Alley Investment Management Company, LLC Phillips 66 Transaction History

Alley Investment Management Company, LLC

$770 Million
Q1 2025

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 56,531 shares of PSX stock, worth $5.88 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

56,531

Previous 55,976 0.99%

Holding current value

$5.88 Million

Previous $6.38 Million 9.46%

% of portfolio

0.91%

Previous 0.84%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$113.93 - $131.55 $63,231 - $73,010	555 Added 0.99%	56,531 $6.98 Million
Q4 2024 Feb 06, 2025	BUY	$110.35 - $138.93 $340,209 - $428,321	3,083 Added 5.83%	55,976 $6.38 Million
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

# of Institutions

2,005

Shares Held

289M

Call Options Held

2.49M

Put Options Held

2.5M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $50.1B
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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Alley Investment Management Company, LLC Phillips 66 Transaction History