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
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-4.24K- 3.31% |
$541K - $692K
|
124K
$16.1M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-3.66K- 43.37% |
$467K - $597K
|
4.78K
$623K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.2K- 35.0% |
$408K - $522K
|
5.94K
$775K
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-3K- 36.14% |
$383K - $490K
|
5.3K
$692K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.88K- 2.49% |
$367K - $470K
|
113K
$14.7M
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-2.86K- 95.02% |
$365K - $467K
|
150
$19.6K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.41K- 59.91% |
$308K - $394K
|
1.62K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.6K- 53.79% |
$205K - $262K
|
1.38K
$180K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.29K- 50.33% |
$165K - $211K
|
1.28K
$166K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.22K- 48.82% |
$155K - $199K
|
1.28K
$166K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.13K- 6.06% |
$144K - $184K
|
17.4K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-1K- 1.39% |
$128K - $163K
|
71.1K
$9.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-876- 37.24% |
$112K - $143K
|
1.48K
$193K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-795- 4.52% |
$101K - $130K
|
16.8K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-703- 33.78% |
$89.8K - $115K
|
1.38K
$180K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
PUT |
-700- 41.18% |
$89.4K - $114K
|
1K
$131K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-653- 17.15% |
$83.4K - $107K
|
3.16K
$412K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-617- 13.83% |
$78.8K - $101K
|
3.85K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-565- 3.16% |
$72.1K - $92.3K
|
17.3K
$2.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-530- 12.85% |
$67.7K - $86.6K
|
3.6K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-525- 26.99% |
$67K - $85.8K
|
1.42K
$185K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-498- 82.86% |
$63.6K - $81.3K
|
103
$13.4K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-472- 24.84% |
$60.3K - $77.1K
|
1.43K
$186K
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-437- 3.22% |
$55.8K - $71.4K
|
13.1K
$1.71M
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-418- 14.01% |
$53.4K - $68.3K
|
2.57K
$335K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-390- 22.81% |
$49.8K - $63.7K
|
1.32K
$172K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-369- 23.65% |
$47.1K - $60.3K
|
1.19K
$155K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-323- 61.88% |
$41.2K - $52.8K
|
199
$26K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-323- 85.45% |
$41.2K - $52.8K
|
55
$7.18K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-320- 20.23% |
$40.9K - $52.3K
|
1.26K
$165K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-274- 12.19% |
$35K - $44.8K
|
1.97K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-240- 14.97% |
$30.6K - $39.2K
|
1.36K
$178K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-207- 10.94% |
$26.4K - $33.8K
|
1.69K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-204- 5.59% |
$26K - $33.3K
|
3.44K
$449K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-200- 9.13% |
$25.5K - $32.7K
|
1.99K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-195- 4.53% |
$24.9K - $31.9K
|
4.11K
$536K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-184- 27.5% |
$23.5K - $30.1K
|
485
$63.3K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-180- 11.86% |
$23K - $29.4K
|
1.34K
$175K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-135- 8.77% |
$17.2K - $22.1K
|
1.41K
$183K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-114- 1.11% |
$14.6K - $18.6K
|
10.2K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-114- 0.67% |
$14.6K - $18.6K
|
16.9K
$2.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-113- 7.51% |
$14.4K - $18.5K
|
1.39K
$182K
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-100- 6.15% |
$12.8K - $16.3K
|
1.53K
$199K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 6.37% |
$12.8K - $16.3K
|
1.47K
$192K
|
|
|
May 06, 2024
Q1 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-75- 2.13% |
$9.58K - $12.3K
|
3.44K
$449K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-75- 3.84% |
$9.58K - $12.3K
|
1.88K
$245K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-67- 4.0% |
$8.55K - $10.9K
|
1.61K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-65- 9.63% |
$8.3K - $10.6K
|
610
$79.6K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-65- 1.06% |
$8.3K - $10.6K
|
6.05K
$789K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-52- 3.22% |
$6.64K - $8.49K
|
1.56K
$204K
|