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 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-50- 2.66% |
$5.52K - $6.95K
|
1.83K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-49- 25.39% |
$5.41K - $6.81K
|
144
$18.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-47- 0.96% |
$5.19K - $6.53K
|
4.86K
$631K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-47- 2.27% |
$5.19K - $6.53K
|
2.03K
$263K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-45- 0.48% |
$4.97K - $6.25K
|
9.24K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-45- 8.4% |
$4.97K - $6.25K
|
491
$63.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-44- 0.64% |
$4.86K - $6.11K
|
6.87K
$891K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-44- 0.75% |
$4.86K - $6.11K
|
5.86K
$760K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 0.17% |
$4.52K - $5.7K
|
24.7K
$3.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-41- 0.47% |
$4.52K - $5.7K
|
8.77K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-40- 1.91% |
$4.41K - $5.56K
|
2.06K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-40- 11.08% |
$4.41K - $5.56K
|
321
$41.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-39- 1.94% |
$4.3K - $5.42K
|
1.97K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-37- 1.62% |
$4.08K - $5.14K
|
2.25K
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-36- 0.94% |
$3.97K - $5K
|
3.8K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-35- 0.3% |
$3.86K - $4.86K
|
11.7K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-35- 1.41% |
$3.86K - $4.86K
|
2.45K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-34- 1.21% |
$3.75K - $4.72K
|
2.79K
$361K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-34- 0.58% |
$3.75K - $4.72K
|
5.82K
$755K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 10.03% |
$3.64K - $4.58K
|
296
$38.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-32- 1.79% |
$3.53K - $4.45K
|
1.76K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-31- 0.35% |
$3.42K - $4.31K
|
8.91K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-31- 29.52% |
$3.42K - $4.31K
|
74
$9.6K
|
|
|
Feb 20, 2025
Q4 2024
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Warszawa, R9 |
SELL
|
- |
-30- 27.27% |
$3.31K - $4.17K
|
80
$10.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-30- 0.4% |
$3.31K - $4.17K
|
7.45K
$967K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-30- 1.2% |
$3.31K - $4.17K
|
2.46K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-30- 0.44% |
$3.31K - $4.17K
|
6.84K
$887K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-28- 0.97% |
$3.09K - $3.89K
|
2.87K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-26- 0.39% |
$2.87K - $3.61K
|
6.68K
$866K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-25- 0.35% |
$2.76K - $3.47K
|
7.16K
$929K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-24- 18.05% |
$2.65K - $3.33K
|
109
$14.1K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-24- 1.29% |
$2.65K - $3.33K
|
1.84K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24- 22.86% |
$2.65K - $3.33K
|
81
$10.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-24- 0.14% |
$2.65K - $3.33K
|
16.5K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-22- 0.12% |
$2.43K - $3.06K
|
17.6K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-22- 1.54% |
$2.43K - $3.06K
|
1.41K
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 3.84% |
$2.32K - $2.92K
|
526
$68.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-21- 0.49% |
$2.32K - $2.92K
|
4.23K
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-20- 0.26% |
$2.21K - $2.78K
|
7.65K
$992K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-20- 5.43% |
$2.21K - $2.78K
|
348
$45.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 1.4% |
$2.21K - $2.78K
|
1.4K
$182K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-18- 0.39% |
$1.99K - $2.5K
|
4.65K
$603K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-17- 0.17% |
$1.88K - $2.36K
|
10.1K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-17- 2.1% |
$1.88K - $2.36K
|
793
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-17- 0.23% |
$1.88K - $2.36K
|
7.29K
$946K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-16- 0.5% |
$1.77K - $2.22K
|
3.2K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-16- 0.45% |
$1.77K - $2.22K
|
3.56K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.26% |
$1.66K - $2.08K
|
5.84K
$758K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-15- 9.43% |
$1.66K - $2.08K
|
144
$18.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-15- 1.37% |
$1.66K - $2.08K
|
1.08K
$140K
|