Arkadios Wealth Advisors Phillips 66 Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Phillips 66 stock. As of the latest transaction made, Arkadios Wealth Advisors holds 30,188 shares of PSX stock, worth $3.5 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

30,188

Previous 48,900 38.27%

Holding current value

$3.5 Million

Previous $5.57 Million 33.1%

% of portfolio

0.15%

Previous 0.33%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$113.93 - $131.55 $2.13 Million - $2.46 Million	-18,712 Reduced 38.27%	30,188 $3.73 Million
Q4 2024 Jan 15, 2025	BUY	$110.35 - $138.93 $669,934 - $843,444	6,071 Added 14.17%	48,900 $5.57 Million
Q3 2024 Oct 24, 2024	BUY	$125.0 - $147.17 $30,750 - $36,203	246 Added 0.58%	42,829 $5.63 Million
Q2 2024 Jul 29, 2024	SELL	$135.85 - $172.71 $103,789 - $131,950	-764 Reduced 1.76%	42,583 $6.01 Million
Q1 2024 Apr 30, 2024	SELL	$127.67 - $163.34 $141,458 - $180,980	-1,108 Reduced 2.49%	43,347 $7.08 Million
Q4 2023 Jan 24, 2024	SELL	$109.19 - $135.72 $47,388 - $58,902	-434 Reduced 0.97%	44,455 $5.92 Million
Q3 2023 Oct 13, 2023	BUY	$95.4 - $124.28 $979,376 - $1.28 Million	10,266 Added 29.65%	44,889 $5.39 Million
Q2 2023 Jul 26, 2023	SELL	$90.81 - $106.46 $3,087 - $3,619	-34 Reduced 0.1%	34,623 $3.3 Million
Q1 2023 May 02, 2023	BUY	$93.54 - $111.49 $199,894 - $238,254	2,137 Added 6.57%	34,657 $3.51 Million
Q4 2022 Jan 11, 2023	BUY	$84.58 - $112.31 $221,599 - $294,252	2,620 Added 8.76%	32,520 $0
Q3 2022 Oct 21, 2022	BUY	$74.16 - $93.57 $525,720 - $663,317	7,089 Added 31.08%	29,900 $2.41 Million
Q2 2022 Jul 14, 2022	BUY	$81.02 - $110.25 $279,600 - $380,472	3,451 Added 17.83%	22,811 $1.87 Million
Q1 2022 May 02, 2022	BUY	$75.34 - $93.2 $590,740 - $730,781	7,841 Added 68.07%	19,360 $1.67 Million
Q4 2021 Feb 03, 2022	BUY	$68.67 - $83.73 $251,263 - $306,368	3,659 Added 46.55%	11,519 $835,000
Q3 2021 Oct 19, 2021	BUY	$64.27 - $87.9 $40,425 - $55,289	629 Added 8.7%	7,860 $550,000
Q2 2021 Jul 28, 2021	BUY	$74.95 - $92.56 $142,929 - $176,511	1,907 Added 35.82%	7,231 $620,000
Q1 2021 Apr 26, 2021	BUY	$67.38 - $88.66 $25,941 - $34,134	385 Added 7.8%	5,324 $434,000
Q4 2020 Feb 09, 2021	BUY	$44.22 - $70.86 $5,306 - $8,503	120 Added 2.49%	4,939 $345,000
Q3 2020 Nov 10, 2020	BUY	$51.84 - $69.11 $150,387 - $200,488	2,901 Added 151.25%	4,819 $244 Million
Q2 2020 Aug 10, 2020	BUY	$49.51 - $89.73 $5,149 - $9,331	104 Added 5.73%	1,918 $119 Million
Q1 2020 May 14, 2020	BUY	$42.09 - $112.2 $10,017 - $26,703	238 Added 15.1%	1,814 $97.3 Million
Q4 2019 Feb 14, 2020	BUY	$98.24 - $119.7 $154,826 - $188,647	1,576 New	1,576 $175,000

Others Institutions Holding PSX

# of Institutions

2,026

Shares Held

299M

Call Options Held

3.07M

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 $55.9B
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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Arkadios Wealth Advisors Phillips 66 Transaction History