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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-641- 19.88% |
$70.7K - $89.1K
|
2.58K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-637- 2.14% |
$70.3K - $88.5K
|
29.2K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-630- 2.05% |
$69.5K - $87.5K
|
30.1K
$3.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-626- 5.79% |
$69.1K - $87K
|
10.2K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-613- 10.62% |
$67.6K - $85.2K
|
5.16K
$660K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-605- 11.9% |
$66.8K - $84.1K
|
4.48K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-603- 34.42% |
$66.5K - $83.8K
|
1.15K
$147K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-600- 13.64% |
$66.2K - $83.4K
|
3.8K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-600- 3.47% |
$66.2K - $83.4K
|
16.7K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-582- 13.22% |
$64.2K - $80.9K
|
3.82K
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-577- 4.36% |
$63.7K - $80.2K
|
12.6K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-573- 8.31% |
$63.2K - $79.6K
|
6.32K
$809K
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-567- 0.87% |
$62.6K - $78.8K
|
64.9K
$8.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-555- 3.03% |
$61.2K - $77.1K
|
17.8K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-554- 8.0% |
$61.1K - $77K
|
6.37K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-554- 9.79% |
$61.1K - $77K
|
5.1K
$653K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-548- 45.74% |
$60.5K - $76.1K
|
650
$83.2K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-541- 1.47% |
$59.7K - $75.2K
|
36.3K
$4.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-540- 1.03% |
$59.6K - $75K
|
51.7K
$6.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-505- 7.3% |
$55.7K - $70.2K
|
6.41K
$821K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-504- 3.95% |
$55.6K - $70K
|
12.3K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-500- 1.47% |
$55.2K - $69.5K
|
33.5K
$4.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 4.88% |
$55.2K - $69.5K
|
9.74K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-490- 8.18% |
$54.1K - $68.1K
|
5.5K
$705K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-489- 8.92% |
$54K - $67.9K
|
4.99K
$639K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-489- 17.09% |
$54K - $67.9K
|
2.37K
$304K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-474Closed |
$52.3K - $65.9K
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-473- 14.18% |
$52.2K - $65.7K
|
2.86K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-473- 5.29% |
$52.2K - $65.7K
|
8.47K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-467- 18.72% |
$51.5K - $64.9K
|
2.03K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-459- 70.94% |
$50.7K - $63.8K
|
188
$24.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-458- 10.96% |
$50.5K - $63.6K
|
3.72K
$476K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-454- 7.55% |
$50.1K - $63.1K
|
5.56K
$712K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-450- 5.19% |
$49.7K - $62.5K
|
8.22K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-443- 11.55% |
$48.9K - $61.5K
|
3.39K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-439- 6.36% |
$48.4K - $61K
|
6.47K
$828K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-439- 12.57% |
$48.4K - $61K
|
3.05K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-438- 9.36% |
$48.3K - $60.9K
|
4.24K
$543K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-438- 13.83% |
$48.3K - $60.9K
|
2.73K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-436- 0.17% |
$48.1K - $60.6K
|
255K
$32.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-427- 15.72% |
$47.1K - $59.3K
|
2.29K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-423- 15.11% |
$46.7K - $58.8K
|
2.38K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-422- 7.55% |
$46.6K - $58.6K
|
5.17K
$662K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-419- 1.13% |
$46.2K - $58.2K
|
36.6K
$4.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-415- 0.7% |
$45.8K - $57.7K
|
58.6K
$7.51M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-414- 3.35% |
$45.7K - $57.5K
|
12K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-401- 4.39% |
$44.3K - $55.7K
|
8.74K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-400- 2.37% |
$44.1K - $55.6K
|
16.5K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-400- 9.13% |
$44.1K - $55.6K
|
3.98K
$510K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-396- 1.36% |
$43.7K - $55K
|
28.8K
$3.68M
|