Berger Financial Group, Inc Phillips 66 Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Phillips 66 stock. As of the latest transaction made, Berger Financial Group, Inc holds 2,451 shares of PSX stock, worth $333,679. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,451

Previous 2,592 5.44%

Holding current value

$333,679

Previous $309,000 7.77%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$118.37 - $139.46 $16,690 - $19,663	-141 Reduced 5.44%	2,451 $333,000
Q2 2025 Jul 22, 2025	SELL	$92.87 - $125.73 $49,221 - $66,636	-530 Reduced 16.98%	2,592 $309,000
Q1 2025 May 12, 2025	SELL	$113.93 - $131.55 $4.19 Million - $4.84 Million	-36,794 Reduced 92.18%	3,122 $385,000
Q4 2024 Feb 14, 2025	BUY	$110.35 - $138.93 $98,542 - $124,064	893 Added 2.29%	39,916 $4.55 Million
Q3 2024 Nov 12, 2024	BUY	$125.0 - $147.17 $1,750 - $2,060	14 Added 0.04%	39,023 $5.13 Million
Q2 2024 Aug 14, 2024	SELL	$135.85 - $172.71 $34,505 - $43,868	-254 Reduced 0.65%	39,009 $5.51 Million
Q1 2024 Apr 16, 2024	SELL	$127.67 - $163.34 $756,317 - $967,626	-5,924 Reduced 13.11%	39,263 $6.41 Million
Q4 2023 Feb 07, 2024	SELL	$109.19 - $135.72 $135,941 - $168,971	-1,245 Reduced 2.68%	45,187 $6.02 Million
Q3 2023 Nov 03, 2023	SELL	$95.4 - $124.28 $10,875 - $14,167	-114 Reduced 0.24%	46,432 $5.58 Million
Q2 2023 Aug 10, 2023	SELL	$90.81 - $106.46 $109,062 - $127,858	-1,201 Reduced 2.52%	46,546 $4.44 Million
Q1 2023 Apr 24, 2023	SELL	$93.54 - $111.49 $858,603 - $1.02 Million	-9,179 Reduced 16.12%	47,747 $4.84 Million
Q4 2022 Jan 30, 2023	BUY	$84.58 - $112.31 $32,647 - $43,351	386 Added 0.68%	56,926 $5.92 Million
Q3 2022 Oct 27, 2022	BUY	$74.16 - $93.57 $112,649 - $142,132	1,519 Added 2.76%	56,540 $4.56 Million
Q2 2022 Aug 08, 2022	BUY	$81.02 - $110.25 $81 - $110	1 Added 0.0%	55,021 $4.51 Million
Q1 2022 May 10, 2022	BUY	$75.34 - $93.2 $4.15 Million - $5.13 Million	55,020 New	55,020 $4.75 Million

Others Institutions Holding PSX

# of Institutions

2,085

Shares Held

307M

Call Options Held

3.55M

Put Options Held

3.37M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $65.5B
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 ...

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Berger Financial Group, Inc Phillips 66 Transaction History