A detailed history of Alley Investment Management Company, LLC transactions in Phillips 66 stock. As of the latest transaction made, Alley Investment Management Company, LLC holds 52,893 shares of PSX stock, worth $5.9 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
52,893
Previous 51,995 1.73%
Holding current value
$5.9 Million
Previous $7.34 Million 5.29%
% of portfolio
0.88%
Previous 1.0%

Shares

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

Nov 13, 2024

BUY
$125.0 - $147.17 $112,250 - $132,158
898 Added 1.73%
52,893 $6.95 Million
Q2 2024

Aug 14, 2024

SELL
$135.85 - $172.71 $1.24 Million - $1.57 Million
-9,114 Reduced 14.91%
51,995 $7.34 Million
Q1 2024

May 10, 2024

SELL
$127.67 - $163.34 $108,519 - $138,839
-850 Reduced 1.37%
61,109 $9.98 Million
Q4 2023

Feb 12, 2024

SELL
$109.19 - $135.72 $114,977 - $142,913
-1,053 Reduced 1.67%
61,959 $8.25 Million
Q3 2023

Oct 27, 2023

BUY
$95.4 - $124.28 $68,783 - $89,605
721 Added 1.16%
63,012 $7.57 Million
Q2 2023

Aug 11, 2023

BUY
$90.81 - $106.46 $69,106 - $81,016
761 Added 1.24%
62,291 $5.94 Million
Q1 2023

May 12, 2023

BUY
$93.54 - $111.49 $188,015 - $224,094
2,010 Added 3.38%
61,530 $6.24 Million
Q4 2022

Feb 07, 2023

SELL
$84.58 - $112.31 $3,383 - $4,492
-40 Reduced 0.07%
59,520 $6.2 Million
Q3 2022

Oct 27, 2022

BUY
$74.16 - $93.57 $24,621 - $31,065
332 Added 0.56%
59,560 $4.81 Million
Q2 2022

Aug 05, 2022

BUY
$81.02 - $110.25 $19,444 - $26,460
240 Added 0.41%
59,228 $4.86 Million
Q1 2022

May 10, 2022

BUY
$75.34 - $93.2 $4.44 Million - $5.5 Million
58,988 New
58,988 $5.1 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 $53.7B
  • 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
Track This Portfolio

Track Alley Investment Management Company, LLC Portfolio

Follow Alley Investment Management Company, 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 Alley Investment Management Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alley Investment Management Company, LLC with notifications on news.