A detailed history of Bok Financial Private Wealth, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 379 shares of PSX stock, worth $46,264. This represents 0.0% of its overall portfolio holdings.

Number of Shares
379
Previous 193 96.37%
Holding current value
$46,264
Previous $31,000 70.97%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$135.85 - $172.71 $25,268 - $32,124
186 Added 96.37%
379 $53,000
Q1 2024

Apr 30, 2024

SELL
$127.67 - $163.34 $51,706 - $66,152
-405 Reduced 67.73%
193 $31,000
Q4 2023

Jan 30, 2024

BUY
$109.19 - $135.72 $6,223 - $7,736
57 Added 10.54%
598 $79,000
Q2 2023

Aug 08, 2023

SELL
$90.81 - $106.46 $136,215 - $159,690
-1,500 Reduced 73.49%
541 $51,000
Q1 2023

Apr 21, 2023

SELL
$93.54 - $111.49 $17,679 - $21,071
-189 Reduced 8.48%
2,041 $206,000
Q3 2022

Nov 07, 2022

BUY
$74.16 - $93.57 $165,376 - $208,661
2,230 New
2,230 $180,000
Q2 2022

Aug 15, 2022

SELL
$81.02 - $110.25 $243,546 - $331,411
-3,006 Reduced 56.44%
2,320 $190,000
Q1 2022

May 09, 2022

BUY
$75.34 - $93.2 $100,202 - $123,956
1,330 Added 33.28%
5,326 $460,000
Q4 2021

Feb 15, 2022

BUY
$68.67 - $83.73 $274,405 - $334,585
3,996 New
3,996 $290,000

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 $58.7B
  • 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
Track This Portfolio

Track Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.