Atria Wealth Solutions, Inc. Phillips 66 Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 27,834 shares of PSX stock, worth $3.23 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

27,834

Previous 25,849 7.68%

Holding current value

$3.23 Million

Previous $2.94 Million 16.71%

% of portfolio

0.04%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$113.93 - $131.55 $226,151 - $261,126	1,985 Added 7.68%	27,834 $3.44 Million
Q4 2024 Jan 31, 2025	SELL	$110.35 - $138.93 $104,832 - $131,983	-950 Reduced 3.54%	25,849 $2.94 Million
Q3 2024 Nov 08, 2024	SELL	$125.0 - $147.17 $209,500 - $246,656	-1,676 Reduced 5.89%	26,799 $3.52 Million
Q2 2024 Jul 22, 2024	SELL	$135.85 - $172.71 $801,650 - $1.02 Million	-5,901 Reduced 17.17%	28,475 $4.02 Million
Q1 2024 May 13, 2024	SELL	$127.67 - $163.34 $519,999 - $665,283	-4,073 Reduced 10.59%	34,376 $5.61 Million
Q4 2023 Feb 02, 2024	BUY	$109.19 - $135.72 $275,049 - $341,878	2,519 Added 7.01%	38,449 $5.12 Million
Q3 2023 Nov 08, 2023	BUY	$95.4 - $124.28 $89,771 - $116,947	941 Added 2.69%	35,930 $4.32 Million
Q2 2023 Aug 03, 2023	SELL	$90.81 - $106.46 $1.4 Million - $1.64 Million	-15,407 Reduced 30.57%	34,989 $3.34 Million
Q1 2023 Aug 22, 2023	BUY	$93.54 - $111.49 $89,985 - $107,253	962 Added 2.75%	35,951 $3.64 Million
Q1 2023 Jun 14, 2023	BUY	$93.54 - $111.49 $1.35 Million - $1.61 Million	14,445 Added 40.18%	50,396 $5.11 Million
Q1 2023 May 10, 2023	SELL	$93.54 - $111.49 $1.5 Million - $1.78 Million	-15,988 Reduced 30.78%	35,951 $3.64 Million
Q4 2022 Aug 30, 2023	BUY	$84.58 - $112.31 $1.3 Million - $1.73 Million	15,407 Added 44.03%	50,396 $5.24 Million
Q4 2022 Feb 13, 2023	BUY	$84.58 - $112.31 $1.42 Million - $1.89 Million	16,843 Added 47.99%	51,939 $5.41 Million
Q3 2022 Feb 13, 2023	SELL	$74.16 - $93.57 $268,755 - $339,097	-3,624 Reduced 9.36%	35,096 $2.83 Million
Q3 2022 Nov 14, 2022	BUY	$74.16 - $93.57 $1.03 Million - $1.29 Million	13,837 Added 55.61%	38,720 $3.17 Million
Q2 2022 Aug 15, 2022	SELL	$81.02 - $110.25 $424,706 - $577,930	-5,242 Reduced 17.4%	24,883 $2.04 Million
Q1 2022 May 16, 2022	BUY	$75.34 - $93.2 $2.27 Million - $2.81 Million	30,125 New	30,125 $2.6 Million

Others Institutions Holding PSX

# of Institutions

2,027

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 $55.8B
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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Atria Wealth Solutions, Inc. Phillips 66 Transaction History