Stock TransactionsPHILLIPS 66

Total Bought
19,378,332
510 transactions
Total Sold
10,467,883
599 transactions
Net
+8,910,449
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
HARRIS ASSOCIATES L P1,905,4786,904,249+4,998,7710.451.58+1.14buy
Boston Partners363,2923,858,170+3,494,8780.060.68+0.62buy
BARCLAYS PLC7,760,70910,667,709+2,907,0000.630.78+0.15buy
Bank of New York Mellon Corp4,570,5905,810,752+1,240,1620.130.17+0.04buy
PRICE T ROWE ASSOCIATES INC /MD/594,0631,454,649+860,5860.010.03+0.02buy
CIBC WORLD MARKETS CORP24,577582,615+558,0380.030.42+0.39buy
DEUTSCHE BANK AG\1,269,9381,805,650+535,7120.100.13+0.03buy
NOMURA HOLDINGS INC399,00036,822+362,1780.520.050.00sell
Korea Investment CORP159,592488,997+329,4050.060.17+0.11buy
HSBC HOLDINGS PLC1,015,7301,341,389+325,6590.140.17+0.03buy
NATIONAL BANK OF CANADA /FI/182,135458,395+276,2600.040.11+0.07buy
NORGES BANK3,927,5854,201,855+274,2700.100.10+0.00buy
KAYNE ANDERSON CAPITAL ADVISORS LP164,598371,548+206,9500.611.54+0.92buy
COOKSON PEIRCE & CO INC8,724211,478+202,7540.071.70+1.63buy
ALLIANCEBERNSTEIN L.P.1,393,4781,546,071+152,5930.070.08+0.01buy
BNP PARIBAS FINANCIAL MARKETS418,709566,550+147,8410.120.15+0.03buy
STRS OHIO13,453157,096+143,6430.010.09+0.08buy
Merewether Investment Management, LP612,700753,227+140,5274.455.92+1.47buy
CITADEL ADVISORS LLC945,9831,080,278+134,2950.170.21+0.03buy
VICTORY CAPITAL MANAGEMENT INC313,925443,710+129,7850.040.06+0.02buy
PRUDENTIAL FINANCIAL INC1,204,7681,326,821+122,0530.230.280.00buy
MARTINGALE ASSET MANAGEMENT L P11,951119,331+107,3800.030.32+0.29buy
HUB Investment Partners, LLC9,811107,958+98,1470.181.00+0.82buy
Parallax Volatility Advisers, L.P.124,360222,115+97,7550.580.89+0.30buy
GEODE CAPITAL MANAGEMENT, LLC9,734,7859,825,651+90,8660.150.14-0.00buy
SteelPeak Wealth, LLC2,90976,478+73,5690.020.60+0.57buy
Mariner, LLC722,309785,702+63,3930.240.26+0.02buy
Dakota Wealth Management55,735118,626+62,8910.300.61+0.32buy
Man Group plc058,073+58,0730.070.02-0.05buy
LPL Financial LLC583,922641,534+57,6120.050.06+0.00buy
AMERIPRISE FINANCIAL INC568,565619,557+50,9920.020.03+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.774,511824,811+50,3000.080.09+0.01buy
Brandywine Global Investment Management, LLC227,487277,044+49,5570.240.30+0.06buy
SG Americas Securities, LLC12,18554,901+42,7160.020.09+0.06buy
LSV ASSET MANAGEMENT1,928,8631,967,536+38,6730.540.57+0.03buy
OFI INVEST ASSET MANAGEMENT297,023335,246+38,2231.221.36+0.14buy
MML INVESTORS SERVICES, LLC246,065282,634+36,5690.170.18+0.01buy
COMMONWEALTH EQUITY SERVICES, LLC282,152318,439+36,2870.080.08+0.01buy
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY253,279289,395+36,1160.320.37+0.05buy
JANUS HENDERSON GROUP PLC67,768103,470+35,7020.010.01+0.00buy
SCHRODER INVESTMENT MANAGEMENT GROUP195,128224,862+29,7340.030.04+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,895,9122,924,738+28,8260.110.11-0.00buy
Corient Private Wealth LLC774,350801,665+27,3150.220.20-0.02buy
TRUIST FINANCIAL CORP532,241557,607+25,3660.110.12+0.01buy
Tower Research Capital LLC (TRC)27,13551,474+24,3390.110.09-0.02buy
Dai-ichi Life Insurance Company, Ltd11,93035,930+24,0000.030.10+0.07buy
AGF MANAGEMENT LTD7,19130,803+23,6120.010.02+0.02buy
RATIONAL ADVISORS, INC.46123,750+23,2890.010.080.00buy
NKCFO LLC54,50077,500+23,0003.635.59+1.95buy
ENVESTNET ASSET MANAGEMENT INC1,946,8091,969,578+22,7690.110.11+0.00buy
