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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-81- 1.91% |
$9.23K - $10.7K
|
4.16K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-78- 0.95% |
$8.89K - $10.3K
|
8.16K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-78- 2.38% |
$8.89K - $10.3K
|
3.19K
$400K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-77- 1.76% |
$8.77K - $10.1K
|
4.31K
$539K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-77- 6.08% |
$8.77K - $10.1K
|
1.19K
$149K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-77- 19.2% |
$8.77K - $10.1K
|
324
$40.6K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-76- 27.54% |
$8.66K - $10K
|
200
$25K
|
|
|
May 13, 2025
Q1 2025
|
Brooklands Fund Management LTD
London, X0 |
SELL
|
CALL |
-76- 19.19% |
$8.66K - $10K
|
320
$40.1K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-75- 1.81% |
$8.54K - $9.87K
|
4.06K
$508K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-74- 28.91% |
$8.43K - $9.73K
|
182
$22.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-72- 0.83% |
$8.2K - $9.47K
|
8.56K
$1.07M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-72- 3.74% |
$8.2K - $9.47K
|
1.86K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-67- 2.65% |
$7.63K - $8.81K
|
2.47K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-65- 0.66% |
$7.41K - $8.55K
|
9.73K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-63- 2.14% |
$7.18K - $8.29K
|
2.89K
$361K
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-63- 1.4% |
$7.18K - $8.29K
|
4.43K
$554K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-63- 4.27% |
$7.18K - $8.29K
|
1.41K
$177K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-63- 2.53% |
$7.18K - $8.29K
|
2.43K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-62- 0.87% |
$7.06K - $8.16K
|
7.1K
$889K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-61- 70.93% |
$6.95K - $8.02K
|
25
$3.13K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-59- 2.69% |
$6.72K - $7.76K
|
2.14K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-58- 0.9% |
$6.61K - $7.63K
|
6.41K
$802K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-54- 0.93% |
$6.15K - $7.1K
|
5.77K
$722K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-54- 23.48% |
$6.15K - $7.1K
|
176
$22K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-53- 0.64% |
$6.04K - $6.97K
|
8.26K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-52- 0.46% |
$5.92K - $6.84K
|
11.3K
$1.42M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-50- 0.74% |
$5.7K - $6.58K
|
6.72K
$842K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-49- 0.42% |
$5.58K - $6.45K
|
11.6K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-49- 2.06% |
$5.58K - $6.45K
|
2.33K
$292K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-46- 2.46% |
$5.24K - $6.05K
|
1.83K
$229K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-45- 4.56% |
$5.13K - $5.92K
|
942
$118K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-42- 1.48% |
$4.79K - $5.53K
|
2.8K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-41- 2.07% |
$4.67K - $5.39K
|
1.94K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-40- 1.93% |
$4.56K - $5.26K
|
2.04K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-36- 0.69% |
$4.1K - $4.74K
|
5.17K
$647K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-35- 0.94% |
$3.99K - $4.6K
|
3.68K
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-35- 1.51% |
$3.99K - $4.6K
|
2.29K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-35- 17.5% |
$3.99K - $4.6K
|
165
$20.7K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-34- 2.08% |
$3.87K - $4.47K
|
1.6K
$200K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-34- 0.54% |
$3.87K - $4.47K
|
6.32K
$791K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-33- 1.38% |
$3.76K - $4.34K
|
2.35K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-32- 0.93% |
$3.65K - $4.21K
|
3.4K
$426K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-32- 1.15% |
$3.65K - $4.21K
|
2.76K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-31- 0.35% |
$3.53K - $4.08K
|
8.87K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-30- 9.23% |
$3.42K - $3.95K
|
295
$36.9K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-30- 0.89% |
$3.42K - $3.95K
|
3.34K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.6% |
$3.3K - $3.81K
|
4.81K
$602K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-28- 0.51% |
$3.19K - $3.68K
|
5.48K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-27- 0.05% |
$3.08K - $3.55K
|
51.3K
$6.42M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-27- 0.91% |
$3.08K - $3.55K
|
2.96K
$370K
|