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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-20- 0.67% |
$2.72K - $3.45K
|
2.96K
$371K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-20- 1.07% |
$2.72K - $3.45K
|
1.84K
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-16- 0.81% |
$2.17K - $2.76K
|
1.95K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 1.98% |
$1.77K - $2.25K
|
644
$80.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
SELL
|
- |
-10- 0.5% |
$1.36K - $1.73K
|
1.99K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-9- 0.45% |
$1.22K - $1.55K
|
1.99K
$250K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-9- 0.47% |
$1.22K - $1.55K
|
1.9K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 0.75% |
$408 - $518
|
397
$49.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.13% |
$272 - $345
|
1.57K
$197K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1- 0.07% |
$136 - $173
|
1.47K
$184K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-148K- 87.18% |
$18.9M - $24.2M
|
21.7K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-41.6K- 6.08% |
$5.31M - $6.79M
|
642K
$80.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-15.2K- 48.32% |
$1.94M - $2.49M
|
16.3K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-13.7K- 99.95% |
$1.75M - $2.24M
|
7
$876
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-13.7K- 91.52% |
$1.74M - $2.23M
|
1.26K
$158K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-13.4K- 97.1% |
$1.71M - $2.19M
|
400
$50.1K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-12.4K- 4.72% |
$1.59M - $2.03M
|
251K
$31.5M
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-11.9K- 39.86% |
$1.51M - $1.94M
|
17.9K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-7.52K- 7.42% |
$960K - $1.23M
|
93.8K
$11.7M
|
|
|
May 08, 2024
Q1 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-4.24K- 3.31% |
$541K - $692K
|
124K
$15.5M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-3.66K- 43.37% |
$467K - $597K
|
4.78K
$598K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.2K- 35.0% |
$408K - $522K
|
5.94K
$743K
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-3K- 36.14% |
$383K - $490K
|
5.3K
$663K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.88K- 2.49% |
$367K - $470K
|
113K
$14.1M
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-2.86K- 95.02% |
$365K - $467K
|
150
$18.8K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.41K- 59.91% |
$308K - $394K
|
1.62K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.6K- 53.79% |
$205K - $262K
|
1.38K
$172K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.29K- 50.33% |
$165K - $211K
|
1.28K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.22K- 48.82% |
$155K - $199K
|
1.28K
$160K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.13K- 6.06% |
$144K - $184K
|
17.4K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-1K- 1.39% |
$128K - $163K
|
71.1K
$8.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-876- 37.24% |
$112K - $143K
|
1.48K
$185K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-795- 4.52% |
$101K - $130K
|
16.8K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-703- 33.78% |
$89.8K - $115K
|
1.38K
$172K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
PUT |
-700- 41.18% |
$89.4K - $114K
|
1K
$125K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-653- 17.15% |
$83.4K - $107K
|
3.16K
$395K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-617- 13.83% |
$78.8K - $101K
|
3.85K
$481K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-565- 3.16% |
$72.1K - $92.3K
|
17.3K
$2.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-530- 12.85% |
$67.7K - $86.6K
|
3.6K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-525- 26.99% |
$67K - $85.8K
|
1.42K
$178K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-498- 82.86% |
$63.6K - $81.3K
|
103
$12.9K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-472- 24.84% |
$60.3K - $77.1K
|
1.43K
$179K
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-437- 3.22% |
$55.8K - $71.4K
|
13.1K
$1.64M
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-418- 14.01% |
$53.4K - $68.3K
|
2.57K
$321K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-390- 22.81% |
$49.8K - $63.7K
|
1.32K
$165K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-369- 23.65% |
$47.1K - $60.3K
|
1.19K
$149K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-323- 61.88% |
$41.2K - $52.8K
|
199
$24.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-323- 85.45% |
$41.2K - $52.8K
|
55
$6.88K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-320- 20.23% |
$40.9K - $52.3K
|
1.26K
$158K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-274- 12.19% |
$35K - $44.8K
|
1.97K
$247K
|
|