A detailed history of Berger Financial Group, Inc transactions in Phillips 66 stock. As of the latest transaction made, Berger Financial Group, Inc holds 39,023 shares of PSX stock, worth $4.31 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
39,023
Previous 39,009 0.04%
Holding current value
$4.31 Million
Previous $5.51 Million 6.85%
% of portfolio
0.44%
Previous 0.51%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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