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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-80- 1.73% |
$10K - $11.8K
|
4.54K
$610K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-80- 4.56% |
$10K - $11.8K
|
1.68K
$225K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-80- 5.66% |
$10K - $11.8K
|
1.33K
$179K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-78- 2.46% |
$9.75K - $11.5K
|
3.09K
$415K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-76- 3.58% |
$9.5K - $11.2K
|
2.05K
$275K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-76- 3.13% |
$9.5K - $11.2K
|
2.35K
$316K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-75- 0.7% |
$9.38K - $11K
|
10.6K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-74- 4.11% |
$9.25K - $10.9K
|
1.73K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-74- 3.38% |
$9.25K - $10.9K
|
2.12K
$284K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-74- 1.31% |
$9.25K - $10.9K
|
5.59K
$751K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-73- 1.25% |
$9.13K - $10.7K
|
5.77K
$775K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-71- 4.42% |
$8.88K - $10.4K
|
1.53K
$206K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-70- 2.68% |
$8.75K - $10.3K
|
2.54K
$341K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-67- 1.7% |
$8.38K - $9.86K
|
3.86K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-64- 2.23% |
$8K - $9.42K
|
2.8K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-64- 2.83% |
$8K - $9.42K
|
2.2K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-61- 2.18% |
$7.63K - $8.98K
|
2.74K
$368K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-60- 1.4% |
$7.5K - $8.83K
|
4.24K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-59- 0.44% |
$7.38K - $8.68K
|
13.4K
$1.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-59- 2.03% |
$7.38K - $8.68K
|
2.85K
$383K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-59- 0.88% |
$7.38K - $8.68K
|
6.68K
$897K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-59- 0.85% |
$7.38K - $8.68K
|
6.84K
$919K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-58- 1.82% |
$7.25K - $8.54K
|
3.12K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-57- 0.75% |
$7.13K - $8.39K
|
7.55K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-55- 0.59% |
$6.88K - $8.09K
|
9.3K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-55- 0.77% |
$6.88K - $8.09K
|
7.08K
$950K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-55- 0.27% |
$6.88K - $8.09K
|
20.1K
$2.7M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-55- 1.79% |
$6.88K - $8.09K
|
3.02K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-53- 1.54% |
$6.63K - $7.8K
|
3.39K
$455K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-53- 0.25% |
$6.63K - $7.8K
|
21.3K
$2.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-52- 0.75% |
$6.5K - $7.65K
|
6.91K
$928K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-50- 2.99% |
$6.25K - $7.36K
|
1.62K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-49- 2.49% |
$6.13K - $7.21K
|
1.92K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-49- 1.47% |
$6.13K - $7.21K
|
3.28K
$440K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 12.28% |
$6.13K - $7.21K
|
350
$47K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-48- 71.64% |
$6K - $7.06K
|
19
$2.55K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-46- 1.4% |
$5.75K - $6.77K
|
3.25K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-45- 1.08% |
$5.63K - $6.62K
|
4.14K
$555K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-45- 1.14% |
$5.63K - $6.62K
|
3.89K
$522K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-45- 1.01% |
$5.63K - $6.62K
|
4.39K
$590K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-44- 12.98% |
$5.5K - $6.48K
|
295
$39.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-43- 1.86% |
$5.38K - $6.33K
|
2.27K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-42- 0.22% |
$5.25K - $6.18K
|
18.6K
$2.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-42- 1.53% |
$5.25K - $6.18K
|
2.7K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-41- 1.71% |
$5.13K - $6.03K
|
2.36K
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-41- 1.34% |
$5.13K - $6.03K
|
3.01K
$404K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 3.89% |
$5K - $5.89K
|
987
$133K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-39- 2.99% |
$4.88K - $5.74K
|
1.27K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-38- 0.95% |
$4.75K - $5.59K
|
3.95K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-38- 0.57% |
$4.75K - $5.59K
|
6.68K
$897K
|