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 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-87- 15.13% |
$9.91K - $11.4K
|
488
$64.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-83- 2.52% |
$9.46K - $10.9K
|
3.22K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-78- 0.95% |
$8.89K - $10.3K
|
8.16K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-78- 2.38% |
$8.89K - $10.3K
|
3.19K
$423K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-76- 27.54% |
$8.66K - $10K
|
200
$26.5K
|
|
|
May 13, 2025
Q1 2025
|
Brooklands Fund Management LTD
London, X0 |
SELL
|
CALL |
-76- 19.19% |
$8.66K - $10K
|
320
$42.3K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-75- 1.81% |
$8.54K - $9.87K
|
4.06K
$537K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-74- 28.91% |
$8.43K - $9.73K
|
182
$24.1K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-67- 2.65% |
$7.63K - $8.81K
|
2.47K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-63- 4.27% |
$7.18K - $8.29K
|
1.41K
$187K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-63- 2.53% |
$7.18K - $8.29K
|
2.43K
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-54- 23.48% |
$6.15K - $7.1K
|
176
$23.3K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-52- 0.46% |
$5.92K - $6.84K
|
11.3K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-49- 2.06% |
$5.58K - $6.45K
|
2.33K
$308K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-45- 4.56% |
$5.13K - $5.92K
|
942
$125K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-44- 0.65% |
$5.01K - $5.79K
|
6.72K
$889K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-41- 2.07% |
$4.67K - $5.39K
|
1.94K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-40- 1.93% |
$4.56K - $5.26K
|
2.04K
$269K
|
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-36- 40.0% |
$4.1K - $4.74K
|
54
$7.14K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-36- 0.69% |
$4.1K - $4.74K
|
5.17K
$684K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-35- 0.94% |
$3.99K - $4.6K
|
3.68K
$486K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-35- 17.5% |
$3.99K - $4.6K
|
165
$21.8K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-28- 0.34% |
$3.19K - $3.68K
|
8.24K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-20- 0.75% |
$2.28K - $2.63K
|
2.64K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-20- 18.87% |
$2.28K - $2.63K
|
86
$11.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-18- 0.92% |
$2.05K - $2.37K
|
1.94K
$257K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-17- 14.53% |
$1.94K - $2.24K
|
100
$13.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 19.75% |
$1.82K - $2.1K
|
65
$8.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-15- 0.46% |
$1.71K - $1.97K
|
3.25K
$430K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-14- 0.8% |
$1.6K - $1.84K
|
1.74K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-14- 1.02% |
$1.6K - $1.84K
|
1.35K
$179K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 19.64% |
$1.25K - $1.45K
|
45
$5.95K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-10- 0.64% |
$1.14K - $1.32K
|
1.55K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9- 1.21% |
$1.03K - $1.18K
|
734
$97.1K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-9- 0.45% |
$1.03K - $1.18K
|
2.01K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-8- 32.0% |
$911 - $1.05K
|
17
$2.25K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-8- 4.35% |
$911 - $1.05K
|
176
$23.3K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-7- 0.1% |
$798 - $921
|
6.69K
$885K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-7- 0.11% |
$798 - $921
|
6.2K
$820K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7- 12.5% |
$798 - $921
|
49
$6.48K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-6- 1.89% |
$684 - $789
|
311
$41.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-5- 0.12% |
$570 - $658
|
4.07K
$538K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-2- 0.76% |
$228 - $263
|
260
$34.4K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 0.66% |
$114 - $132
|
150
$19.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$114 - $132
|
4.14K
$548K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-467K- 79.8% |
$51.5M - $64.8M
|
118K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-367K- 27.74% |
$40.5M - $51M
|
955K
$126M
|
|
|
Feb 14, 2025
Q4 2024
|
Thomist Capital Management, LP
Houston, TX |
SELL
|
- |
-196K- 56.89% |
$21.6M - $27.2M
|
149K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-86.2K- 91.98% |
$9.51M - $12M
|
7.52K
$994K
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-74.4K- 92.57% |
$8.21M - $10.3M
|
5.98K
$791K
|
|