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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-253- 10.42% |
$23K - $26.9K
|
2.17K
$292K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-218- 55.33% |
$19.8K - $23.2K
|
176
$23.6K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-218- 55.33% |
$19.8K - $23.2K
|
176
$23.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-216- 1.28% |
$19.6K - $23K
|
16.7K
$2.25M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-138- 4.67% |
$12.5K - $14.7K
|
2.82K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-81- 0.36% |
$7.36K - $8.62K
|
22.4K
$3.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-73- 0.98% |
$6.63K - $7.77K
|
7.35K
$987K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-66- 3.19% |
$5.99K - $7.03K
|
2K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-65- 2.83% |
$5.9K - $6.92K
|
2.23K
$299K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-45- 8.11% |
$4.09K - $4.79K
|
510
$68.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-24- 0.72% |
$2.18K - $2.56K
|
3.32K
$445K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13- 1.87% |
$1.18K - $1.38K
|
682
$91.6K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-12- 5.66% |
$1.09K - $1.28K
|
200
$26.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-10- 2.54% |
$908 - $1.06K
|
383
$51.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-10- 0.56% |
$908 - $1.06K
|
1.78K
$238K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 9.09% |
$272 - $319
|
30
$4.03K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-47K- 72.61% |
$4.4M - $5.25M
|
17.8K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-21.2K- 4.21% |
$1.98M - $2.36M
|
482K
$64.7M
|
|
|
May 15, 2023
Q1 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
SELL
|
- |
-13.3K- 11.68% |
$1.24M - $1.48M
|
101K
$13.5M
|
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-11.9K- 11.86% |
$1.11M - $1.33M
|
88.4K
$11.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-6.36K- 50.88% |
$595K - $709K
|
6.14K
$824K
|
|
|
May 10, 2023
Q1 2023
|
Park Circle CO
|
SELL
|
- |
-6K- 50.0% |
$561K - $669K
|
6K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.97K- 7.86% |
$278K - $331K
|
34.8K
$4.67M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.64K- 7.41% |
$153K - $183K
|
20.5K
$2.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-939- 15.25% |
$87.8K - $105K
|
5.22K
$701K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-577- 69.18% |
$54K - $64.3K
|
257
$34.5K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-453- 31.18% |
$42.4K - $50.5K
|
1K
$134K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-398- 15.45% |
$37.2K - $44.4K
|
2.18K
$292K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-249- 11.13% |
$23.3K - $27.8K
|
1.99K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-244- 10.05% |
$22.8K - $27.2K
|
2.19K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-211- 2.4% |
$19.7K - $23.5K
|
8.57K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-200- 56.02% |
$18.7K - $22.3K
|
157
$21.1K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-190- 7.01% |
$17.8K - $21.2K
|
2.52K
$338K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-175Closed |
$16.4K - $19.5K
|
0
$0
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-125Closed |
$11.7K - $13.9K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-118- 1.64% |
$11K - $13.2K
|
7.08K
$950K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-97- 46.63% |
$9.07K - $10.8K
|
111
$14.9K
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-78- 1.94% |
$7.3K - $8.7K
|
3.95K
$530K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-69- 0.69% |
$6.45K - $7.69K
|
9.9K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-20- 0.83% |
$1.87K - $2.23K
|
2.39K
$321K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-15- 12.93% |
$1.4K - $1.67K
|
101
$13.6K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-13- 56.52% |
$1.22K - $1.45K
|
10
$1.34K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-13- 61.9% |
$1.22K - $1.45K
|
8
$1.07K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 0.98% |
$655 - $780
|
709
$95.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-33.2K- 34.68% |
$2.81M - $3.73M
|
62.6K
$8.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-29.9K- 91.96% |
$2.53M - $3.36M
|
2.61K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-29.6K- 99.0% |
$2.5M - $3.32M
|
300
$40.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-19.3K- 19.6% |
$1.63M - $2.17M
|
79.1K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-3.11KClosed |
$263K - $349K
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-2.5K- 38.46% |
$211K - $281K
|
4K
$537K
|
|