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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-629- 27.66% |
$68.7K - $85.4K
|
1.65K
$206K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-508- 11.36% |
$55.5K - $68.9K
|
3.96K
$496K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-410- 2.19% |
$44.8K - $55.6K
|
18.3K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-400- 7.77% |
$43.7K - $54.3K
|
4.75K
$595K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-364- 2.22% |
$39.7K - $49.4K
|
16.1K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-217- 5.97% |
$23.7K - $29.5K
|
3.42K
$428K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-215- 9.97% |
$23.5K - $29.2K
|
1.94K
$243K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-156- 1.29% |
$17K - $21.2K
|
11.9K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-150- 32.26% |
$16.4K - $20.4K
|
315
$39.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 3.84% |
$10.9K - $13.6K
|
2.5K
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-79- 3.18% |
$8.63K - $10.7K
|
2.41K
$302K
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-72- 4.24% |
$7.86K - $9.77K
|
1.63K
$204K
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-66- 2.48% |
$7.21K - $8.96K
|
2.6K
$325K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-56- 2.08% |
$6.11K - $7.6K
|
2.64K
$331K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-35- 62.5% |
$3.82K - $4.75K
|
21
$2.63K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.67KClosed |
$541K - $705K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.36K- 52.22% |
$511K - $666K
|
4.91K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.58KClosed |
$246K - $321K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.35K- 53.62% |
$225K - $293K
|
2.04K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.34K- 4.63% |
$128K - $167K
|
27.6K
$3.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1K- 35.32% |
$95.7K - $125K
|
1.84K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-917- 18.51% |
$87.5K - $114K
|
4.04K
$505K
|
|
|
Oct 25, 2023
Q3 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-655- 17.69% |
$62.5K - $81.4K
|
3.05K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-650- 6.7% |
$62K - $80.8K
|
9.06K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-282- 3.35% |
$26.9K - $35K
|
8.14K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-247- 11.0% |
$23.6K - $30.7K
|
2K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Towle & CO
Denver, CO |
SELL
|
- |
-230- 2.04% |
$21.9K - $28.6K
|
11.1K
$1.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-169- 3.42% |
$16.1K - $21K
|
4.77K
$597K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-59- 2.64% |
$5.63K - $7.33K
|
2.18K
$273K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 5.32% |
$2.39K - $3.11K
|
445
$55.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-15- 23.08% |
$1.43K - $1.86K
|
50
$6.26K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-14- 1.12% |
$1.34K - $1.74K
|
1.24K
$155K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-13- 3.28% |
$1.24K - $1.62K
|
383
$47.9K
|
|
| Q2 2023 | |||||||
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-514K- 88.95% |
$46.6M - $54.7M
|
63.8K
$7.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-205K- 92.01% |
$18.7M - $21.9M
|
17.8K
$2.23M
|
|
|
Nov 27, 2023
Q2 2023
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-178K- 57.19% |
$16.2M - $19M
|
133K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-49.1K- 94.05% |
$4.46M - $5.23M
|
3.11K
$389K
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-22.4KClosed |
$2.03M - $2.38M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-21.6K- 63.67% |
$1.96M - $2.3M
|
12.3K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5.2K- 20.49% |
$472K - $554K
|
20.2K
$2.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-4.73K- 37.16% |
$430K - $504K
|
8K
$1M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-2.14K- 31.03% |
$194K - $227K
|
4.75K
$594K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.25K- 20.16% |
$114K - $133K
|
4.95K
$620K
|
|
|
Jul 24, 2023
Q2 2023
|
Aquila Investment Management LLC
|
SELL
|
- |
-1K- 9.09% |
$90.8K - $106K
|
10K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-891- 11.93% |
$80.9K - $94.9K
|
6.58K
$824K
|
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-790- 48.2% |
$71.7K - $84.1K
|
849
$106K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-253- 10.42% |
$23K - $26.9K
|
2.17K
$272K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-218- 55.33% |
$19.8K - $23.2K
|
176
$22K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-218- 55.33% |
$19.8K - $23.2K
|
176
$22K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-216- 1.28% |
$19.6K - $23K
|
16.7K
$2.09M
|
|