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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-725- 22.96% |
$80K - $101K
|
2.43K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Fractal Investments LLC
|
SELL
|
- |
-677- 27.08% |
$74.7K - $94.1K
|
1.82K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-661- 84.1% |
$72.9K - $91.8K
|
125
$15.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-600- 13.64% |
$66.2K - $83.4K
|
3.8K
$476K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-582- 13.22% |
$64.2K - $80.9K
|
3.82K
$478K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-548- 45.74% |
$60.5K - $76.1K
|
650
$81.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-467- 18.72% |
$51.5K - $64.9K
|
2.03K
$254K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-453- 2.59% |
$50K - $62.9K
|
17K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-438- 13.83% |
$48.3K - $60.9K
|
2.73K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-400- 2.37% |
$44.1K - $55.6K
|
16.5K
$2.06M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-353- 14.75% |
$39K - $49K
|
2.04K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-350- 10.35% |
$38.6K - $48.6K
|
3.03K
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-350- 6.54% |
$38.6K - $48.6K
|
5K
$626K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-350- 41.18% |
$38.6K - $48.6K
|
500
$62.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-342- 14.55% |
$37.7K - $47.5K
|
2.01K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-335- 12.63% |
$37K - $46.5K
|
2.32K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-328- 4.21% |
$36.2K - $45.6K
|
7.45K
$933K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-300- 14.01% |
$33.1K - $41.7K
|
1.84K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-291- 21.96% |
$32.1K - $40.4K
|
1.03K
$129K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-281- 7.51% |
$31K - $39K
|
3.46K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
SELL
|
- |
-259- 3.13% |
$28.6K - $36K
|
8.03K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-258- 35.98% |
$28.5K - $35.8K
|
459
$57.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-250- 26.1% |
$27.6K - $34.7K
|
708
$88.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-229- 8.52% |
$25.3K - $31.8K
|
2.46K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-224- 17.53% |
$24.7K - $31.1K
|
1.05K
$132K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-200- 35.84% |
$22.1K - $27.8K
|
358
$44.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-167- 3.27% |
$18.4K - $23.2K
|
4.94K
$618K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-158- 0.15% |
$17.4K - $22K
|
103K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-155- 3.38% |
$17.1K - $21.5K
|
4.43K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-150- 2.44% |
$16.6K - $20.8K
|
6.01K
$752K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-150- 33.33% |
$16.6K - $20.8K
|
300
$37.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-147- 4.55% |
$16.2K - $20.4K
|
3.08K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-147- 4.17% |
$16.2K - $20.4K
|
3.38K
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-146- 37.34% |
$16.1K - $20.3K
|
245
$30.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-120- 3.74% |
$13.2K - $16.7K
|
3.09K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-110- 5.16% |
$12.1K - $15.3K
|
2.02K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-105- 4.52% |
$11.6K - $14.6K
|
2.22K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-100- 4.58% |
$11K - $13.9K
|
2.09K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100- 54.05% |
$11K - $13.9K
|
85
$10.6K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 2.53% |
$11K - $13.9K
|
3.85K
$482K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 15.24% |
$11K - $13.9K
|
556
$69.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 3.57% |
$11K - $13.9K
|
2.7K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-100- 24.88% |
$11K - $13.9K
|
302
$37.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-87- 1.11% |
$9.6K - $12.1K
|
7.75K
$970K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-80- 45.45% |
$8.83K - $11.1K
|
96
$12K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-77- 1.63% |
$8.5K - $10.7K
|
4.65K
$581K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-75- 4.52% |
$8.28K - $10.4K
|
1.59K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-66- 72.53% |
$7.28K - $9.17K
|
25
$3.13K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-58- 0.64% |
$6.4K - $8.06K
|
9.04K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-50- 1.47% |
$5.52K - $6.95K
|
3.35K
$419K
|