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 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-12.8K- 48.3% |
$1.6M - $1.88M
|
13.7K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-5.34K- 58.42% |
$667K - $786K
|
3.8K
$496K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-4.76K- 73.93% |
$595K - $700K
|
1.68K
$219K
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-4.68K- 9.67% |
$585K - $688K
|
43.7K
$5.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.13K- 3.79% |
$516K - $608K
|
105K
$13.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.97K- 72.14% |
$496K - $584K
|
1.53K
$200K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-3.08K- 61.82% |
$385K - $454K
|
1.9K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-2.56K- 47.97% |
$319K - $376K
|
2.77K
$362K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.21K- 57.87% |
$276K - $325K
|
1.61K
$210K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2.06K- 23.42% |
$258K - $304K
|
6.75K
$881K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.9K- 12.2% |
$237K - $279K
|
13.7K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.68K- 38.13% |
$209K - $247K
|
2.72K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.6K- 74.92% |
$200K - $235K
|
535
$69.8K
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.56KClosed |
$195K - $230K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.4K- 19.73% |
$175K - $205K
|
5.68K
$741K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.37K- 25.09% |
$171K - $201K
|
4.08K
$532K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.35K- 26.59% |
$168K - $198K
|
3.71K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.28K- 41.32% |
$160K - $188K
|
1.81K
$236K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-1.13K- 12.0% |
$141K - $166K
|
8.29K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-935- 79.1% |
$117K - $138K
|
247
$32.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-856- 6.38% |
$107K - $126K
|
12.6K
$1.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-783- 20.95% |
$97.9K - $115K
|
2.95K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-752- 32.23% |
$94K - $111K
|
1.58K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-743- 25.8% |
$92.9K - $109K
|
2.14K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-696- 5.23% |
$87K - $102K
|
12.6K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-586- 26.2% |
$73.3K - $86.2K
|
1.65K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-524- 2.14% |
$65.5K - $77.1K
|
24K
$3.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-513- 0.49% |
$64.1K - $75.5K
|
105K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-500- 3.7% |
$62.5K - $73.6K
|
13K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-493- 20.89% |
$61.6K - $72.6K
|
1.87K
$244K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-476- 37.6% |
$59.5K - $70.1K
|
790
$103K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-460- 21.89% |
$57.5K - $67.7K
|
1.64K
$214K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-398- 2.6% |
$49.8K - $58.6K
|
14.9K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-369- 15.01% |
$46.1K - $54.3K
|
2.09K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-362- 27.59% |
$45.3K - $53.3K
|
950
$124K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-333- 15.55% |
$41.6K - $49K
|
1.81K
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-328- 9.64% |
$41K - $48.3K
|
3.07K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-301- 12.81% |
$37.6K - $44.3K
|
2.05K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-295- 4.76% |
$36.9K - $43.4K
|
5.9K
$770K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-282- 18.15% |
$35.3K - $41.5K
|
1.27K
$166K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-250- 0.9% |
$31.3K - $36.8K
|
27.7K
$3.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-181- 10.56% |
$22.6K - $26.6K
|
1.53K
$200K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-180- 9.89% |
$22.5K - $26.5K
|
1.64K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-169- 9.15% |
$21.1K - $24.9K
|
1.68K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-127- 7.37% |
$15.9K - $18.7K
|
1.6K
$208K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-125- 4.55% |
$15.6K - $18.4K
|
2.63K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-125- 1.62% |
$15.6K - $18.4K
|
7.61K
$993K
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-115- 58.67% |
$14.4K - $16.9K
|
81
$10.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-111- 4.07% |
$13.9K - $16.3K
|
2.62K
$342K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-110- 3.57% |
$13.8K - $16.2K
|
2.97K
$388K
|