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 |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-36- 0.75% |
$3.34K - $4.53K
|
4.74K
$627K
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-35- 6.96% |
$3.25K - $4.4K
|
468
$61.9K
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-35- 7.22% |
$3.25K - $4.4K
|
450
$59.5K
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-35- 0.6% |
$3.25K - $4.4K
|
5.83K
$771K
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-35- 2.38% |
$3.25K - $4.4K
|
1.44K
$190K
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-34- 1.03% |
$3.16K - $4.27K
|
3.25K
$430K
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-34- 1.97% |
$3.16K - $4.27K
|
1.69K
$224K
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-34- 0.89% |
$3.16K - $4.27K
|
3.8K
$502K
|
|
Aug 11, 2025
Q2 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-33- 1.12% |
$3.06K - $4.15K
|
2.93K
$387K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-33- 33.67% |
$3.06K - $4.15K
|
65
$8.6K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-33- 13.1% |
$3.06K - $4.15K
|
219
$29K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-33- 6.24% |
$3.06K - $4.15K
|
496
$65.6K
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-33- 11.66% |
$3.06K - $4.15K
|
250
$33.1K
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-33- 0.87% |
$3.06K - $4.15K
|
3.76K
$497K
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-33- 1.46% |
$3.06K - $4.15K
|
2.24K
$296K
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-32- 1.7% |
$2.97K - $4.02K
|
1.86K
$245K
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-32- 9.2% |
$2.97K - $4.02K
|
316
$41.8K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 11.65% |
$2.88K - $3.9K
|
235
$31.1K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-31- 0.7% |
$2.88K - $3.9K
|
4.39K
$580K
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-29- 0.71% |
$2.69K - $3.65K
|
4.04K
$534K
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28- 0.41% |
$2.6K - $3.52K
|
6.88K
$910K
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-27- 6.75% |
$2.51K - $3.39K
|
373
$49.3K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-27- 11.25% |
$2.51K - $3.39K
|
213
$28.2K
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-26- 1.0% |
$2.41K - $3.27K
|
2.58K
$341K
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-25- 0.27% |
$2.32K - $3.14K
|
9.18K
$1.21M
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-25- 1.22% |
$2.32K - $3.14K
|
2.03K
$269K
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-25- 1.32% |
$2.32K - $3.14K
|
1.87K
$247K
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25- 0.24% |
$2.32K - $3.14K
|
10.3K
$1.36M
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-24- 0.81% |
$2.23K - $3.02K
|
2.94K
$389K
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-23- 0.56% |
$2.14K - $2.89K
|
4.08K
$540K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-21- 2.54% |
$1.95K - $2.64K
|
806
$107K
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-21- 0.95% |
$1.95K - $2.64K
|
2.2K
$291K
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-20- 0.58% |
$1.86K - $2.51K
|
3.43K
$454K
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-19- 0.26% |
$1.76K - $2.39K
|
7.22K
$955K
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-18- 0.09% |
$1.67K - $2.26K
|
19.8K
$2.62M
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-18- 0.48% |
$1.67K - $2.26K
|
3.77K
$499K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-18- 7.23% |
$1.67K - $2.26K
|
231
$30.6K
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-17- 0.63% |
$1.58K - $2.14K
|
2.66K
$352K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 1.39% |
$1.49K - $2.01K
|
1.13K
$150K
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-16- 8.0% |
$1.49K - $2.01K
|
184
$24.3K
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-15- 0.02% |
$1.39K - $1.89K
|
66.8K
$8.83M
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-15- 0.83% |
$1.39K - $1.89K
|
1.8K
$238K
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-15- 0.06% |
$1.39K - $1.89K
|
24.1K
$3.19M
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-14- 0.08% |
$1.3K - $1.76K
|
17K
$2.25M
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14- 11.2% |
$1.3K - $1.76K
|
111
$14.7K
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-14- 0.77% |
$1.3K - $1.76K
|
1.8K
$238K
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-12- 0.69% |
$1.11K - $1.51K
|
1.74K
$230K
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-10- 27.03% |
$929 - $1.26K
|
27
$3.57K
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-10- 2.99% |
$929 - $1.26K
|
325
$43K
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-10- 12.82% |
$929 - $1.26K
|
68
$9K
|