A detailed history of Advisor Os, LLC transactions in Phillips 66 stock. As of the latest transaction made, Advisor Os, LLC holds 3,951 shares of PSX stock, worth $482,298. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,951
Previous 3,893 1.49%
Holding current value
$482,298
Previous $635,000 12.28%
% of portfolio
0.06%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$135.85 - $172.71 $7,879 - $10,017
58 Added 1.49%
3,951 $557,000
Q1 2024

May 08, 2024

BUY
$127.67 - $163.34 $89,369 - $114,338
700 Added 21.92%
3,893 $635,000
Q4 2023

Feb 07, 2024

BUY
$109.19 - $135.72 $12,556 - $15,607
115 Added 3.74%
3,193 $425,000
Q3 2023

Nov 02, 2023

SELL
$95.4 - $124.28 $580,890 - $756,740
-6,089 Reduced 66.42%
3,078 $369,000
Q2 2023

Aug 08, 2023

SELL
$90.81 - $106.46 $420,359 - $492,803
-4,629 Reduced 33.55%
9,167 $874,000
Q1 2023

Apr 24, 2023

SELL
$93.54 - $111.49 $4,302 - $5,128
-46 Reduced 0.33%
13,796 $1.4 Million
Q4 2022

Jan 31, 2023

BUY
$84.58 - $112.31 $574,382 - $762,697
6,791 Added 96.31%
13,842 $1.44 Million
Q3 2022

Nov 03, 2022

SELL
$74.16 - $93.57 $54,136 - $68,306
-730 Reduced 9.38%
7,051 $568,000
Q2 2022

Aug 02, 2022

BUY
$81.02 - $110.25 $630,416 - $857,855
7,781 New
7,781 $638,000

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 $58.7B
  • 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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