A detailed history of Beacon Investment Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Beacon Investment Advisors LLC holds 9,399 shares of PSX stock, worth $1.04 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
9,399
Previous 9,383 0.17%
Holding current value
$1.04 Million
Previous $1.32 Billion 6.72%
% of portfolio
0.58%
Previous 0.68%

Shares

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

Nov 14, 2024

BUY
$125.0 - $147.17 $2,000 - $2,354
16 Added 0.17%
9,399 $1.24 Billion
Q2 2024

Aug 14, 2024

BUY
$135.85 - $172.71 $545,437 - $693,430
4,015 Added 74.8%
9,383 $1.32 Billion
Q1 2024

May 13, 2024

BUY
$127.67 - $163.34 $12,128 - $15,517
95 Added 1.8%
5,368 $877 Million
Q4 2023

Feb 13, 2024

BUY
$109.19 - $135.72 $23,585 - $29,315
216 Added 4.27%
5,273 $702 Million
Q3 2023

Nov 07, 2023

BUY
$95.4 - $124.28 $1,812 - $2,361
19 Added 0.38%
5,057 $608 Million
Q2 2023

Aug 03, 2023

SELL
$90.81 - $106.46 $2,451 - $2,874
-27 Reduced 0.53%
5,038 $481 Million
Q1 2023

May 12, 2023

BUY
$93.54 - $111.49 $6,641 - $7,915
71 Added 1.42%
5,065 $513 Million
Q4 2022

Feb 09, 2023

BUY
$84.58 - $112.31 $422,392 - $560,876
4,994 New
4,994 $520 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 $53.1B
  • 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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