Atlas Private Wealth Management Phillips 66 Transaction History

Atlas Private Wealth Management

$227 Million
Q1 2024

A detailed history of Atlas Private Wealth Management transactions in Phillips 66 stock. As of the latest transaction made, Atlas Private Wealth Management holds 14,171 shares of PSX stock, worth $1.82 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

14,171

Previous 12,446 13.86%

Holding current value

$1.82 Million

Previous $1.66 Million 39.65%

% of portfolio

1.02%

Previous 0.82%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$127.67 - $163.34 $220,230 - $281,761	1,725 Added 13.86%	14,171 $2.31 Million
Q4 2023 Jan 19, 2024	BUY	$109.19 - $135.72 $40,727 - $50,623	373 Added 3.09%	12,446 $1.66 Million
Q3 2023 Oct 23, 2023	BUY	$95.4 - $124.28 $30,241 - $39,396	317 Added 2.7%	12,073 $1.45 Million
Q2 2023 Jul 13, 2023	BUY	$90.81 - $106.46 $168,270 - $197,270	1,853 Added 18.71%	11,756 $1.12 Million
Q1 2023 Apr 26, 2023	BUY	$93.54 - $111.49 $67,442 - $80,384	721 Added 7.85%	9,903 $1 Million
Q4 2022 Jan 18, 2023	BUY	$84.58 - $112.31 $93,460 - $124,102	1,105 Added 13.68%	9,182 $0
Q3 2022 Oct 26, 2022	BUY	$74.16 - $93.57 $106,493 - $134,366	1,436 Added 21.62%	8,077 $652,000
Q2 2022 Jul 19, 2022	SELL	$81.02 - $110.25 $4,618 - $6,284	-57 Reduced 0.85%	6,641 $545,000
Q1 2022 Apr 25, 2022	BUY	$75.34 - $93.2 $57,785 - $71,484	767 Added 12.93%	6,698 $579,000
Q4 2021 Feb 07, 2022	SELL	$68.67 - $83.73 $14,901 - $18,169	-217 Reduced 3.53%	5,931 $430,000
Q3 2021 Oct 25, 2021	BUY	$64.27 - $87.9 $89,849 - $122,884	1,398 Added 29.43%	6,148 $431,000
Q2 2021 Aug 05, 2021	BUY	$74.95 - $92.56 $62,733 - $77,472	837 Added 21.39%	4,750 $408,000
Q1 2021 Apr 26, 2021	BUY	$67.38 - $88.66 $27,154 - $35,729	403 Added 11.48%	3,913 $319,000
Q4 2020 Jan 27, 2021	BUY	$44.22 - $70.86 $9,330 - $14,951	211 Added 6.4%	3,510 $245,000
Q3 2020 Nov 05, 2020	BUY	$51.84 - $69.11 $41,990 - $55,979	810 Added 32.54%	3,299 $171,000
Q2 2020 Aug 04, 2020	BUY	$49.51 - $89.73 $49 - $89	1 Added 0.04%	2,489 $179,000
Q1 2020 May 12, 2020	BUY	$42.09 - $112.2 $6,187 - $16,493	147 Added 6.28%	2,488 $133,000
Q4 2019 Feb 11, 2020	BUY	$98.24 - $119.7 $229,979 - $280,217	2,341 New	2,341 $261,000

Others Institutions Holding PSX

# of Institutions

1,955

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 $61.6B
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 ...

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Atlas Private Wealth Management Phillips 66 Transaction History