Latest Institutional Sells of Phillips 66 (PSX)
This list provides information on the latest institutional transactions involving Phillips 66 (PSX) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-159K- 21.71% |
$17.6M - $22.1M
|
573K
$69.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-57.1K- 53.14% |
$6.31M - $7.94M
|
50.4K
$6.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-19.7K- 4.85% |
$2.18M - $2.74M
|
387K
$47.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-17.8K- 43.84% |
$1.96M - $2.47M
|
22.7K
$2.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-16.3K- 31.65% |
$1.8M - $2.26M
|
35.2K
$4.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-14.4K- 91.49% |
$1.58M - $1.99M
|
1.33K
$163K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-13K- 41.93% |
$1.43M - $1.81M
|
18K
$2.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-11.4K- 10.81% |
$1.25M - $1.58M
|
93.8K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.95K- 30.49% |
$1.1M - $1.38M
|
22.7K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-8.65K- 17.33% |
$954K - $1.2M
|
41.3K
$5.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.33K- 22.51% |
$809K - $1.02M
|
25.2K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.12K- 48.02% |
$676K - $851K
|
6.63K
$808K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-5.36K- 41.05% |
$591K - $744K
|
7.69K
$937K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.94K- 67.77% |
$545K - $686K
|
2.35K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.1K- 3.44% |
$453K - $570K
|
115K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.91K- 99.97% |
$431K - $543K
|
1
$122
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.58K- 66.98% |
$395K - $497K
|
1.76K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.36K- 14.75% |
$371K - $467K
|
19.4K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.14K- 22.77% |
$346K - $436K
|
10.6K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.98K- 57.3% |
$329K - $414K
|
2.22K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.5K- 6.33% |
$275K - $347K
|
36.9K
$4.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.3K- 4.36% |
$254K - $320K
|
50.5K
$6.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.14K- 0.42% |
$236K - $297K
|
511K
$62.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.84K- 14.83% |
$203K - $255K
|
10.5K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.8K- 8.61% |
$198K - $250K
|
19.1K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-1.72K- 1.01% |
$190K - $239K
|
168K
$20.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.65K- 24.9% |
$182K - $230K
|
4.98K
$607K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.65K- 34.58% |
$182K - $229K
|
3.12K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.56K- 7.06% |
$172K - $217K
|
20.6K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.5K- 1.42% |
$166K - $209K
|
105K
$12.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.41K- 6.21% |
$156K - $196K
|
21.4K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-1.41K- 25.12% |
$155K - $196K
|
4.2K
$512K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.29K- 25.32% |
$142K - $179K
|
3.8K
$463K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-955- 20.95% |
$105K - $133K
|
3.6K
$439K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-919- 4.4% |
$101K - $128K
|
20K
$2.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-863- 2.19% |
$95.2K - $120K
|
38.6K
$4.7M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-847- 18.18% |
$93.5K - $118K
|
3.81K
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-812- 12.28% |
$89.6K - $113K
|
5.8K
$707K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-709- 34.67% |
$78.2K - $98.5K
|
1.34K
$163K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-699- 14.71% |
$77.1K - $97.1K
|
4.05K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-678- 11.69% |
$74.8K - $94.2K
|
5.12K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-661- 84.1% |
$72.9K - $91.8K
|
125
$15.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-641- 19.88% |
$70.7K - $89.1K
|
2.58K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-603- 34.42% |
$66.5K - $83.8K
|
1.15K
$140K
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-567- 0.87% |
$62.6K - $78.8K
|
64.9K
$7.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-555- 3.03% |
$61.2K - $77.1K
|
17.8K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-554- 9.79% |
$61.1K - $77K
|
5.1K
$622K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-548- 45.74% |
$60.5K - $76.1K
|
650
$79.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 4.88% |
$55.2K - $69.5K
|
9.74K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-490- 8.18% |
$54.1K - $68.1K
|
5.5K
$671K
|