Latest Institutional Sells of Phillips 66 (PSX)

PSX Quotes by TradingView

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
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-1.65K
Closed
$124K - $153K
0 $0
Jul 20, 2021 Q2 2021
Mps Loria Financial Planners, LLC

SELL
 -
-819
Closed
$61.4K - $75.8K
0 $0
Aug 06, 2021 Q2 2021
Fiduciary Planning LLC

Coral Springs, FL
SELL
 -
-804
Closed
$60.3K - $74.4K
0 $0
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-508
Closed
$38.1K - $47K
0 $0
Jul 21, 2021 Q2 2021
Manchester Financial Inc

SELL
 -
-361
Closed
$27.1K - $33.4K
0 $0
Aug 10, 2021 Q2 2021
Sun Life Financial Inc

Toronto, A6
SELL
 -
-253
Closed
$19K - $23.4K
0 $0
Jul 30, 2021 Q2 2021
Fusion Family Wealth LLC

SELL
 -
-250
Closed
$18.7K - $23.1K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-84
Closed
$6.3K - $7.78K
0 $0
Aug 10, 2021 Q2 2021
Rock Creek Group, LP

SELL
 -
-50
Closed
$3.75K - $4.63K
0 $0
Aug 05, 2021 Q2 2021
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-25
Closed
$1.87K - $2.31K
0 $0
Aug 16, 2021 Q2 2021
Shore Haven Wealth Partners, LLC

SELL
 -
-18
Closed
$1.35K - $1.67K
0 $0
Aug 02, 2021 Q2 2021
Regal Wealth Group, Inc.

SELL
 -
-7
Closed
$525 - $648
0 $0
Q1 2021
May 13, 2021 Q1 2021
Lansdowne Partners (Uk) LLP

London, X0
SELL
 -
-275K
Closed
$18.5M - $24.4M
0 $0
May 14, 2021 Q1 2021
Mason Street Advisors, LLC

Milwaukee, WI
SELL
 -
-60.3K
Closed
$4.06M - $5.34M
0 $0
May 17, 2021 Q1 2021
Lombard Odier Asset Management (Usa) Corp

New York, NY
SELL
 PUT
-60K
Closed
$4.04M - $5.32M
0 $0
May 17, 2021 Q1 2021
Castle Ark Alternatives, LLC

Chicago, IL
SELL
 -
-48K
Closed
$3.24M - $4.26M
0 $0
Apr 22, 2021 Q1 2021
Wood Trust Financial Corp

SELL
 -
-39.8K
Closed
$2.68M - $3.53M
0 $0
May 14, 2021 Q1 2021
Te Ahumairangi Investment Management LTD

Wellington Central, Q2
SELL
 -
-23.2K
Closed
$1.56M - $2.06M
0 $0
Apr 09, 2021 Q1 2021
Family Legacy, Inc.

SELL
 -
-15.3K
Closed
$1.03M - $1.35M
0 $0
May 14, 2021 Q1 2021
Athanor Capital, LP

New York, NY
SELL
 -
-14.4K
Closed
$972K - $1.28M
0 $0
May 05, 2021 Q1 2021
United Fire Group Inc

Cedar Rapids, IA
SELL
 -
-5.03K
Closed
$339K - $446K
0 $0
May 12, 2021 Q1 2021
Jfg Wealth Management, LLC

Denver, CO
SELL
 -
-4.53K
Closed
$306K - $402K
0 $0
May 06, 2021 Q1 2021
Investment House LLC

Las Vegas, NV
SELL
 -
-3.78K
Closed
$255K - $335K
0 $0
May 10, 2021 Q1 2021
Somerset Group LLC

Wayzata, MN
SELL
 -
-3.61K
Closed
$243K - $320K
0 $0
Aug 13, 2021 Q1 2021
Stevard, LLC

Chicago, IL
SELL
 -
-2.93K
Closed
$197K - $260K
0 $0
Apr 30, 2021 Q1 2021
Exane Derivatives

SELL
 -
-1.24K
- 99.2%
$83.8K - $110K
10 $1.3K
Apr 16, 2021 Q1 2021
Fort Pitt Capital Group, LLC

SELL
 -
-1K
Closed
$67.4K - $88.7K
0 $0
May 25, 2021 Q1 2021
Encompass Wealth Advisors, LLC

SELL
 -
-937
Closed
$63.1K - $83.1K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-937
Closed
$63.1K - $83.1K
0 $0
May 07, 2021 Q1 2021
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-790
Closed
$53.2K - $70K
0 $0
Apr 27, 2021 Q1 2021
Lfa Lugano Financial Advisors Sa

SELL
 -
-717
Closed
$48.3K - $63.6K
0 $0
May 12, 2021 Q1 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-689
Closed
$46.4K - $61.1K
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-544
Closed
$36.7K - $48.2K
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-480
Closed
$32.3K - $42.6K
0 $0
May 20, 2021 Q1 2021
Tru Independence LLC

SELL
 -
-468
Closed
$31.5K - $41.5K
0 $0
May 17, 2021 Q1 2021
Peddock Capital Advisors, LLC

SELL
 -
-400
Closed
$27K - $35.5K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-233
Closed
$15.7K - $20.7K
0 $0
Apr 27, 2021 Q1 2021
Baron Silver Stevens Financial Advisors, LLC

SELL
 -
-223
Closed
$15K - $19.8K
0 $0
May 14, 2021 Q1 2021
Veritas Investment Partners (Uk) Ltd.

London, X0
SELL
 -
-222
Closed
$15K - $19.7K
0 $0
May 04, 2021 Q1 2021
Harvest Group Wealth Management, LLC

SELL
 -
-213
Closed
$14.4K - $18.9K
0 $0
May 14, 2021 Q1 2021
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
SELL
 -
-200
Closed
$13.5K - $17.7K
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-161
Closed
$10.8K - $14.3K
0 $0
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-135
Closed
$9.1K - $12K
0 $0
Apr 26, 2021 Q1 2021
Forth Right Wealth Management, LLC

SELL
 -
-88
Closed
$5.93K - $7.8K
0 $0
Apr 15, 2021 Q1 2021
New Capital Management LP

SELL
 -
-18
Closed
$1.21K - $1.6K
0 $0
May 07, 2021 Q1 2021
Seven Springs Wealth Group, LLC

SELL
 -
-13
Closed
$876 - $1.15K
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-4
Closed
$270 - $355
0 $0
May 05, 2021 Q1 2021
Bay Harbor Wealth Management, LLC

SELL
 -
-1
Closed
$67.4 - $88.7
0 $0
Q4 2020
Feb 05, 2021 Q4 2020
Ceredex Value Advisors LLC

SELL
 -
-977K
Closed
$43.2M - $69.2M
0 $0

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