Beacon Pointe Advisors, LLC Phillips 66 Transaction History

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 27,407 shares of PSX stock, worth $3.78 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27,407
Previous 28,575 4.09%
Holding current value
$3.78 Million
Previous $3.53 Million 7.34%
% of portfolio
0.03%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$92.87 - $125.73 $108,472 - $146,852
-1,168 Reduced 4.09%
27,407 $3.27 Million
Q1 2025

May 13, 2025
SELL
$113.93 - $131.55 $2.12 Million - $2.45 Million
-18,626 Reduced 39.46%
28,575 $3.53 Million
Q4 2024

Feb 14, 2025
SELL
$110.35 - $138.93 $87,838 - $110,588
-796 Reduced 1.66%
47,201 $5.38 Million
Q3 2024

Nov 14, 2024
SELL
$125.0 - $147.17 $70,500 - $83,003
-564 Reduced 1.16%
47,997 $6.31 Million
Q2 2024

Aug 12, 2024
SELL
$135.85 - $172.71 $488,788 - $621,410
-3,598 Reduced 6.9%
48,561 $6.86 Million
Q1 2024

May 14, 2024
BUY
$127.67 - $163.34 $233,763 - $299,075
1,831 Added 3.64%
52,159 $8.52 Million
Q4 2023

Feb 08, 2024
BUY
$109.19 - $135.72 $333,575 - $414,624
3,055 Added 6.46%
50,328 $6.7 Million
Q3 2023

Nov 14, 2023
BUY
$95.4 - $124.28 $2.27 Million - $2.96 Million
23,824 Added 101.6%
47,273 $5.68 Million
Q2 2023

Aug 11, 2023
BUY
$90.81 - $106.46 $122,048 - $143,082
1,344 Added 6.08%
23,449 $2.24 Million
Q1 2023

May 12, 2023
BUY
$93.54 - $111.49 $1.1 Million - $1.31 Million
11,750 Added 113.47%
22,105 $2.24 Million
Q4 2022

Feb 14, 2023
BUY
$84.58 - $112.31 $88,639 - $117,700
1,048 Added 11.26%
10,355 $1.08 Million
Q3 2022

Nov 09, 2022
SELL
$74.16 - $93.57 $18,540 - $23,392
-250 Reduced 2.62%
9,307 $756,000
Q2 2022

Aug 11, 2022
SELL
$81.02 - $110.25 $2.99 Million - $4.08 Million
-36,965 Reduced 79.46%
9,557 $786,000
Q1 2022

May 17, 2022
BUY
$75.34 - $93.2 $2.87 Million - $3.55 Million
38,079 Added 451.01%
46,522 $4.02 Million
Q4 2021

Feb 14, 2022
BUY
$68.67 - $83.73 $187,812 - $229,001
2,735 Added 47.92%
8,443 $612,000
Q3 2021

Nov 15, 2021
SELL
$64.27 - $87.9 $242,233 - $331,295
-3,769 Reduced 39.77%
5,708 $400,000
Q2 2021

Aug 17, 2021
BUY
$74.95 - $92.56 $459,893 - $567,948
6,136 Added 183.66%
9,477 $813,000
Q1 2021

May 18, 2021
BUY
$67.38 - $88.66 $225,116 - $296,213
3,341 New
3,341 $272,000

Others Institutions Holding PSX

# of Institutions
2,089
Shares Held
307M
Call Options Held
3.55M
Put Options Held
3.37M
View Full List

About Phillips 66

PSX Quotes by TradingView
  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $66.3B
  • 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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