A detailed history of Bdo Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 1,100 shares of PSX stock, worth $127,413. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,100
Previous 999 10.11%
Holding current value
$127,413
Previous $101,000 2.97%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

BUY
$90.81 - $106.46 $9,171 - $10,752
101 Added 10.11%
1,100 $104,000
Q1 2021

May 14, 2021

BUY
$67.38 - $88.66 $63,269 - $83,251
939 Added 1565.0%
999 $81,000
Q4 2020

Feb 12, 2021

SELL
$44.22 - $70.86 $12,558 - $20,124
-284 Reduced 82.56%
60 $4,000
Q2 2020

Aug 14, 2020

SELL
$49.51 - $89.73 $2,970 - $5,383
-60 Reduced 14.85%
344 $25,000
Q4 2019

Feb 14, 2020

SELL
$98.24 - $119.7 $21,416 - $26,094
-218 Reduced 35.05%
404 $45,000
Q4 2018

Feb 14, 2019

BUY
$78.5 - $118.47 $9,420 - $14,216
120 Added 23.9%
622 $54,000
Q2 2018

Aug 27, 2018

BUY
$94.95 - $121.87 $47,664 - $61,178
502 New
502 $56,000

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 $55.7B
  • 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
Track This Portfolio

Track Bdo Wealth Advisors, LLC Portfolio

Follow Bdo Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.