Avantax Advisory Services, Inc. Phillips 66 Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 95,431 shares of PSX stock, worth $12.5 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

95,431

Previous 94,085 1.43%

Holding current value

$12.5 Million

Previous $11.6 Million 2.01%

% of portfolio

0.06%

Previous 0.07%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$92.87 - $125.73 $125,003 - $169,232	1,346 Added 1.43%	95,431 $11.4 Million
Q1 2025 May 06, 2025	BUY	$113.93 - $131.55 $547,091 - $631,703	4,802 Added 5.38%	94,085 $11.6 Million
Q4 2024 Feb 07, 2025	SELL	$110.35 - $138.93 $280,620 - $353,298	-2,543 Reduced 2.77%	89,283 $10.2 Million
Q3 2024 Nov 13, 2024	BUY	$125.0 - $147.17 $1.64 Million - $1.93 Million	13,145 Added 16.71%	91,826 $12.1 Million
Q2 2024 Aug 09, 2024	BUY	$135.85 - $172.71 $4.65 Million - $5.92 Million	34,258 Added 77.12%	78,681 $11.1 Million
Q1 2024 May 08, 2024	BUY	$127.67 - $163.34 $703,717 - $900,330	5,512 Added 14.17%	44,423 $7.26 Million
Q4 2023 Feb 07, 2024	SELL	$109.19 - $135.72 $778,415 - $967,547	-7,129 Reduced 15.48%	38,911 $5.18 Million
Q3 2023 Nov 07, 2023	SELL	$95.4 - $124.28 $130,411 - $169,890	-1,367 Reduced 2.88%	46,040 $5.53 Million
Q2 2023 Aug 11, 2023	SELL	$90.81 - $106.46 $1.66 Million - $1.95 Million	-18,296 Reduced 27.85%	47,407 $4.52 Million
Q1 2023 Apr 28, 2023	BUY	$93.54 - $111.49 $1.41 Million - $1.68 Million	15,025 Added 29.65%	65,703 $6.66 Million
Q4 2022 Feb 13, 2023	BUY	$84.58 - $112.31 $26,050 - $34,591	308 Added 0.61%	50,678 $5.27 Million
Q3 2022 Nov 01, 2022	BUY	$74.16 - $93.57 $84,987 - $107,231	1,146 Added 2.33%	50,370 $4.07 Million
Q2 2022 Aug 02, 2022	SELL	$81.02 - $110.25 $57,524 - $78,277	-710 Reduced 1.42%	49,224 $4.04 Million
Q1 2022 Apr 27, 2022	BUY	$75.34 - $93.2 $109,016 - $134,860	1,447 Added 2.98%	49,934 $4.32 Million
Q4 2021 Jan 24, 2022	SELL	$68.67 - $83.73 $184,104 - $224,480	-2,681 Reduced 5.24%	48,487 $3.51 Million
Q3 2021 Oct 21, 2021	BUY	$64.27 - $87.9 $57,007 - $77,967	887 Added 1.76%	51,168 $3.58 Million
Q2 2021 Jul 29, 2021	SELL	$74.95 - $92.56 $412,075 - $508,894	-5,498 Reduced 9.86%	50,281 $4.31 Million
Q1 2021 May 13, 2021	SELL	$67.38 - $88.66 $93,388 - $122,882	-1,386 Reduced 2.42%	55,779 $4.55 Million
Q4 2020 Jan 22, 2021	SELL	$44.22 - $70.86 $973,149 - $1.56 Million	-22,007 Reduced 27.8%	57,165 $4 Million
Q3 2020 Oct 14, 2020	BUY	$51.84 - $69.11 $1.36 Million - $1.81 Million	26,218 Added 49.51%	79,172 $4.11 Million
Q2 2020 Aug 06, 2020	BUY	$49.51 - $89.73 $29,111 - $52,761	588 Added 1.12%	52,954 $3.81 Million
Q1 2020 Apr 30, 2020	SELL	$42.09 - $112.2 $36,113 - $96,267	-858 Reduced 1.61%	52,366 $2.81 Million
Q4 2019 Feb 14, 2020	BUY	$98.24 - $119.7 $630,700 - $768,474	6,420 Added 13.72%	53,224 $5.92 Million
Q3 2019 Nov 08, 2019	BUY	$94.06 - $105.06 $155,293 - $173,454	1,651 Added 3.66%	46,804 $4.79 Million
Q2 2019 Aug 06, 2019	BUY	$80.8 - $98.61 $112,635 - $137,462	1,394 Added 3.19%	45,153 $4.22 Million
Q1 2019 May 13, 2019	BUY	$86.9 - $98.89 $1.27 Million - $1.45 Million	14,620 Added 50.17%	43,759 $4.17 Million
Q4 2018 Feb 13, 2019	BUY	$78.5 - $118.47 $2.29 Million - $3.45 Million	29,139 New	29,139 $2.51 Million

Others Institutions Holding PSX

# of Institutions

2,048

Shares Held

309M

Call Options Held

3.58M

Put Options Held

3.44M

View Full List

About Phillips 66

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 ...

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Avantax Advisory Services, Inc. Phillips 66 Transaction History