000200,260+93,2601.312.77+1.47buy
SG Americas Securities, LLC54,901144,727+89,8260.090.12+0.04buy
Mitsubishi UFJ Asset Management Co., Ltd.432,340520,500+88,1600.100.12+0.01buy
Focus Partners Wealth7,91390,862+82,9490.010.12+0.11buy
CIBC WORLD MARKET INC.21,157100,111+78,9540.010.04+0.03buy
Cambria Investment Management, L.P.3,15478,067+74,9130.030.76+0.73buy
COOKSON PEIRCE & CO INC211,478282,203+70,7251.702.46+0.76buy
Empowered Funds, LLC140,319205,582+65,2630.480.62+0.14buy
VICTORY CAPITAL MANAGEMENT INC443,710508,918+65,2080.060.08+0.02buy
ING GROEP NV2,83167,523+64,6920.000.08+0.07buy
STRS OHIO157,096219,840+62,7440.090.14+0.06buy
Russell Investments Group, Ltd.349,606411,609+62,0030.090.11+0.02buy
Sumitomo Mitsui Trust Group, Inc.1,127,9781,179,053+51,0750.110.13+0.02buy
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM505,927556,671+50,7440.140.13-0.01buy
CARY STREET PARTNERS INVESTMENT ADVISORY LLC4,49645,204+40,7080.090.310.00buy
Mirae Asset Global Investments Co., Ltd.93,961133,736+39,7750.030.04+0.01buy
AMERIPRISE FINANCIAL INC619,557655,158+35,6010.030.03+0.00buy
FRANKLIN RESOURCES INC532,663563,391+30,7280.030.03-0.00buy
ENVESTNET ASSET MANAGEMENT INC1,969,5781,998,066+28,4880.110.13+0.01buy
Cerity Partners LLC46,86373,295+26,4320.020.03+0.01buy
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH7,75631,877+24,1210.040.19+0.15buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC48,59471,072+22,4780.090.13+0.04buy
Kingsview Wealth Management, LLC37,59558,038+20,4430.150.24+0.09buy
Annex Advisory Services, LLC103,606121,608+18,0020.580.71+0.13buy
TD Waterhouse Canada Inc.20,92337,530+16,6070.030.05+0.03buy
RED CEDAR INVESTMENT MANAGEMENT, LLC7,44823,872+16,4240.140.49+0.34buy
Kovitz Investment Group Partners, LLC5,09021,243+16,1530.010.04+0.03buy
STATE OF WISCONSIN INVESTMENT BOARD277,677293,246+15,5690.110.13+0.02buy
BI Asset Management Fondsmaeglerselskab A/S22,26037,802+15,5420.060.12+0.05buy
Dakota Wealth Management118,626133,778+15,1520.610.54-0.07buy
Avantax Planning Partners, Inc.4,57618,985+14,4090.020.10+0.08buy
Northwest & Ethical Investments L.P.4,82517,890+13,0650.020.08+0.06buy
WILKINS INVESTMENT COUNSEL INC4,08917,073+12,9840.130.41+0.27buy
NATIXIS ADVISORS, LLC294,740307,042+12,3020.100.12+0.01buy
NISA INVESTMENT ADVISORS, LLC196,090208,016+11,9260.190.22+0.04buy
TRUIST FINANCIAL CORP557,607569,512+11,9050.120.14+0.02buy
QRG CAPITAL MANAGEMENT, INC.42,77154,302+11,5310.080.11+0.03buy
PFG Investments, LLC2,96714,190+11,2230.070.14+0.07buy
GeoWealth Management, LLC1,62112,541+10,9200.000.08+0.08buy
Man Group plc58,07368,922+10,8490.020.03+0.01buy
Diversified Trust Co11,25721,992+10,7350.050.11+0.06buy
Gotham Asset Management, LLC31,56142,193+10,6320.080.11+0.03buy
