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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-13- 56.52% |
$1.22K - $1.45K
|
10
$1.22K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-13- 61.9% |
$1.22K - $1.45K
|
8
$977
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 0.98% |
$655 - $780
|
709
$86.6K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-33.2K- 34.68% |
$2.81M - $3.73M
|
62.6K
$7.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-29.9K- 91.96% |
$2.53M - $3.36M
|
2.61K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-29.6K- 99.0% |
$2.5M - $3.32M
|
300
$36.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-19.3K- 19.6% |
$1.63M - $2.17M
|
79.1K
$9.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-3.11KClosed |
$263K - $349K
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-2.5K- 38.46% |
$211K - $281K
|
4K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.63K- 16.1% |
$138K - $183K
|
8.51K
$1.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.53K- 0.5% |
$129K - $171K
|
306K
$37.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.24K- 1.91% |
$105K - $139K
|
63.6K
$7.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1K- 27.78% |
$84.6K - $112K
|
2.6K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-950- 23.47% |
$80.4K - $107K
|
3.1K
$378K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-800- 23.29% |
$67.7K - $89.8K
|
2.64K
$322K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-527- 45.91% |
$44.6K - $59.2K
|
621
$75.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-446- 1.69% |
$37.7K - $50.1K
|
26K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-365- 8.44% |
$30.9K - $41K
|
3.96K
$484K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-343- 1.54% |
$29K - $38.5K
|
22K
$2.68M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-326- 3.64% |
$27.6K - $36.6K
|
8.62K
$1.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-125- 8.83% |
$10.6K - $14K
|
1.29K
$158K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-100- 1.61% |
$8.46K - $11.2K
|
6.1K
$745K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-90- 3.87% |
$7.61K - $10.1K
|
2.24K
$273K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-77- 32.49% |
$6.51K - $8.65K
|
160
$19.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-50- 0.36% |
$4.23K - $5.62K
|
13.8K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-32- 1.17% |
$2.71K - $3.59K
|
2.69K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-25- 0.29% |
$2.11K - $2.81K
|
8.51K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6- 1.79% |
$507 - $674
|
329
$40.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-5- 1.39% |
$423 - $562
|
355
$43.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-31KClosed |
$2.3M - $2.9M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
CALL |
-19K- 57.58% |
$1.41M - $1.78M
|
14K
$1.71M
|
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.9KClosed |
$586K - $740K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-6.11K- 22.58% |
$453K - $572K
|
21K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.31KClosed |
$393K - $496K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-4.19K- 10.9% |
$311K - $392K
|
34.2K
$4.18M
|
|
|
Nov 15, 2022
Q3 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.82K- 52.51% |
$283K - $357K
|
3.46K
$422K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-3.6K- 14.4% |
$267K - $337K
|
21.4K
$2.61M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.32K- 2.79% |
$97.8K - $123K
|
45.9K
$5.61M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.13K- 9.39% |
$83.6K - $105K
|
10.9K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-925- 14.59% |
$68.6K - $86.6K
|
5.42K
$662K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-777Closed |
$57.6K - $72.7K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-500- 13.57% |
$37.1K - $46.8K
|
3.18K
$389K
|
|
|
Oct 24, 2022
Q3 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-458- 10.39% |
$34K - $42.9K
|
3.95K
$483K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-400- 5.81% |
$29.7K - $37.4K
|
6.49K
$792K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-358- 2.2% |
$26.5K - $33.5K
|
15.9K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-327- 13.38% |
$24.3K - $30.6K
|
2.12K
$259K
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-317- 50.0% |
$23.5K - $29.7K
|
317
$38.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-292- 26.19% |
$21.7K - $27.3K
|
823
$101K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-219- 1.43% |
$16.2K - $20.5K
|
15.1K
$1.84M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-159- 16.67% |
$11.8K - $14.9K
|
795
$97.1K
|
|