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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-380- 13.04% |
$47.5K - $55.9K
|
2.53K
$312K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-377- 1.03% |
$47.1K - $55.5K
|
36.1K
$4.45M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-374- 2.12% |
$46.8K - $55K
|
17.3K
$2.13M
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-370- 7.85% |
$46.3K - $54.5K
|
4.34K
$535K
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-370- 12.92% |
$46.3K - $54.5K
|
2.49K
$307K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-369- 15.01% |
$46.1K - $54.3K
|
2.09K
$258K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-363- 11.14% |
$45.4K - $53.4K
|
2.9K
$357K
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-362- 27.59% |
$45.3K - $53.3K
|
950
$117K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-353- 1.98% |
$44.1K - $52K
|
17.4K
$2.15M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-335- 4.25% |
$41.9K - $49.3K
|
7.54K
$930K
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-333- 15.55% |
$41.6K - $49K
|
1.81K
$223K
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-332- 15.95% |
$41.5K - $48.9K
|
1.75K
$216K
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-330- 3.5% |
$41.3K - $48.6K
|
9.1K
$1.12M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-328- 9.64% |
$41K - $48.3K
|
3.07K
$379K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-326- 2.53% |
$40.8K - $48K
|
12.6K
$1.55M
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-320- 1.53% |
$40K - $47.1K
|
20.6K
$2.54M
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-318- 1.85% |
$39.8K - $46.8K
|
16.9K
$2.08M
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-310- 8.76% |
$38.8K - $45.6K
|
3.23K
$398K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-301- 12.81% |
$37.6K - $44.3K
|
2.05K
$253K
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-300- 7.5% |
$37.5K - $44.2K
|
3.7K
$456K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-298- 1.93% |
$37.3K - $43.9K
|
15.2K
$1.87M
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-295- 4.76% |
$36.9K - $43.4K
|
5.9K
$728K
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-287- 14.06% |
$35.9K - $42.2K
|
1.75K
$216K
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-282- 18.15% |
$35.3K - $41.5K
|
1.27K
$157K
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-281- 2.77% |
$35.1K - $41.4K
|
9.87K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-275- 3.75% |
$34.4K - $40.5K
|
7.06K
$871K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-268- 10.58% |
$33.5K - $39.4K
|
2.26K
$279K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-259- 1.16% |
$32.4K - $38.1K
|
22.1K
$2.72M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-251- 11.7% |
$31.4K - $36.9K
|
1.89K
$234K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-250- 0.9% |
$31.3K - $36.8K
|
27.7K
$3.41M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-248- 7.08% |
$31K - $36.5K
|
3.26K
$402K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-246- 1.29% |
$30.8K - $36.2K
|
18.8K
$2.32M
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-244- 2.65% |
$30.5K - $35.9K
|
8.96K
$1.11M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-237- 4.46% |
$29.6K - $34.9K
|
5.07K
$625K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-233- 6.37% |
$29.1K - $34.3K
|
3.42K
$422K
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-225- 1.67% |
$28.1K - $33.1K
|
13.3K
$1.64M
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-215- 1.44% |
$26.9K - $31.6K
|
14.7K
$1.81M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-212- 9.16% |
$26.5K - $31.2K
|
2.1K
$259K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-212- 7.28% |
$26.5K - $31.2K
|
2.7K
$333K
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-204- 1.68% |
$25.5K - $30K
|
12K
$1.47M
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-200- 9.71% |
$25K - $29.4K
|
1.86K
$229K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-198- 2.23% |
$24.8K - $29.1K
|
8.67K
$1.07M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-196- 6.4% |
$24.5K - $28.8K
|
2.87K
$353K
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-195- 1.5% |
$24.4K - $28.7K
|
12.8K
$1.58M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-191- 1.66% |
$23.9K - $28.1K
|
11.3K
$1.39M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-186- 49.08% |
$23.3K - $27.4K
|
193
$23.8K
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-185- 7.39% |
$23.1K - $27.2K
|
2.32K
$286K
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-182- 1.51% |
$22.8K - $26.8K
|
11.9K
$1.46M
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-181- 10.56% |
$22.6K - $26.6K
|
1.53K
$189K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-180- 9.89% |
$22.5K - $26.5K
|
1.64K
$202K
|