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 $144,001. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,100
Previous 999 10.11%
Holding current value
$144,001
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 $63B
  • 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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