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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-571- 6.79% |
$72.9K - $93.3K
|
7.84K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-565- 3.16% |
$72.1K - $92.3K
|
17.3K
$2.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-530- 12.85% |
$67.7K - $86.6K
|
3.6K
$482K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-525- 26.99% |
$67K - $85.8K
|
1.42K
$190K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-498- 82.86% |
$63.6K - $81.3K
|
103
$13.8K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-472- 24.84% |
$60.3K - $77.1K
|
1.43K
$191K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-390- 22.81% |
$49.8K - $63.7K
|
1.32K
$177K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-369- 23.65% |
$47.1K - $60.3K
|
1.19K
$160K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-323- 61.88% |
$41.2K - $52.8K
|
199
$26.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-323- 85.45% |
$41.2K - $52.8K
|
55
$7.37K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-320- 20.23% |
$40.9K - $52.3K
|
1.26K
$169K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-274- 12.19% |
$35K - $44.8K
|
1.97K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-250- 5.4% |
$31.9K - $40.8K
|
4.38K
$587K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-240- 14.97% |
$30.6K - $39.2K
|
1.36K
$183K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-207- 10.94% |
$26.4K - $33.8K
|
1.69K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-204- 5.59% |
$26K - $33.3K
|
3.44K
$461K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-200- 9.13% |
$25.5K - $32.7K
|
1.99K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-195- 4.53% |
$24.9K - $31.9K
|
4.11K
$551K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-184- 27.5% |
$23.5K - $30.1K
|
485
$65K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-180- 11.86% |
$23K - $29.4K
|
1.34K
$179K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-165- 7.38% |
$21.1K - $27K
|
2.07K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-150- 7.36% |
$19.2K - $24.5K
|
1.89K
$253K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-135- 8.77% |
$17.2K - $22.1K
|
1.41K
$188K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-130- 1.36% |
$16.6K - $21.2K
|
9.44K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-120- 6.59% |
$15.3K - $19.6K
|
1.7K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-114- 1.11% |
$14.6K - $18.6K
|
10.2K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-114- 0.67% |
$14.6K - $18.6K
|
16.9K
$2.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-113- 7.51% |
$14.4K - $18.5K
|
1.39K
$186K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-108- 12.95% |
$13.8K - $17.6K
|
726
$97.3K
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-101- 5.84% |
$12.9K - $16.5K
|
1.63K
$218K
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-100- 6.15% |
$12.8K - $16.3K
|
1.53K
$205K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 6.37% |
$12.8K - $16.3K
|
1.47K
$197K
|
|
|
May 06, 2024
Q1 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-75- 2.13% |
$9.58K - $12.3K
|
3.44K
$461K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-75- 3.84% |
$9.58K - $12.3K
|
1.88K
$252K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-70- 1.23% |
$8.94K - $11.4K
|
5.63K
$755K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-70- 1.63% |
$8.94K - $11.4K
|
4.23K
$567K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-67- 4.0% |
$8.55K - $10.9K
|
1.61K
$215K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-66- 4.24% |
$8.43K - $10.8K
|
1.49K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-65- 9.63% |
$8.3K - $10.6K
|
610
$81.7K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-65- 1.06% |
$8.3K - $10.6K
|
6.05K
$810K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-60- 2.44% |
$7.66K - $9.8K
|
2.4K
$321K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-52- 3.22% |
$6.64K - $8.49K
|
1.56K
$210K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-52- 32.1% |
$6.64K - $8.49K
|
110
$14.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-50- 2.2% |
$6.38K - $8.17K
|
2.22K
$298K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-46- 2.8% |
$5.87K - $7.51K
|
1.6K
$214K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-41- 32.54% |
$5.23K - $6.7K
|
85
$11.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-41- 2.67% |
$5.23K - $6.7K
|
1.5K
$201K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-35- 1.94% |
$4.47K - $5.72K
|
1.77K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-33- 1.1% |
$4.21K - $5.39K
|
2.96K
$396K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-30- 4.22% |
$3.83K - $4.9K
|
681
$91.2K
|