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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-45- 73.77% |
$4.91K - $6.11K
|
16
$2.15K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-40- 0.36% |
$4.37K - $5.43K
|
11.1K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-35- 62.5% |
$3.82K - $4.75K
|
21
$2.82K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-30- 0.86% |
$3.28K - $4.07K
|
3.45K
$463K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-30- 1.89% |
$3.28K - $4.07K
|
1.56K
$210K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-28- 4.09% |
$3.06K - $3.8K
|
656
$88.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-22- 4.26% |
$2.4K - $2.99K
|
495
$66.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-15- 0.56% |
$1.64K - $2.04K
|
2.67K
$359K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6- 46.15% |
$655 - $814
|
7
$940
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-10K- 11.76% |
$954K - $1.24M
|
75K
$10.1M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.67KClosed |
$541K - $705K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.36K- 52.22% |
$511K - $666K
|
4.91K
$658K
|
|
|
Nov 13, 2023
Q3 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-4.34K- 5.74% |
$414K - $540K
|
71.3K
$9.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.58KClosed |
$246K - $321K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.35K- 53.62% |
$225K - $293K
|
2.04K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.8K- 4.56% |
$172K - $224K
|
37.7K
$5.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.34K- 4.63% |
$128K - $167K
|
27.6K
$3.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1K- 35.32% |
$95.7K - $125K
|
1.84K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-917- 18.51% |
$87.5K - $114K
|
4.04K
$542K
|
|
|
Oct 25, 2023
Q3 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-655- 17.69% |
$62.5K - $81.4K
|
3.05K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-650- 6.7% |
$62K - $80.8K
|
9.06K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-282- 3.35% |
$26.9K - $35K
|
8.14K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-247- 11.0% |
$23.6K - $30.7K
|
2K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Towle & CO
Denver, CO |
SELL
|
- |
-230- 2.04% |
$21.9K - $28.6K
|
11.1K
$1.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 5.56% |
$19.1K - $24.9K
|
3.4K
$456K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-169- 3.42% |
$16.1K - $21K
|
4.77K
$640K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-100- 2.76% |
$9.54K - $12.4K
|
3.53K
$474K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-59- 2.64% |
$5.63K - $7.33K
|
2.18K
$292K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-50- 50.0% |
$4.77K - $6.21K
|
50
$6.71K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 5.32% |
$2.39K - $3.11K
|
445
$59.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-15- 23.08% |
$1.43K - $1.86K
|
50
$6.71K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-14- 1.12% |
$1.34K - $1.74K
|
1.24K
$166K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-13- 3.28% |
$1.24K - $1.62K
|
383
$51.4K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-9- 0.16% |
$859 - $1.12K
|
5.61K
$753K
|
|
| Q2 2023 | |||||||
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-514K- 88.95% |
$46.6M - $54.7M
|
63.8K
$8.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-205K- 92.01% |
$18.7M - $21.9M
|
17.8K
$2.4M
|
|
|
Nov 27, 2023
Q2 2023
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-178K- 57.19% |
$16.2M - $19M
|
133K
$17.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-49.1K- 94.05% |
$4.46M - $5.23M
|
3.11K
$417K
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-22.4KClosed |
$2.03M - $2.38M
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-21.9K- 48.24% |
$1.99M - $2.33M
|
23.5K
$3.15M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-21.6K- 63.67% |
$1.96M - $2.3M
|
12.3K
$1.66M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-11KClosed |
$999K - $1.17M
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-6.59K- 48.07% |
$598K - $701K
|
7.12K
$955K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5.2K- 20.49% |
$472K - $554K
|
20.2K
$2.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-4.73K- 37.16% |
$430K - $504K
|
8K
$1.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-2.14K- 31.03% |
$194K - $227K
|
4.75K
$637K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.25K- 20.16% |
$114K - $133K
|
4.95K
$665K
|
|
|
Jul 24, 2023
Q2 2023
|
Aquila Investment Management LLC
|
SELL
|
- |
-1K- 9.09% |
$90.8K - $106K
|
10K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-891- 11.93% |
$80.9K - $94.9K
|
6.58K
$883K
|
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-790- 48.2% |
$71.7K - $84.1K
|
849
$114K
|
|