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 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-38- 0.37% |
$4.75K - $5.59K
|
10.3K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-37- 30.33% |
$4.63K - $5.45K
|
85
$11.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 13.96% |
$4.63K - $5.45K
|
228
$30.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-36- 19.89% |
$4.5K - $5.3K
|
145
$19.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-36- 2.18% |
$4.5K - $5.3K
|
1.61K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-35- 1.99% |
$4.38K - $5.15K
|
1.72K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-35- 0.4% |
$4.38K - $5.15K
|
8.68K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-34- 0.54% |
$4.25K - $5K
|
6.31K
$848K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-33- 15.21% |
$4.13K - $4.86K
|
184
$24.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-31- 0.79% |
$3.88K - $4.56K
|
3.89K
$523K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
SELL
|
- |
-31- 1.57% |
$3.88K - $4.56K
|
1.95K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-30- 2.4% |
$3.75K - $4.42K
|
1.22K
$164K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 0.71% |
$3.75K - $4.42K
|
4.17K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-29- 0.87% |
$3.63K - $4.27K
|
3.31K
$444K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-29- 0.65% |
$3.63K - $4.27K
|
4.41K
$592K
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-28- 1.57% |
$3.5K - $4.12K
|
1.75K
$235K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-28- 0.86% |
$3.5K - $4.12K
|
3.22K
$433K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-27- 4.37% |
$3.38K - $3.97K
|
591
$79.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-27- 1.1% |
$3.38K - $3.97K
|
2.42K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-27- 0.57% |
$3.38K - $3.97K
|
4.68K
$628K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-27- 0.18% |
$3.38K - $3.97K
|
14.9K
$2M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-27- 12.92% |
$3.38K - $3.97K
|
182
$24.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-27- 1.03% |
$3.38K - $3.97K
|
2.6K
$350K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26- 10.36% |
$3.25K - $3.83K
|
225
$30.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-26- 0.79% |
$3.25K - $3.83K
|
3.28K
$440K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-25- 0.43% |
$3.13K - $3.68K
|
5.86K
$786K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-25- 0.52% |
$3.13K - $3.68K
|
4.82K
$647K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-25- 0.37% |
$3.13K - $3.68K
|
6.71K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-24- 0.41% |
$3K - $3.53K
|
5.85K
$786K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-24- 0.41% |
$3K - $3.53K
|
5.86K
$786K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-23- 0.46% |
$2.88K - $3.38K
|
4.95K
$664K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-23- 0.49% |
$2.88K - $3.38K
|
4.72K
$633K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-22- 0.46% |
$2.75K - $3.24K
|
4.8K
$645K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-21- 0.32% |
$2.63K - $3.09K
|
6.63K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 0.99% |
$2.5K - $2.94K
|
2.01K
$269K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-20- 0.85% |
$2.5K - $2.94K
|
2.35K
$315K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-19- 0.62% |
$2.38K - $2.8K
|
3.04K
$408K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-19- 1.58% |
$2.38K - $2.8K
|
1.19K
$159K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 2.67% |
$2.25K - $2.65K
|
655
$87.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18- 8.29% |
$2.25K - $2.65K
|
199
$26.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-17- 1.45% |
$2.13K - $2.5K
|
1.16K
$156K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-15- 12.5% |
$1.88K - $2.21K
|
105
$14.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-15- 0.25% |
$1.88K - $2.21K
|
6.01K
$807K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-15- 75.0% |
$1.88K - $2.21K
|
5
$671
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-15- 0.25% |
$1.88K - $2.21K
|
6.08K
$816K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-14- 0.86% |
$1.75K - $2.06K
|
1.62K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-12- 0.48% |
$1.5K - $1.77K
|
2.5K
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-12- 2.19% |
$1.5K - $1.77K
|
536
$72K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-11- 0.2% |
$1.38K - $1.62K
|
5.53K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-10- 0.06% |
$1.25K - $1.47K
|
17.5K
$2.35M
|