Apriem Advisors Phillips 66 Transaction History

Apriem Advisors

$814 Million
Q2 2024

A detailed history of Apriem Advisors transactions in Phillips 66 stock. As of the latest transaction made, Apriem Advisors holds 2,158 shares of PSX stock, worth $283,647. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,158

Previous 2,462 12.35%

Holding current value

$283,647

Previous $402,000 24.38%

% of portfolio

0.04%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$135.85 - $172.71 $41,298 - $52,503	-304 Reduced 12.35%	2,158 $304,000
Q1 2024 May 15, 2024	SELL	$127.67 - $163.34 $77,240 - $98,820	-605 Reduced 19.73%	2,462 $402,000
Q1 2023 May 12, 2023	BUY	$93.54 - $111.49 $56,591 - $67,451	605 Added 24.57%	3,067 $310,000
Q4 2022 Feb 13, 2023	BUY	$84.58 - $112.31 $208,235 - $276,507	2,462 New	2,462 $256,000
Q2 2022 Aug 08, 2022	SELL	$81.02 - $110.25 $226,856 - $308,700	-2,800 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$75.34 - $93.2 $210,952 - $260,960	2,800 New	2,800 $242,000
Q1 2020 May 07, 2020	SELL	$42.09 - $112.2 $116,000 - $309,223	-2,756 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$94.06 - $105.06 $14,109 - $15,759	150 Added 5.76%	2,756 $282,000
Q2 2019 Aug 14, 2019	BUY	$80.8 - $98.61 $16,160 - $19,722	200 Added 8.31%	2,606 $244,000
Q4 2018 Feb 19, 2019	BUY	$78.5 - $118.47 $2,433 - $3,672	31 Added 1.31%	2,406 $207,000
Q3 2018 Nov 14, 2018	SELL	$109.36 - $123.34 $16,404 - $18,501	-150 Reduced 5.94%	2,375 $268,000
Q2 2018 Aug 14, 2018	SELL	$94.95 - $121.87 $28,485 - $36,561	-300 Reduced 10.62%	2,525 $284,000
Q4 2017 Feb 14, 2018	SELL	$90.24 - $102.06 $13,987 - $15,819	-155 Reduced 5.2%	2,825 $286,000
Q3 2017 Nov 14, 2017	BUY	$80.89 - $91.8 $241,052 - $273,564	2,980	2,980 $273,000

Others Institutions Holding PSX

# of Institutions

1,957

Shares Held

304M

Call Options Held

2.76M

Put Options Held

2.35M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $63.2B
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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