Td Private Client Wealth LLC Phillips 66 Transaction History

Td Private Client Wealth LLC

  • $3.58 Trillion
  • Q4 2024

A detailed history of Td Private Client Wealth LLC transactions in Phillips 66 stock. As of the latest transaction made, Td Private Client Wealth LLC holds 26,211 shares of PSX stock, worth $3.36 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
26,211
Previous 27,407 4.36%
Holding current value
$3.36 Million
Previous $3.6 Billion 17.11%
% of portfolio
0.08%
Previous 0.1%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$110.35 - $138.93 $131,978 - $166,160
-1,196 Reduced 4.36%
26,211 $2.99 Billion
Q3 2024

Nov 18, 2024
SELL
$125.0 - $147.17 $222,250 - $261,668
-1,778 Reduced 6.09%
27,407 $3.6 Billion
Q2 2024

Aug 14, 2024
BUY
$135.85 - $172.71 $3.96 Million - $5.04 Million
29,185 New
29,185 $4.12 Billion
Q1 2024

Aug 16, 2024
BUY
$127.67 - $163.34 $30,768 - $39,364
241 Added 0.78%
31,246 $5.1 Billion
Q4 2023

Aug 16, 2024
BUY
$109.19 - $135.72 $324,731 - $403,631
2,974 Added 10.61%
31,005 $4.13 Billion
Q3 2023

Aug 16, 2024
BUY
$95.4 - $124.28 $28,333 - $36,911
297 Added 1.07%
28,031 $3.37 Billion
Q2 2023

Aug 16, 2024
SELL
$90.81 - $106.46 $8,082 - $9,474
-89 Reduced 0.32%
27,734 $2.65 Billion
Q1 2023

Aug 16, 2024
BUY
$93.54 - $111.49 $148,728 - $177,269
1,590 Added 6.06%
27,823 $2.82 Billion
Q4 2022

Aug 16, 2024
BUY
$84.58 - $112.31 $143,616 - $190,702
1,698 Added 6.92%
26,233 $2.73 Billion
Q3 2022

Aug 16, 2024
BUY
$74.16 - $93.57 $90,475 - $114,155
1,220 Added 5.23%
24,535 $1.98 Billion
Q2 2022

Aug 16, 2024
BUY
$81.02 - $110.25 $9,155 - $12,458
113 Added 0.49%
23,315 $1.91 Billion
Q1 2022

Aug 16, 2024
BUY
$75.34 - $93.2 $450,457 - $557,242
5,979 Added 34.72%
23,202 $2 Billion
Q4 2021

Aug 16, 2024
SELL
$68.67 - $83.73 $436,054 - $531,685
-6,350 Reduced 26.94%
17,223 $1.25 Billion
Q3 2021

Aug 16, 2024
SELL
$64.27 - $87.9 $360,683 - $493,294
-5,612 Reduced 19.23%
23,573 $1.65 Billion
Q2 2021

Aug 16, 2024
BUY
$74.95 - $92.56 $93,987 - $116,070
1,254 Added 5.59%
23,676 $2.03 Billion
Q1 2021

Aug 16, 2024
BUY
$67.38 - $88.66 $549,618 - $723,199
8,157 Added 57.18%
22,422 $1.83 Billion
Q4 2020

Aug 16, 2024
SELL
$44.22 - $70.86 $665,113 - $1.07 Million
-15,041 Reduced 51.32%
14,265 $998 Million
Q3 2020

Aug 16, 2024
BUY
$51.84 - $69.11 $160,185 - $213,549
3,090 Added 11.79%
29,306 $1.52 Billion
Q2 2020

Aug 16, 2024
SELL
$49.51 - $89.73 $107,931 - $195,611
-2,180 Reduced 7.68%
26,216 $1.88 Billion
Q1 2020

Aug 16, 2024
SELL
$42.09 - $112.2 $173,789 - $463,273
-4,129 Reduced 12.69%
28,396 $1.52 Billion
Q4 2019

Aug 16, 2024
BUY
$98.24 - $119.7 $328,121 - $399,798
3,340 Added 11.44%
32,525 $3.62 Billion

Others Institutions Holding PSX

# of Institutions
1,964
Shares Held
289M
Call Options Held
2.74M
Put Options Held
2.72M
View Full List

About Phillips 66

PSX Quotes by TradingView
  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $61.6B
  • Description
  • Phillips 66 operates as an energy manufacturing and logistics company. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil ...
More about PSX
Track This Portfolio

Track Td Private Client Wealth LLC Portfolio

Follow Td Private Client Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email