Arkadios Wealth Advisors Phillips 66 Transaction History

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Phillips 66 stock. As of the latest transaction made, Arkadios Wealth Advisors holds 42,829 shares of PSX stock, worth $5.63 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
42,829
Previous 42,583 0.58%
Holding current value
$5.63 Million
Previous $6.01 Million 6.36%
% of portfolio
0.34%
Previous 0.43%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,956
Shares Held
282M
Call Options Held
2.55M
Put Options Held
2.36M
View Full List

About Phillips 66

PSX Quotes by TradingView
  • 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
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors 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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email