BESSEMER GROUP INC21,62144,258+22,6370.010.01+0.01buy
QRG CAPITAL MANAGEMENT, INC.20,42042,771+22,3510.040.08+0.04buy
National Pension Service905,393927,700+22,3070.170.17-0.00buy
DekaBank Deutsche Girozentrale179,314201,592+22,2780.050.05+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,593,8221,614,272+20,4500.090.09-0.00buy
Rockefeller Capital Management L.P.112,265131,980+19,7150.050.06+0.01buy
Sendero Wealth Management, LLC4,20023,873+19,6730.110.60+0.49buy
B. Metzler seel. Sohn & Co. AG44,35263,742+19,3900.080.11+0.03buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC98,353117,534+19,1810.040.05+0.01buy
OPPENHEIMER & CO INC56,98573,831+16,8460.140.18+0.04buy
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM489,400505,927+16,5270.140.14+0.00buy
AMJ Financial Wealth Management37,92654,360+16,4342.103.05+0.95buy
Banque Cantonale Vaudoise14,84630,888+16,0420.090.18+0.09buy
Cynosure Group, LLC8,88224,087+15,2050.330.58+0.25buy
Mitsubishi UFJ Asset Management Co., Ltd.417,874432,340+14,4660.100.10+0.00buy
Ensign Peak Advisors, Inc116,991131,219+14,2280.030.04+0.00buy
MERCER GLOBAL ADVISORS INC /ADV87,995101,227+13,2320.040.04+0.00buy
Community Bank & Trust, Waco, Texas17,41130,643+13,2320.501.11+0.61buy
Clearbridge Investments, LLC21,68033,625+11,9450.000.00+0.00buy
Steward Partners Investment Advisory, LLC97,110108,960+11,8500.180.20+0.02buy
Cyndeo Wealth Partners, LLC57,33467,986+10,6520.720.84+0.12buy
Cerity Partners LLC36,31346,863+10,5500.020.02-0.00buy
Daiwa Securities Group Inc.38,06548,601+10,5360.030.04+0.01buy
Annex Advisory Services, LLC93,188103,606+10,4180.680.58-0.10buy
Janney Montgomery Scott LLC227,481237,422+9,9410.110.11+0.00buy
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,29413,078+9,7840.000.00+0.00buy
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp41,70851,258+9,5500.050.06+0.01buy
SEI INVESTMENTS CO377,705386,659+8,9540.090.09+0.00buy
NewEdge Advisors, LLC81,67690,382+8,7060.110.12+0.01buy
PineBridge Investments, L.P.193,415201,429+8,0140.260.25-0.01buy
EQUITABLE TRUST CO17,61225,204+7,5920.170.25+0.08buy
Strategic Wealth Partners, Ltd.22,69629,989+7,2930.350.49+0.14buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS89,53396,345+6,8120.090.09+0.00buy
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH9997,756+6,7570.010.04+0.03buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC47,29353,893+6,6000.140.16+0.02buy
Verity & Verity, LLC59,20865,494+6,2860.891.00+0.11buy
Energy Income Partners, LLC3,7919,778+5,9870.010.03+0.02buy
Erste Asset Management GmbH10,30016,250+5,9500.020.03+0.01buy
HighTower Advisors, LLC260,975266,858+5,8830.060.06+0.00buy
Prime Capital Investment Advisors, LLC17,43823,184+5,7460.040.05+0.00buy
Independent Solutions Wealth Management, LLC9,10914,727+5,6180.300.50+0.20buy
Wahed Invest LLC7,3451,862+5,4830.290.440.00sell
Venture Visionary Partners LLC64,42769,695+5,2680.470.49+0.03buy
Lokken Investment Group LLC1,9207,020+5,1000.150.53+0.38buy
J.W. COLE ADVISORS, INC.5,65210,553+4,9010.050.08+0.03buy
Segment Wealth Management, LLC4,5139,374+4,8610.060.11+0.06buy
First National Advisers, LLC12,47117,103+4,6320.670.66-0.01buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO196,492200,768+4,2760.110.11+0.00buy
Vanguard Personalized Indexing Management, LLC29,26733,486+4,2190.110.120.00buy
ROYAL LONDON ASSET MANAGEMENT LTD236,748240,960+4,2120.090.09-0.00buy
Page 1 of 12