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 12, 2025
Q1 2024
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Warszawa, R9 |
SELL
|
- |
-50- 38.46% |
$6.38K - $8.17K
|
80
$10.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-46- 2.8% |
$5.87K - $7.51K
|
1.6K
$208K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-35- 1.94% |
$4.47K - $5.72K
|
1.77K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-33- 1.1% |
$4.21K - $5.39K
|
2.96K
$386K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-30- 0.78% |
$3.83K - $4.9K
|
3.83K
$500K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-28- 33.73% |
$3.57K - $4.57K
|
55
$7.18K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-20- 45.45% |
$2.55K - $3.27K
|
24
$3.13K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-12- 0.48% |
$1.53K - $1.96K
|
2.5K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11- 29.73% |
$1.4K - $1.8K
|
26
$3.39K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-10- 0.6% |
$1.28K - $1.63K
|
1.66K
$216K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-4- 0.24% |
$511 - $653
|
1.66K
$216K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4- 8.7% |
$511 - $653
|
42
$5.48K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-1- 0.14% |
$128 - $163
|
735
$95.9K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-155K- 35.63% |
$17M - $21.1M
|
281K
$36.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-12.4K- 26.84% |
$1.35M - $1.68M
|
33.8K
$4.41M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-12.1KClosed |
$1.32M - $1.64M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-10.5K- 89.74% |
$1.15M - $1.43M
|
1.2K
$157K
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-3.78K- 31.68% |
$412K - $513K
|
8.14K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-3.51K- 55.9% |
$383K - $476K
|
2.77K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-3.05K- 2.97% |
$333K - $414K
|
99.8K
$13M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.99K- 9.66% |
$326K - $405K
|
27.9K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.62K- 59.57% |
$286K - $355K
|
1.78K
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.53K- 18.9% |
$277K - $344K
|
10.9K
$1.42M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2K- 80.0% |
$218K - $271K
|
500
$65.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-2K- 76.57% |
$218K - $271K
|
612
$79.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-1.36K- 12.9% |
$148K - $184K
|
9.17K
$1.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.26K- 79.95% |
$138K - $171K
|
316
$41.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-850- 33.86% |
$92.8K - $115K
|
1.66K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-840- 35.01% |
$91.7K - $114K
|
1.56K
$203K
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-770- 4.81% |
$84.1K - $105K
|
15.2K
$1.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-641- 26.75% |
$70K - $87K
|
1.76K
$229K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-629- 27.66% |
$68.7K - $85.4K
|
1.65K
$215K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-508- 11.36% |
$55.5K - $68.9K
|
3.96K
$517K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-410- 2.19% |
$44.8K - $55.6K
|
18.3K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-400- 7.77% |
$43.7K - $54.3K
|
4.75K
$620K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-364- 2.22% |
$39.7K - $49.4K
|
16.1K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-217- 5.97% |
$23.7K - $29.5K
|
3.42K
$446K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-215- 9.97% |
$23.5K - $29.2K
|
1.94K
$253K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-156- 1.29% |
$17K - $21.2K
|
11.9K
$1.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-150- 32.26% |
$16.4K - $20.4K
|
315
$41.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 3.84% |
$10.9K - $13.6K
|
2.5K
$327K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-79- 3.18% |
$8.63K - $10.7K
|
2.41K
$314K
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-72- 4.24% |
$7.86K - $9.77K
|
1.63K
$212K
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-66- 2.48% |
$7.21K - $8.96K
|
2.6K
$339K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-56- 2.08% |
$6.11K - $7.6K
|
2.64K
$345K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-35- 62.5% |
$3.82K - $4.75K
|
21
$2.74K
|
|
| Q3 2023 | |||||||
|
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
$640K
|
|
|
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
$266K
|
|