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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-745- 28.49% |
$101K - $129K
|
1.87K
$239K
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-641- 5.12% |
$87.1K - $111K
|
11.9K
$1.52M
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-600- 31.71% |
$81.5K - $104K
|
1.29K
$165K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-560- 31.91% |
$76.1K - $96.7K
|
1.2K
$153K
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-550- 26.83% |
$74.7K - $95K
|
1.5K
$192K
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-538- 27.24% |
$73.1K - $92.9K
|
1.44K
$184K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-500- 0.29% |
$67.9K - $86.4K
|
169K
$21.7M
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-499- 23.71% |
$67.8K - $86.2K
|
1.61K
$206K
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-480- 1.45% |
$65.2K - $82.9K
|
32.7K
$4.19M
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-407- 4.08% |
$55.3K - $70.3K
|
9.58K
$1.23M
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-406- 20.47% |
$55.2K - $70.1K
|
1.58K
$202K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-399- 13.15% |
$54.2K - $68.9K
|
2.64K
$337K
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-397- 14.83% |
$53.9K - $68.6K
|
2.28K
$292K
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-376- 14.03% |
$51.1K - $64.9K
|
2.3K
$295K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-373- 19.76% |
$50.7K - $64.4K
|
1.52K
$194K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-367- 8.6% |
$49.9K - $63.4K
|
3.9K
$499K
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-304- 16.92% |
$41.3K - $52.5K
|
1.49K
$191K
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-290- 8.72% |
$39.4K - $50.1K
|
3.04K
$389K
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-270- 14.37% |
$36.7K - $46.6K
|
1.61K
$206K
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-270- 7.9% |
$36.7K - $46.6K
|
3.15K
$403K
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-255- 15.64% |
$34.6K - $44K
|
1.38K
$176K
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-250- 2.83% |
$34K - $43.2K
|
8.59K
$1.1M
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-246- 14.68% |
$33.4K - $42.5K
|
1.43K
$183K
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-217- 3.14% |
$29.5K - $37.5K
|
6.7K
$858K
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-204- 2.48% |
$27.7K - $35.2K
|
8.01K
$1.03M
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-175- 2.26% |
$23.8K - $30.2K
|
7.56K
$968K
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-170- 7.43% |
$23.1K - $29.4K
|
2.12K
$271K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-165- 9.42% |
$22.4K - $28.5K
|
1.59K
$203K
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-160- 6.23% |
$21.7K - $27.6K
|
2.41K
$308K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-150- 6.82% |
$20.4K - $25.9K
|
2.05K
$262K
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-138- 4.07% |
$18.7K - $23.8K
|
3.25K
$416K
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-128- 6.33% |
$17.4K - $22.1K
|
1.89K
$242K
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-100- 2.27% |
$13.6K - $17.3K
|
4.31K
$552K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-98- 6.7% |
$13.3K - $16.9K
|
1.36K
$175K
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-93- 15.68% |
$12.6K - $16.1K
|
500
$64K
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-89- 3.53% |
$12.1K - $15.4K
|
2.43K
$312K
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-77- 48.43% |
$10.5K - $13.3K
|
82
$10.5K
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-76- 5.01% |
$10.3K - $13.1K
|
1.44K
$185K
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-72- 4.0% |
$9.78K - $12.4K
|
1.73K
$221K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-63- 98.44% |
$8.56K - $10.9K
|
1
$128
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-62- 3.62% |
$8.42K - $10.7K
|
1.65K
$211K
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-60- 1.5% |
$8.15K - $10.4K
|
3.94K
$504K
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-51- 3.37% |
$6.93K - $8.81K
|
1.46K
$187K
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-50- 1.84% |
$6.79K - $8.64K
|
2.67K
$342K
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-50- 0.83% |
$6.79K - $8.64K
|
6K
$768K
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-50- 3.33% |
$6.79K - $8.64K
|
1.45K
$186K
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-49- 2.8% |
$6.66K - $8.46K
|
1.7K
$217K
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-48- 1.48% |
$6.52K - $8.29K
|
3.2K
$410K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-45- 1.35% |
$6.11K - $7.77K
|
3.3K
$423K
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-39- 11.54% |
$5.3K - $6.74K
|
299
$38.3K
|