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 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.97K- 7.86% |
$278K - $331K
|
34.8K
$4.45M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.64K- 7.41% |
$153K - $183K
|
20.5K
$2.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-939- 15.25% |
$87.8K - $105K
|
5.22K
$668K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-577- 69.18% |
$54K - $64.3K
|
257
$32.9K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-453- 31.18% |
$42.4K - $50.5K
|
1K
$128K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-398- 15.45% |
$37.2K - $44.4K
|
2.18K
$279K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-249- 11.13% |
$23.3K - $27.8K
|
1.99K
$255K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-200- 56.02% |
$18.7K - $22.3K
|
157
$20.1K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-190- 7.01% |
$17.8K - $21.2K
|
2.52K
$323K
|
|
|
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
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-121- 1.53% |
$11.3K - $13.5K
|
7.81K
$1M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-118- 1.64% |
$11K - $13.2K
|
7.08K
$907K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-97- 46.63% |
$9.07K - $10.8K
|
111
$14.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-69- 0.69% |
$6.45K - $7.69K
|
9.9K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-20- 0.83% |
$1.87K - $2.23K
|
2.39K
$306K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-15- 12.93% |
$1.4K - $1.67K
|
101
$12.9K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-13- 56.52% |
$1.22K - $1.45K
|
10
$1.28K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-13- 61.9% |
$1.22K - $1.45K
|
8
$1.02K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 0.98% |
$655 - $780
|
709
$90.8K
|
|
| 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
$8.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-29.9K- 91.96% |
$2.53M - $3.36M
|
2.61K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-29.6K- 99.0% |
$2.5M - $3.32M
|
300
$38.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-19.3K- 19.6% |
$1.63M - $2.17M
|
79.1K
$10.1M
|
|
|
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
$512K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.63K- 16.1% |
$138K - $183K
|
8.51K
$1.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.53K- 0.5% |
$129K - $171K
|
306K
$39.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.24K- 1.91% |
$105K - $139K
|
63.6K
$8.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1K- 27.78% |
$84.6K - $112K
|
2.6K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-950- 23.47% |
$80.4K - $107K
|
3.1K
$397K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-800- 23.29% |
$67.7K - $89.8K
|
2.64K
$337K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-527- 45.91% |
$44.6K - $59.2K
|
621
$79.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-446- 1.69% |
$37.7K - $50.1K
|
26K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-365- 8.44% |
$30.9K - $41K
|
3.96K
$507K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-343- 1.54% |
$29K - $38.5K
|
22K
$2.81M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-326- 3.64% |
$27.6K - $36.6K
|
8.62K
$1.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-125- 8.83% |
$10.6K - $14K
|
1.29K
$165K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-100- 1.61% |
$8.46K - $11.2K
|
6.1K
$781K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-90- 3.87% |
$7.61K - $10.1K
|
2.24K
$287K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-77- 32.49% |
$6.51K - $8.65K
|
160
$20.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-50- 0.36% |
$4.23K - $5.62K
|
13.8K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-32- 1.17% |
$2.71K - $3.59K
|
2.69K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-25- 0.29% |
$2.11K - $2.81K
|
8.51K
$1.09M
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-5- 1.39% |
$423 - $562
|
355
$45.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-31KClosed |
$2.3M - $2.9M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
CALL |
-19K- 57.58% |
$1.41M - $1.78M
|
14K
$1.79M
|
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.9KClosed |
$586K - $740K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-6.11K- 22.58% |
$453K - $572K
|
21K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.31KClosed |
$393K - $496K
|
0
$0
|
|