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 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-397- 14.83% |
$53.9K - $68.6K
|
2.28K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-376- 14.03% |
$51.1K - $64.9K
|
2.3K
$301K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-373- 19.76% |
$50.7K - $64.4K
|
1.52K
$198K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-367- 8.6% |
$49.9K - $63.4K
|
3.9K
$509K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-304- 16.92% |
$41.3K - $52.5K
|
1.49K
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-270- 14.37% |
$36.7K - $46.6K
|
1.61K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-270- 7.9% |
$36.7K - $46.6K
|
3.15K
$411K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-255- 15.64% |
$34.6K - $44K
|
1.38K
$179K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-217- 3.14% |
$29.5K - $37.5K
|
6.7K
$875K
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-175- 2.26% |
$23.8K - $30.2K
|
7.56K
$987K
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-170- 7.43% |
$23.1K - $29.4K
|
2.12K
$276K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-165- 9.42% |
$22.4K - $28.5K
|
1.59K
$207K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-138- 4.07% |
$18.7K - $23.8K
|
3.25K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-128- 6.33% |
$17.4K - $22.1K
|
1.89K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-100- 2.27% |
$13.6K - $17.3K
|
4.31K
$562K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-98- 6.7% |
$13.3K - $16.9K
|
1.36K
$178K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-93- 15.68% |
$12.6K - $16.1K
|
500
$65.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-89- 3.53% |
$12.1K - $15.4K
|
2.43K
$318K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-77- 48.43% |
$10.5K - $13.3K
|
82
$10.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-76- 5.01% |
$10.3K - $13.1K
|
1.44K
$188K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-63- 98.44% |
$8.56K - $10.9K
|
1
$131
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-60- 1.5% |
$8.15K - $10.4K
|
3.94K
$514K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-51- 3.37% |
$6.93K - $8.81K
|
1.46K
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-50- 1.84% |
$6.79K - $8.64K
|
2.67K
$349K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-50- 0.83% |
$6.79K - $8.64K
|
6K
$782K
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-50- 3.33% |
$6.79K - $8.64K
|
1.45K
$190K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-39- 11.54% |
$5.3K - $6.74K
|
299
$39K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-38- 1.87% |
$5.16K - $6.56K
|
2K
$260K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-34- 2.32% |
$4.62K - $5.87K
|
1.43K
$187K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-27- 1.73% |
$3.67K - $4.66K
|
1.53K
$200K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 26.6% |
$3.4K - $4.32K
|
69
$9.01K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-20- 0.67% |
$2.72K - $3.45K
|
2.96K
$386K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-20- 1.07% |
$2.72K - $3.45K
|
1.84K
$241K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-16- 0.81% |
$2.17K - $2.76K
|
1.95K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 1.98% |
$1.77K - $2.25K
|
644
$84K
|
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
SELL
|
- |
-10- 0.5% |
$1.36K - $1.73K
|
1.99K
$260K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-9- 0.45% |
$1.22K - $1.55K
|
1.99K
$260K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-9- 0.47% |
$1.22K - $1.55K
|
1.9K
$248K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 0.75% |
$408 - $518
|
397
$51.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.13% |
$272 - $345
|
1.57K
$205K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1- 0.07% |
$136 - $173
|
1.47K
$191K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-148K- 87.18% |
$18.9M - $24.2M
|
21.7K
$2.84M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-41.6K- 6.08% |
$5.31M - $6.79M
|
642K
$83.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-15.2K- 48.32% |
$1.94M - $2.49M
|
16.3K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-13.7K- 99.95% |
$1.75M - $2.24M
|
7
$914
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-13.7K- 91.52% |
$1.74M - $2.23M
|
1.26K
$165K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-13.4K- 97.1% |
$1.71M - $2.19M
|
400
$52.2K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-12.4K- 4.72% |
$1.59M - $2.03M
|
251K
$32.8M
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-11.9K- 39.86% |
$1.51M - $1.94M
|
17.9K
$2.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-7.52K- 7.42% |
$960K - $1.23M
|
93.8K
$12.2M
|
|