A detailed history of Lm Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Lm Advisors LLC holds 1,749 shares of PSX stock, worth $208,655. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,749
Previous 2,000 12.55%
Holding current value
$208,655
Previous $228,000 5.26%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

SELL
$113.93 - $131.55 $28,596 - $33,019
-251 Reduced 12.55%
1,749 $216,000
Q2 2024

Aug 14, 2024

SELL
$135.85 - $172.71 $950 - $1,208
-7 Reduced 0.35%
2,000 $282,000
Q4 2023

Feb 14, 2024

BUY
$109.19 - $135.72 $219,144 - $272,390
2,007 New
2,007 $267 Million

Others Institutions Holding PSX

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $57.4B
  • 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
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