A detailed history of Beacon Financial Group transactions in Phillips 66 stock. As of the latest transaction made, Beacon Financial Group holds 37,537 shares of PSX stock, worth $4.91 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
37,537
Previous 38,505 2.51%
Holding current value
$4.91 Million
Previous $5.44 Million 9.24%
% of portfolio
0.54%
Previous 0.63%

Shares

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

Nov 12, 2024

SELL
$125.0 - $147.17 $121,000 - $142,460
-968 Reduced 2.51%
37,537 $4.93 Million
Q2 2024

Aug 06, 2024

SELL
$135.85 - $172.71 $266,130 - $338,338
-1,959 Reduced 4.84%
38,505 $5.44 Million
Q1 2024

May 07, 2024

SELL
$127.67 - $163.34 $232,487 - $297,442
-1,821 Reduced 4.31%
40,464 $6.61 Million
Q4 2023

Feb 23, 2024

BUY
$109.19 - $135.72 $13,102 - $16,286
120 Added 0.28%
42,285 $5.63 Million
Q3 2023

Oct 16, 2023

SELL
$95.4 - $124.28 $182,404 - $237,623
-1,912 Reduced 4.34%
42,165 $4.81 Million
Q2 2023

Jul 20, 2023

SELL
$90.81 - $106.46 $34,053 - $39,922
-375 Reduced 0.84%
44,077 $4.17 Million
Q1 2023

Apr 14, 2023

SELL
$93.54 - $111.49 $34,142 - $40,693
-365 Reduced 0.81%
44,452 $4.67 Million
Q4 2022

Jan 19, 2023

SELL
$84.58 - $112.31 $22,075 - $29,312
-261 Reduced 0.58%
44,817 $4.67 Million
Q3 2022

Oct 13, 2022

BUY
$74.16 - $93.57 $27,810 - $35,088
375 Added 0.84%
45,078 $3.64 Million
Q2 2022

Jul 19, 2022

SELL
$81.02 - $110.25 $30,625 - $41,674
-378 Reduced 0.84%
44,703 $3.84 Million
Q1 2022

Apr 08, 2022

BUY
$75.34 - $93.2 $2,862 - $3,541
38 Added 0.08%
45,081 $3.99 Million
Q4 2021

Jan 07, 2022

SELL
$68.67 - $83.73 $52,257 - $63,718
-761 Reduced 1.66%
45,043 $3.41 Million
Q3 2021

Oct 13, 2021

BUY
$64.27 - $87.9 $74,938 - $102,491
1,166 Added 2.61%
45,804 $3.2 Million
Q2 2021

Jul 26, 2021

SELL
$74.95 - $92.56 $15,214 - $18,789
-203 Reduced 0.45%
44,638 $3.18 Million
Q4 2020

Jan 15, 2021

SELL
$44.22 - $70.86 $33,872 - $54,278
-766 Reduced 1.68%
44,841 $3.32 Million
Q3 2020

Oct 13, 2020

SELL
$51.84 - $69.11 $53,136 - $70,837
-1,025 Reduced 2.2%
45,607 $2.36 Million
Q2 2020

Aug 05, 2020

BUY
$49.51 - $89.73 $34,409 - $62,362
695 Added 1.51%
46,632 $3.2 Million
Q1 2020

Jun 29, 2020

BUY
$42.09 - $112.2 $63,976 - $170,544
1,520 Added 3.42%
45,937 $2.49 Million
Q4 2019

Jan 17, 2020

SELL
$98.24 - $119.7 $982 - $1,197
-10 Reduced 0.02%
44,417 $4.95 Million
Q3 2019

Oct 15, 2019

SELL
$94.06 - $105.06 $52,861 - $59,043
-562 Reduced 1.25%
44,427 $4.61 Million
Q2 2019

Jul 15, 2019

BUY
$80.8 - $98.61 $2.85 Million - $3.48 Million
35,315 Added 365.05%
44,989 $4.21 Million
Q1 2019

Apr 18, 2019

SELL
$86.9 - $98.89 $48,577 - $55,279
-559 Reduced 5.46%
9,674 $921,000
Q3 2018

Oct 10, 2018

BUY
$109.36 - $123.34 $218 - $246
2 Added 0.02%
10,233 $1.15 Million
Q2 2018

Jul 11, 2018

BUY
$94.95 - $121.87 $94 - $121
1 Added 0.01%
10,231 $1.15 Million
Q1 2018

Apr 06, 2018

BUY
$89.58 - $106.9 $89 - $106
1 Added 0.01%
10,230 $981,000
Q4 2017

Jan 03, 2018

SELL
$90.24 - $102.06 $8.27 Million - $9.35 Million
-91,618 Reduced 89.96%
10,229 $1.04 Million
Q3 2017

Oct 03, 2017

BUY
$80.89 - $91.8 $8.24 Million - $9.35 Million
101,847
101,847 $9.33 Million

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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