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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-153- 2.75% |
$17.4K - $20.1K
|
5.4K
$705K
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-150- 6.61% |
$17.1K - $19.7K
|
2.12K
$277K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-150- 95.54% |
$17.1K - $19.7K
|
7
$914
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-150- 1.02% |
$17.1K - $19.7K
|
14.5K
$1.9M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-145- 2.97% |
$16.5K - $19.1K
|
4.74K
$619K
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-144- 3.62% |
$16.4K - $18.9K
|
3.84K
$501K
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-143- 0.3% |
$16.3K - $18.8K
|
48.1K
$6.28M
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-143- 1.77% |
$16.3K - $18.8K
|
7.93K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-142- 6.65% |
$16.2K - $18.7K
|
1.99K
$260K
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-141- 3.93% |
$16.1K - $18.5K
|
3.45K
$450K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-141- 2.48% |
$16.1K - $18.5K
|
5.54K
$723K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-140- 3.93% |
$16K - $18.4K
|
3.42K
$446K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-139- 4.1% |
$15.8K - $18.3K
|
3.25K
$424K
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-137- 0.35% |
$15.6K - $18K
|
38.5K
$5.02M
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-132- 44.59% |
$15K - $17.4K
|
164
$21.4K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-131- 0.86% |
$14.9K - $17.2K
|
15.1K
$1.97M
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-129- 3.25% |
$14.7K - $17K
|
3.84K
$502K
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-125- 2.64% |
$14.2K - $16.4K
|
4.6K
$601K
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-125- 1.61% |
$14.2K - $16.4K
|
7.63K
$996K
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-124- 6.4% |
$14.1K - $16.3K
|
1.81K
$237K
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-120- 4.94% |
$13.7K - $15.8K
|
2.31K
$301K
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-119- 5.94% |
$13.6K - $15.7K
|
1.89K
$246K
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-118- 64.13% |
$13.4K - $15.5K
|
66
$8.61K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-117- 0.41% |
$13.3K - $15.4K
|
28.6K
$3.74M
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-115- 0.32% |
$13.1K - $15.1K
|
35.8K
$4.67M
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-114- 27.47% |
$13K - $15K
|
301
$39.3K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-114- 0.73% |
$13K - $15K
|
15.6K
$2.03M
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-112- 5.21% |
$12.8K - $14.7K
|
2.04K
$266K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110- 0.79% |
$12.5K - $14.5K
|
13.8K
$1.8M
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-110- 3.31% |
$12.5K - $14.5K
|
3.22K
$420K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-110- 11.39% |
$12.5K - $14.5K
|
856
$112K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-108- 3.97% |
$12.3K - $14.2K
|
2.61K
$341K
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-108- 5.58% |
$12.3K - $14.2K
|
1.83K
$239K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-108- 1.68% |
$12.3K - $14.2K
|
6.31K
$823K
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-106- 1.98% |
$12.1K - $13.9K
|
5.25K
$686K
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-103- 4.38% |
$11.7K - $13.5K
|
2.25K
$293K
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-103- 4.21% |
$11.7K - $13.5K
|
2.35K
$306K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-101- 3.31% |
$11.5K - $13.3K
|
2.95K
$385K
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-100- 1.71% |
$11.4K - $13.2K
|
5.74K
$749K
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.09% |
$11.4K - $13.2K
|
112K
$14.6M
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 3.7% |
$11.4K - $13.2K
|
2.6K
$340K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-100- 36.5% |
$11.4K - $13.2K
|
174
$22.7K
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-100- 1.03% |
$11.4K - $13.2K
|
9.64K
$1.26M
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-100- 3.33% |
$11.4K - $13.2K
|
2.9K
$379K
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-99- 3.1% |
$11.3K - $13K
|
3.09K
$404K
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-99- 1.22% |
$11.3K - $13K
|
8K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-98- 2.85% |
$11.2K - $12.9K
|
3.35K
$437K
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-96- 1.04% |
$10.9K - $12.6K
|
9.16K
$1.2M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.54% |
$10.9K - $12.6K
|
17.7K
$2.31M
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-95- 4.43% |
$10.8K - $12.5K
|
2.05K
$268K
|