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 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-42- 1.39% |
$4.79K - $5.53K
|
2.98K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-41- 2.07% |
$4.67K - $5.39K
|
1.94K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-40- 1.93% |
$4.56K - $5.26K
|
2.04K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-36- 0.69% |
$4.1K - $4.74K
|
5.17K
$674K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-35- 0.94% |
$3.99K - $4.6K
|
3.68K
$480K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-35- 1.51% |
$3.99K - $4.6K
|
2.29K
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-35- 17.5% |
$3.99K - $4.6K
|
165
$21.5K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-34- 2.08% |
$3.87K - $4.47K
|
1.6K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-34- 0.54% |
$3.87K - $4.47K
|
6.32K
$824K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-33- 1.38% |
$3.76K - $4.34K
|
2.35K
$307K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-32- 0.93% |
$3.65K - $4.21K
|
3.4K
$444K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-32- 1.15% |
$3.65K - $4.21K
|
2.76K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-31- 0.35% |
$3.53K - $4.08K
|
8.87K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-30- 9.23% |
$3.42K - $3.95K
|
295
$38.5K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-30- 0.89% |
$3.42K - $3.95K
|
3.34K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.6% |
$3.3K - $3.81K
|
4.81K
$628K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-28- 0.51% |
$3.19K - $3.68K
|
5.48K
$715K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-27- 0.05% |
$3.08K - $3.55K
|
51.3K
$6.69M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-27- 0.91% |
$3.08K - $3.55K
|
2.96K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-26- 0.57% |
$2.96K - $3.42K
|
4.54K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-25- 9.12% |
$2.85K - $3.29K
|
249
$32.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-25- 0.17% |
$2.85K - $3.29K
|
14.7K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-23- 0.6% |
$2.62K - $3.03K
|
3.79K
$495K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-23- 0.22% |
$2.62K - $3.03K
|
10.6K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-20- 0.75% |
$2.28K - $2.63K
|
2.64K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20- 0.62% |
$2.28K - $2.63K
|
3.2K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-20- 0.59% |
$2.28K - $2.63K
|
3.36K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-20- 8.47% |
$2.28K - $2.63K
|
216
$28.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-20- 18.87% |
$2.28K - $2.63K
|
86
$11.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-19- 0.46% |
$2.16K - $2.5K
|
4.1K
$535K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-19- 0.43% |
$2.16K - $2.5K
|
4.39K
$573K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-18- 0.92% |
$2.05K - $2.37K
|
1.94K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-18- 0.57% |
$2.05K - $2.37K
|
3.13K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-17- 0.69% |
$1.94K - $2.24K
|
2.46K
$322K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-17- 14.53% |
$1.94K - $2.24K
|
100
$13.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 19.75% |
$1.82K - $2.1K
|
65
$8.48K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15- 0.43% |
$1.71K - $1.97K
|
3.45K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-15- 0.46% |
$1.71K - $1.97K
|
3.25K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-14- 1.02% |
$1.6K - $1.84K
|
1.35K
$177K
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-13- 0.18% |
$1.48K - $1.71K
|
7.07K
$922K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-13- 0.19% |
$1.48K - $1.71K
|
6.67K
$870K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-12- 1.19% |
$1.37K - $1.58K
|
995
$130K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 0.71% |
$1.37K - $1.58K
|
1.67K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 8.33% |
$1.37K - $1.58K
|
132
$17.2K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11- 0.29% |
$1.25K - $1.45K
|
3.79K
$494K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 19.64% |
$1.25K - $1.45K
|
45
$5.87K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10- 0.09% |
$1.14K - $1.32K
|
11.3K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10- 0.11% |
$1.14K - $1.32K
|
9.02K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-10- 0.31% |
$1.14K - $1.32K
|
3.19K
$417K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-10- 0.64% |
$1.14K - $1.32K
|
1.55K
$202K
|