Corient Private Wealth LLC801,665812,102+10,4370.200.24+0.04buy
D.A. DAVIDSON & CO.61,65771,880+10,2230.080.11+0.03buy
BESSEMER GROUP INC44,25854,212+9,9540.010.02+0.00buy
Teamwork Financial Advisors, LLC7,05616,203+9,1470.160.41+0.25buy
Cannell & Spears LLC2,12311,178+9,0550.020.04+0.02buy
MML INVESTORS SERVICES, LLC282,634291,543+8,9090.180.21+0.02buy
Counterweight Ventures, LLC2,31011,108+8,7980.281.46+1.18buy
MERCER GLOBAL ADVISORS INC /ADV101,227109,698+8,4710.040.05+0.01buy
UniSuper Management Pty Ltd3,93012,104+8,1740.010.02+0.01buy
BLAIR WILLIAM & CO/IL179,050187,152+8,1020.080.10+0.01buy
Elo Mutual Pension Insurance Co38,87646,815+7,9390.140.18+0.04buy
Focus Partners Advisor Solutions, LLC1,6569,556+7,9000.010.05+0.03buy
Advisory Services Network, LLC69,37977,236+7,8570.240.29+0.05buy
AXA S.A.68,25975,580+7,3210.030.04+0.01buy
NORGES BANK4,201,8554,208,950+7,0950.100.11+0.01buy
Sigma Planning Corp6,64513,663+7,0180.070.07+0.00buy
Rockefeller Capital Management L.P.131,980138,991+7,0110.060.07+0.01buy
Mariner, LLC785,702792,570+6,8680.260.28+0.02buy
Wealthcare Advisory Partners LLC4,74411,339+6,5950.030.06+0.04buy
Quarry LP3,75110,329+6,5780.260.70+0.45buy
Sendero Wealth Management, LLC23,87330,074+6,2010.600.84+0.25buy
Cresset Asset Management, LLC41,38347,539+6,1560.030.04+0.00buy
Illinois Municipal Retirement Fund101,654107,778+6,1240.230.28+0.04buy
Stratos Wealth Partners, LTD.22,21428,313+6,0990.060.08+0.02buy
LPL Financial LLC641,534647,425+5,8910.060.06+0.01buy
NOMURA HOLDINGS INC36,82231,074+5,7480.050.040.00sell
Inscription Capital, LLC7,44413,153+5,7090.270.35+0.08buy
BNP Paribas Asset Management Holding S.A.53,11858,808+5,6900.020.03+0.01buy
Stablepoint Partners, LLC43,42049,041+5,6211.481.62+0.14buy
PUBLIC SECTOR PENSION INVESTMENT BOARD65,94471,505+5,5610.070.09+0.02buy
AVANTAX ADVISORY SERVICES, INC.38,91144,423+5,5120.050.07+0.01buy
Venturi Wealth Management, LLC5,44210,947+5,5050.050.11+0.06buy
KEYBANK NATIONAL ASSOCIATION/OH150,721156,118+5,3970.090.11+0.02buy
Campbell & CO Investment Adviser LLC2,0137,332+5,3190.020.10+0.08buy
Summit Financial, LLC15,22920,544+5,3150.130.20+0.07buy
Kestra Advisory Services, LLC66,40471,565+5,1610.080.08+0.01buy
Harvest Fund Management Co., Ltd7175,836+5,1190.000.00+0.00buy
B. Riley Wealth Advisors, Inc.33,08638,175+5,0890.120.13+0.01buy
SPRENG CAPITAL MANAGEMENT, INC.1,8886,865+4,9770.160.44+0.29buy
SCHRODER INVESTMENT MANAGEMENT GROUP224,862229,736+4,8740.040.04+0.01buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC117,534122,282+4,7480.050.05+0.01buy
Plato Investment Management Ltd5215,175+4,6540.090.09+0.00buy
Symmetry Investments LP1,9886,590+4,6020.020.06+0.05buy
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