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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-111- 8.14% |
$13.9K - $16.3K
|
1.25K
$153K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-110- 3.57% |
$13.8K - $16.2K
|
2.97K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-109- 4.01% |
$13.6K - $16K
|
2.61K
$319K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-106- 1.93% |
$13.3K - $15.6K
|
5.39K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-104- 3.2% |
$13K - $15.3K
|
3.14K
$384K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-101- 6.21% |
$12.6K - $14.9K
|
1.53K
$186K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-101- 5.09% |
$12.6K - $14.9K
|
1.89K
$230K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.68% |
$12.5K - $14.7K
|
14.5K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-99- 1.03% |
$12.4K - $14.6K
|
9.55K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-98- 1.65% |
$12.3K - $14.4K
|
5.84K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-97- 0.98% |
$12.1K - $14.3K
|
9.77K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-93- 1.06% |
$11.6K - $13.7K
|
8.68K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-93- 5.36% |
$11.6K - $13.7K
|
1.64K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-92- 1.54% |
$11.5K - $13.5K
|
5.88K
$719K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-92- 75.41% |
$11.5K - $13.5K
|
30
$3.66K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-88- 4.44% |
$11K - $13K
|
1.89K
$231K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-85- 2.1% |
$10.6K - $12.5K
|
3.97K
$485K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-85- 3.64% |
$10.6K - $12.5K
|
2.25K
$275K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-82- 1.89% |
$10.3K - $12.1K
|
4.25K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-80- 1.73% |
$10K - $11.8K
|
4.54K
$555K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-80- 4.56% |
$10K - $11.8K
|
1.68K
$205K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-80- 5.66% |
$10K - $11.8K
|
1.33K
$163K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-78- 2.46% |
$9.75K - $11.5K
|
3.09K
$377K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-76- 3.58% |
$9.5K - $11.2K
|
2.05K
$250K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-76- 3.13% |
$9.5K - $11.2K
|
2.35K
$287K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-75- 0.7% |
$9.38K - $11K
|
10.6K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-74- 4.11% |
$9.25K - $10.9K
|
1.73K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-74- 3.38% |
$9.25K - $10.9K
|
2.12K
$259K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-71- 4.42% |
$8.88K - $10.4K
|
1.53K
$187K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-70- 2.68% |
$8.75K - $10.3K
|
2.54K
$310K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-67- 1.7% |
$8.38K - $9.86K
|
3.86K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-64- 2.23% |
$8K - $9.42K
|
2.8K
$343K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-64- 2.83% |
$8K - $9.42K
|
2.2K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-61- 2.18% |
$7.63K - $8.98K
|
2.74K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-59- 0.44% |
$7.38K - $8.68K
|
13.4K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-59- 2.03% |
$7.38K - $8.68K
|
2.85K
$348K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-59- 0.88% |
$7.38K - $8.68K
|
6.68K
$816K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-58- 1.82% |
$7.25K - $8.54K
|
3.12K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-57- 0.75% |
$7.13K - $8.39K
|
7.55K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-55- 0.59% |
$6.88K - $8.09K
|
9.3K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-55- 0.77% |
$6.88K - $8.09K
|
7.08K
$865K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-55- 0.27% |
$6.88K - $8.09K
|
20.1K
$2.46M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-55- 1.79% |
$6.88K - $8.09K
|
3.02K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-53- 1.54% |
$6.63K - $7.8K
|
3.39K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-50- 2.99% |
$6.25K - $7.36K
|
1.62K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-49- 2.49% |
$6.13K - $7.21K
|
1.92K
$235K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 12.28% |
$6.13K - $7.21K
|
350
$42.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-48- 71.64% |
$6K - $7.06K
|
19
$2.32K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-45- 1.08% |
$5.63K - $6.62K
|
4.14K
$505K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-45- 1.14% |
$5.63K - $6.62K
|
3.89K
$475K
|