A detailed history of Atria Investments LLC transactions in Phillips 66 stock. As of the latest transaction made, Atria Investments LLC holds 32,351 shares of PSX stock, worth $4.54 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
32,351
Previous 42,275 23.47%
Holding current value
$4.54 Million
Previous $5.63 Million 6.11%
% of portfolio
0.08%
Previous 0.09%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 21, 2024

SELL
$127.67 - $163.34 $1.27 Million - $1.62 Million
-9,924 Reduced 23.47%
32,351 $5.28 Million
Q4 2023

Feb 14, 2024

SELL
$109.19 - $135.72 $664,202 - $825,584
-6,083 Reduced 12.58%
42,275 $5.63 Million
Q3 2023

Nov 07, 2023

SELL
$95.4 - $124.28 $261,586 - $340,775
-2,742 Reduced 5.37%
48,358 $5.81 Million
Q2 2023

Aug 04, 2023

BUY
$90.81 - $106.46 $52,488 - $61,533
578 Added 1.14%
51,100 $4.87 Million
Q1 2023

May 10, 2023

SELL
$93.54 - $111.49 $25,817 - $30,771
-276 Reduced 0.54%
50,522 $5.12 Million
Q4 2022

Jan 31, 2023

BUY
$84.58 - $112.31 $162,055 - $215,185
1,916 Added 3.92%
50,798 $5.29 Million
Q3 2022

Nov 01, 2022

BUY
$74.16 - $93.57 $297,678 - $375,589
4,014 Added 8.95%
48,882 $3.95 Million
Q2 2022

Aug 11, 2022

BUY
$81.02 - $110.25 $728,531 - $991,368
8,992 Added 25.06%
44,868 $3.68 Million
Q1 2022

May 02, 2022

BUY
$75.34 - $93.2 $101,030 - $124,981
1,341 Added 3.88%
35,876 $3.1 Million
Q4 2021

Feb 04, 2022

BUY
$68.67 - $83.73 $32,206 - $39,269
469 Added 1.38%
34,535 $2.5 Million
Q3 2021

Nov 16, 2021

SELL
$64.27 - $87.9 $269,034 - $367,949
-4,186 Reduced 10.94%
34,066 $2.39 Million
Q2 2021

Aug 10, 2021

BUY
$74.95 - $92.56 $379,771 - $469,001
5,067 Added 15.27%
38,252 $3.28 Million
Q1 2021

May 11, 2021

BUY
$67.38 - $88.66 $77,958 - $102,579
1,157 Added 3.61%
33,185 $2.71 Million
Q4 2020

Feb 12, 2021

BUY
$44.22 - $70.86 $151,453 - $242,695
3,425 Added 11.97%
32,028 $2.24 Million
Q3 2020

Nov 05, 2020

SELL
$51.84 - $69.11 $79,056 - $105,392
-1,525 Reduced 5.06%
28,603 $1.48 Million
Q2 2020

Sep 22, 2020

BUY
$49.51 - $89.73 $1.49 Million - $2.7 Million
30,128 New
30,128 $2.17 Million
Q1 2020

May 15, 2020

SELL
$42.09 - $112.2 $1.26 Million - $3.37 Million
-30,025 Closed
0 $0
Q4 2019

Feb 11, 2020

SELL
$98.24 - $119.7 $75,939 - $92,528
-773 Reduced 2.51%
30,025 $3.35 Million
Q3 2019

Nov 14, 2019

BUY
$94.06 - $105.06 $482,809 - $539,272
5,133 Added 20.0%
30,798 $3.15 Million
Q2 2019

Aug 26, 2019

BUY
$80.8 - $98.61 $1.02 Million - $1.24 Million
12,604 Added 96.5%
25,665 $2.52 Million
Q2 2019

Aug 09, 2019

BUY
$80.8 - $98.61 $126,694 - $154,620
1,568 Added 13.64%
13,061 $142,000
Q1 2019

May 15, 2019

SELL
$86.9 - $98.89 $406,431 - $462,508
-4,677 Reduced 28.92%
11,493 $1.09 Million
Q4 2018

Feb 12, 2019

BUY
$78.5 - $118.47 $298,771 - $450,896
3,806 Added 30.78%
16,170 $1.39 Million
Q3 2018

Oct 09, 2018

BUY
$109.36 - $123.34 $857,601 - $967,232
7,842 Added 173.42%
12,364 $1.39 Million
Q2 2018

Jul 13, 2018

BUY
$94.95 - $121.87 $109,952 - $141,125
1,158 Added 34.42%
4,522 $508,000
Q1 2018

Apr 30, 2018

BUY
$89.58 - $106.9 $39,863 - $47,570
445 Added 15.24%
3,364 $323,000
Q4 2017

Jan 16, 2018

BUY
$90.24 - $102.06 $50,895 - $57,561
564 Added 23.95%
2,919 $295,000
Q3 2017

Oct 12, 2017

BUY
$80.89 - $91.8 $190,495 - $216,189
2,355
2,355 $216,000

Others Institutions Holding PSX

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $67.6B
  • 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 ...
More about PSX
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