A detailed history of Avidian Wealth Solutions, LLC transactions in Phillips 66 stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 8,039 shares of PSX stock, worth $968,940. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,039
Previous 10,217 21.32%
Holding current value
$968,940
Previous $1.44 Million 26.77%
% of portfolio
0.05%
Previous 0.06%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$125.0 - $147.17 $272,250 - $320,536
-2,178 Reduced 21.32%
8,039 $1.06 Million
Q2 2024

Aug 06, 2024

BUY
$135.85 - $172.71 $728,971 - $926,761
5,366 Added 110.62%
10,217 $1.44 Million
Q1 2024

May 03, 2024

BUY
$127.67 - $163.34 $35,236 - $45,081
276 Added 6.03%
4,851 $792,000
Q4 2023

Feb 06, 2024

BUY
$109.19 - $135.72 $14,849 - $18,457
136 Added 3.06%
4,575 $609,000
Q3 2023

Oct 13, 2023

SELL
$95.4 - $124.28 $251,569 - $327,726
-2,637 Reduced 37.27%
4,439 $533,000
Q2 2023

Aug 03, 2023

SELL
$90.81 - $106.46 $325,281 - $381,339
-3,582 Reduced 33.61%
7,076 $674,000
Q1 2023

May 08, 2023

BUY
$93.54 - $111.49 $32,926 - $39,244
352 Added 3.42%
10,658 $1.08 Million
Q4 2022

Feb 06, 2023

SELL
$84.58 - $112.31 $29,518 - $39,196
-349 Reduced 3.28%
10,306 $1.07 Million
Q3 2022

Nov 03, 2022

SELL
$74.16 - $93.57 $7,193 - $9,076
-97 Reduced 0.9%
10,655 $860,000
Q2 2022

Jul 29, 2022

BUY
$81.02 - $110.25 $2,511 - $3,417
31 Added 0.29%
10,752 $882,000
Q1 2022

May 10, 2022

BUY
$75.34 - $93.2 $172,679 - $213,614
2,292 Added 27.19%
10,721 $926,000
Q4 2021

Feb 14, 2022

BUY
$68.67 - $83.73 $146,267 - $178,344
2,130 Added 33.81%
8,429 $611,000
Q3 2021

Nov 10, 2021

SELL
$64.27 - $87.9 $74,231 - $101,524
-1,155 Reduced 15.5%
6,299 $441,000
Q2 2021

Aug 09, 2021

SELL
$74.95 - $92.56 $175,008 - $216,127
-2,335 Reduced 23.85%
7,454 $640,000
Q1 2021

May 05, 2021

SELL
$67.38 - $88.66 $336 - $443
-5 Reduced 0.05%
9,789 $798,000
Q4 2020

Feb 09, 2021

BUY
$44.22 - $70.86 $14,548 - $23,312
329 Added 3.48%
9,794 $685,000
Q3 2020

Feb 03, 2021

BUY
$51.84 - $69.11 $490,665 - $654,126
9,465 New
9,465 $491,000
Q3 2020

Nov 06, 2020

SELL
$51.84 - $69.11 $490,147 - $653,435
-9,455 Closed
0 $0
Q2 2020

Aug 10, 2020

BUY
$49.51 - $89.73 $227,646 - $412,578
4,598 Added 94.67%
9,455 $680,000
Q1 2020

Apr 22, 2020

BUY
$42.09 - $112.2 $79,592 - $212,170
1,891 Added 63.76%
4,857 $261,000
Q4 2019

Feb 13, 2020

BUY
$98.24 - $119.7 $62,185 - $75,770
633 Added 27.13%
2,966 $330,000
Q3 2019

Nov 14, 2019

SELL
$94.06 - $105.06 $303,531 - $339,028
-3,227 Reduced 58.04%
2,333 $239,000
Q2 2019

Aug 14, 2019

BUY
$80.8 - $98.61 $14,786 - $18,045
183 Added 3.4%
5,560 $520,000
Q1 2019

May 15, 2019

BUY
$86.9 - $98.89 $21,029 - $23,931
242 Added 4.71%
5,377 $512,000
Q4 2018

Feb 14, 2019

BUY
$78.5 - $118.47 $17,662 - $26,655
225 Added 4.58%
5,135 $442,000
Q3 2018

Nov 14, 2018

BUY
$109.36 - $123.34 $3,718 - $4,193
34 Added 0.7%
4,910 $553,000
Q1 2018

May 15, 2018

BUY
$89.58 - $106.9 $19,797 - $23,624
221 Added 4.75%
4,876 $468,000
Q2 2017

Aug 14, 2017

BUY
N/A
4,655
4,655 $385,000

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 $58B
  • 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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