A detailed history of Adviser Investments LLC transactions in Phillips 66 stock. As of the latest transaction made, Adviser Investments LLC holds 6,446 shares of PSX stock, worth $859,058. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,446
Previous 6,322 1.96%
Holding current value
$859,058
Previous $892,000 5.04%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$125.0 - $147.17 $15,500 - $18,249
124 Added 1.96%
6,446 $847,000
Q2 2024

Aug 12, 2024

SELL
$135.85 - $172.71 $19,019 - $24,179
-140 Reduced 2.17%
6,322 $892,000
Q1 2024

Apr 29, 2024

SELL
$127.67 - $163.34 $16,214 - $20,744
-127 Reduced 1.93%
6,462 $1.06 Million
Q4 2023

Feb 01, 2024

BUY
$109.19 - $135.72 $380,199 - $472,577
3,482 Added 112.07%
6,589 $877,000
Q3 2023

Oct 11, 2023

BUY
$95.4 - $124.28 $11,638 - $15,162
122 Added 4.09%
3,107 $373,000
Q2 2023

Aug 04, 2023

BUY
$90.81 - $106.46 $28,695 - $33,641
316 Added 11.84%
2,985 $284,000
Q1 2023

Apr 25, 2023

BUY
$93.54 - $111.49 $249,658 - $297,566
2,669 New
2,669 $270,000
Q3 2018

Nov 14, 2018

SELL
$109.36 - $123.34 $150,588 - $169,839
-1,377 Closed
0 $0
Q2 2018

Aug 02, 2018

BUY
$94.95 - $121.87 $53,172 - $68,247
560 Added 68.54%
1,377 $155,000
Q1 2018

May 14, 2018

BUY
$89.58 - $106.9 $73,186 - $87,337
817 New
817 $78,000
Q4 2017

Feb 12, 2018

SELL
$90.24 - $102.06 $280,195 - $316,896
-3,105 Closed
0 $0
Q3 2017

Oct 23, 2017

BUY
$80.89 - $91.8 $251,163 - $285,039
3,105
3,105 $284,000

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 $64.1B
  • 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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