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 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
PUT |
-1.2K- 7.64% |
$132K - $167K
|
14.5K
$1.88M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.2K- 4.36% |
$132K - $166K
|
26.2K
$3.4M
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.2K- 0.53% |
$132K - $166K
|
225K
$29.2M
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.17K- 2.99% |
$129K - $163K
|
38K
$4.93M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.16K- 1.72% |
$128K - $161K
|
66.3K
$8.6M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.16K- 9.19% |
$128K - $161K
|
11.4K
$1.48M
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.15K- 31.08% |
$127K - $160K
|
2.55K
$331K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.14K- 43.63% |
$126K - $159K
|
1.48K
$192K
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.14K- 2.67% |
$126K - $158K
|
41.5K
$5.38M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.14K- 3.03% |
$125K - $158K
|
36.4K
$4.72M
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.08K- 16.78% |
$120K - $151K
|
5.38K
$697K
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.05K- 18.29% |
$116K - $146K
|
4.69K
$608K
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.02K- 25.68% |
$112K - $141K
|
2.94K
$381K
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.01K- 3.97% |
$112K - $141K
|
24.5K
$3.18M
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.01K- 36.37% |
$111K - $140K
|
1.76K
$228K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-992- 25.61% |
$109K - $138K
|
2.88K
$374K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-990- 22.18% |
$109K - $138K
|
3.47K
$450K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-957- 3.13% |
$106K - $133K
|
29.6K
$3.84M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-955- 20.95% |
$105K - $133K
|
3.6K
$467K
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-954- 4.12% |
$105K - $133K
|
22.2K
$2.88M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-950- 3.54% |
$105K - $132K
|
25.8K
$3.35M
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-940- 14.85% |
$104K - $131K
|
5.39K
$699K
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-926- 1.99% |
$102K - $129K
|
45.7K
$5.92M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-919- 4.4% |
$101K - $128K
|
20K
$2.59M
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-908- 14.58% |
$100K - $126K
|
5.32K
$690K
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-905- 8.67% |
$99.9K - $126K
|
9.54K
$1.24M
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-896- 20.0% |
$98.9K - $124K
|
3.59K
$465K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-883- 1.43% |
$97.4K - $123K
|
60.9K
$7.9M
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-863- 2.19% |
$95.2K - $120K
|
38.6K
$5.01M
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-855- 3.25% |
$94.3K - $119K
|
25.5K
$3.3M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-847- 18.18% |
$93.5K - $118K
|
3.81K
$495K
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-836- 12.09% |
$92.3K - $116K
|
6.08K
$789K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-816- 4.01% |
$90K - $113K
|
19.6K
$2.54M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-815- 28.45% |
$89.9K - $113K
|
2.05K
$266K
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-812- 12.28% |
$89.6K - $113K
|
5.8K
$753K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-806- 5.83% |
$88.9K - $112K
|
13K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-800- 1.16% |
$88.3K - $111K
|
68.4K
$8.87M
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 3.86% |
$88.3K - $111K
|
19.9K
$2.58M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-796- 1.66% |
$87.8K - $111K
|
47.2K
$6.12M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-781- 8.46% |
$86.2K - $109K
|
8.45K
$1.1M
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-765- 1.17% |
$84.4K - $106K
|
64.5K
$8.37M
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-760- 3.39% |
$83.9K - $106K
|
21.7K
$2.81M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-745- 15.76% |
$82.2K - $104K
|
3.98K
$517K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-738- 7.06% |
$81.4K - $103K
|
9.71K
$1.26M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-725- 22.96% |
$80K - $101K
|
2.43K
$316K
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-725- 11.93% |
$80K - $101K
|
5.35K
$694K
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-721- 0.69% |
$79.6K - $100K
|
103K
$13.4M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-709- 34.67% |
$78.2K - $98.5K
|
1.34K
$173K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-708- 19.42% |
$78.1K - $98.4K
|
2.94K
$381K
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-702- 21.23% |
$77.5K - $97.5K
|
2.61K
$338K
|