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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-13- 0.38% |
$1.43K - $1.81K
|
3.38K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 5.78% |
$1.43K - $1.81K
|
212
$27.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-12- 0.19% |
$1.32K - $1.67K
|
6.35K
$824K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-12- 0.66% |
$1.32K - $1.67K
|
1.8K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.31% |
$1.21K - $1.53K
|
3.57K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-11- 0.55% |
$1.21K - $1.53K
|
1.98K
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-11- 0.63% |
$1.21K - $1.53K
|
1.72K
$223K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-10- 0.5% |
$1.1K - $1.39K
|
2K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-10- 0.42% |
$1.1K - $1.39K
|
2.4K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-10- 0.2% |
$1.1K - $1.39K
|
4.89K
$634K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-10- 0.27% |
$1.1K - $1.39K
|
3.71K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9- 0.35% |
$993 - $1.25K
|
2.6K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8- 0.38% |
$883 - $1.11K
|
2.09K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8- 0.05% |
$883 - $1.11K
|
16.2K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-8- 0.11% |
$883 - $1.11K
|
7.33K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7- 0.65% |
$772 - $973
|
1.07K
$138K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7- 1.14% |
$772 - $973
|
605
$78.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-7- 0.29% |
$772 - $973
|
2.38K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-7- 0.62% |
$772 - $973
|
1.12K
$145K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 2.73% |
$772 - $973
|
249
$32.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6- 0.36% |
$662 - $834
|
1.65K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6- 0.52% |
$662 - $834
|
1.15K
$150K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5- 0.19% |
$552 - $695
|
2.7K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5- 0.1% |
$552 - $695
|
5.14K
$666K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-5- 0.19% |
$552 - $695
|
2.66K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5- 0.07% |
$552 - $695
|
6.78K
$879K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5- 0.23% |
$552 - $695
|
2.13K
$276K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.42% |
$552 - $695
|
1.18K
$153K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4- 80.0% |
$441 - $556
|
1
$130
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-4- 50.0% |
$441 - $556
|
4
$519
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4- 0.14% |
$441 - $556
|
2.93K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-4- 1.57% |
$441 - $556
|
251
$32.6K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3- 0.01% |
$331 - $417
|
28.3K
$3.66M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-3- 0.15% |
$331 - $417
|
1.95K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3- 0.82% |
$331 - $417
|
363
$47.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 9.09% |
$331 - $417
|
30
$3.89K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2- 0.01% |
$221 - $278
|
16.8K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.16% |
$110 - $139
|
615
$79.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$110 - $139
|
4.24K
$549K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1- 1.75% |
$110 - $139
|
56
$7.26K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1- -0.0% |
$110 - $139
|
28.1K
$3.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1- 0.03% |
$110 - $139
|
3.07K
$397K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.27M- 97.59% |
$158M - $187M
|
31.3K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Blackstone Inc
New York, NY |
SELL
|
- |
-676K- 93.07% |
$84.5M - $99.5M
|
50.4K
$6.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-259K- 99.48% |
$32.4M - $38.1M
|
1.36K
$177K
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-109K- 96.46% |
$13.6M - $16.1M
|
4K
$519K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-59.4K- 8.22% |
$7.42M - $8.74M
|
663K
$86M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-50.5K- 88.34% |
$6.31M - $7.43M
|
6.67K
$865K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-47.9K- 31.79% |
$5.98M - $7.04M
|
103K
$13.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-44.5K- 74.75% |
$5.56M - $6.55M
|
15K
$1.95M
|
|