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 02, 2020
Q1 2020
|
Private Asset Management Inc
|
SELL
|
- |
-1.95KClosed |
$82K - $219K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.93KClosed |
$81K - $216K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.9KClosed |
$79.8K - $213K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.88KClosed |
$79.3K - $211K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.86KClosed |
$78.2K - $208K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
M. Kraus & CO
|
SELL
|
- |
-1.86KClosed |
$78.2K - $208K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Ycg, LLC
|
SELL
|
- |
-1.85KClosed |
$78K - $208K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.82KClosed |
$76.6K - $204K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.17KClosed |
$49K - $131K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.06KClosed |
$44.7K - $119K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-700Closed |
$29.5K - $78.5K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Kessler Investment Group, LLC
|
SELL
|
- |
-690Closed |
$29K - $77.4K
|
0
$0
|
|
Nov 09, 2023
Q1 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-500- 62.5% |
$21K - $56.1K
|
300
$38.9K
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-472Closed |
$19.9K - $53K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-329Closed |
$13.8K - $36.9K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-207Closed |
$8.71K - $23.2K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-179Closed |
$7.53K - $20.1K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-163Closed |
$6.86K - $18.3K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-161Closed |
$6.78K - $18.1K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-110Closed |
$4.63K - $12.3K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
West Bancorporation Inc
|
SELL
|
- |
-70Closed |
$2.95K - $7.85K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-58Closed |
$2.44K - $6.51K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-37Closed |
$1.56K - $4.15K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-27- 13.71% |
$1.14K - $3.03K
|
170
$22K
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-17Closed |
$716 - $1.91K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-151KClosed |
$14.9M - $18.1M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Impax Asset Management Group PLC
|
SELL
|
- |
-9.03KClosed |
$887K - $1.08M
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-3.6KClosed |
$354K - $431K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.52KClosed |
$247K - $301K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.32KClosed |
$228K - $278K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Somerville Kurt F
|
SELL
|
- |
-2.2KClosed |
$216K - $263K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-1.43KClosed |
$141K - $172K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.14KClosed |
$112K - $137K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-654Closed |
$64.2K - $78.3K
|
0
$0
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-268Closed |
$26.3K - $32.1K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-255Closed |
$25.1K - $30.5K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-118Closed |
$11.6K - $14.1K
|
0
$0
|
|
May 14, 2024
Q4 2019
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-65- 2.49% |
$6.39K - $7.78K
|
2.55K
$331K
|
|
Feb 13, 2020
Q4 2019
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-25Closed |
$2.46K - $2.99K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 01, 2019
Q3 2019
|
Congress Asset Management CO
|
SELL
|
- |
-61.1KClosed |
$5.75M - $6.42M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-40.6KClosed |
$3.82M - $4.26M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-32.3KClosed |
$3.04M - $3.39M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Ruffer LLP
|
SELL
|
- |
-20.8KClosed |
$1.96M - $2.19M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.19KClosed |
$206K - $230K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.53KClosed |
$144K - $160K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.31KClosed |
$123K - $138K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.3KClosed |
$122K - $137K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-658Closed |
$61.9K - $69.1K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-594Closed |
$55.9K - $62.4K
|
0
$0
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-472Closed |
$44.4K - $49.6K
|
0
$0
|