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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.19K- 2.32% |
$250K - $288K
|
92.2K
$12M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2.14K- 19.89% |
$244K - $282K
|
8.62K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.13K- 39.61% |
$243K - $280K
|
3.25K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.12K- 55.68% |
$242K - $279K
|
1.69K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.11K- 20.74% |
$241K - $278K
|
8.07K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-2.05K- 12.32% |
$234K - $270K
|
14.6K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.04K- 1.87% |
$233K - $269K
|
107K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.03K- 31.7% |
$232K - $267K
|
4.38K
$572K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.03K- 34.69% |
$231K - $267K
|
3.82K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.98K- 23.87% |
$225K - $260K
|
6.31K
$823K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.98K- 29.81% |
$225K - $260K
|
4.65K
$607K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.95K- 41.87% |
$222K - $257K
|
2.71K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-1.88K- 6.24% |
$214K - $247K
|
28.2K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.87K- 13.87% |
$214K - $247K
|
11.6K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-1.84K- 2.32% |
$209K - $241K
|
77.1K
$10.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.78K- 45.65% |
$203K - $235K
|
2.12K
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.77K- 3.26% |
$201K - $232K
|
52.5K
$6.85M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.75K- 3.17% |
$200K - $231K
|
53.6K
$6.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 42.89% |
$198K - $229K
|
2.31K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.72K- 12.9% |
$196K - $226K
|
11.6K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.69K- 34.52% |
$192K - $222K
|
3.2K
$417K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.67K- 46.06% |
$190K - $219K
|
1.95K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.66K- 6.24% |
$189K - $218K
|
25K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.65K- 1.95% |
$188K - $218K
|
83.1K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.65K- 3.03% |
$188K - $217K
|
52.9K
$6.9M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.62K- 34.32% |
$185K - $214K
|
3.11K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.58K- 7.89% |
$180K - $207K
|
18.4K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-1.57K- 2.42% |
$179K - $206K
|
63.3K
$8.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.55K- 5.9% |
$176K - $204K
|
24.7K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.54K- 22.98% |
$176K - $203K
|
5.17K
$674K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.49K- 31.89% |
$170K - $196K
|
3.19K
$416K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.49K- 1.96% |
$170K - $196K
|
74.3K
$9.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.49K- 10.16% |
$169K - $196K
|
13.2K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-1.48K- 0.97% |
$168K - $194K
|
151K
$19.7M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.47K- 41.03% |
$168K - $194K
|
2.11K
$276K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-1.46K- 6.2% |
$167K - $193K
|
22.2K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.46K- 3.17% |
$166K - $192K
|
44.7K
$5.83M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.45K- 3.46% |
$165K - $191K
|
40.6K
$5.29M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.45K- 2.93% |
$165K - $191K
|
48K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.44K- 48.29% |
$164K - $189K
|
1.54K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.42K- 6.66% |
$161K - $186K
|
19.8K
$2.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.4K- 1.87% |
$160K - $184K
|
73.5K
$9.6M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.32K- 0.58% |
$150K - $173K
|
224K
$29.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.31K- 3.55% |
$149K - $172K
|
35.6K
$4.64M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.31K- 17.04% |
$149K - $172K
|
6.38K
$833K
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.3K- 7.09% |
$148K - $171K
|
17K
$2.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.28K- 17.52% |
$146K - $169K
|
6.04K
$788K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.28K- 6.4% |
$145K - $168K
|
18.6K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.27K- 13.63% |
$145K - $167K
|
8.06K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.25K- 1.04% |
$143K - $165K
|
119K
$15.5M
|