A detailed history of Canvas Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 1,484 shares of PSX stock, worth $205,385. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,484
Holding current value
$205,385
% of portfolio
0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$127.67 - $163.34 $189,462 - $242,396
1,484 New
1,484 $242,000
Q2 2023

Jul 25, 2023

SELL
$90.81 - $106.46 $21,794 - $25,550
-240 Reduced 10.95%
1,952 $186,000
Q1 2023

Apr 28, 2023

SELL
$93.54 - $111.49 $50,137 - $59,758
-536 Reduced 19.65%
2,192 $222,000
Q4 2022

Jan 23, 2023

BUY
$84.58 - $112.31 $15,393 - $20,440
182 Added 7.15%
2,728 $0
Q2 2022

Jul 25, 2022

SELL
$81.02 - $110.25 $13,854 - $18,852
-171 Reduced 6.29%
2,546 $209,000
Q1 2022

May 09, 2022

BUY
$75.34 - $93.2 $204,698 - $253,224
2,717 New
2,717 $247,000
Q4 2021

Jan 19, 2022

SELL
$68.67 - $83.73 $196,396 - $239,467
-2,860 Closed
0 $0
Q3 2021

Oct 15, 2021

BUY
$64.27 - $87.9 $1,606 - $2,197
25 Added 0.88%
2,860 $200,000
Q2 2021

Aug 02, 2021

BUY
$74.95 - $92.56 $11,242 - $13,884
150 Added 5.59%
2,835 $243,000
Q1 2021

Apr 26, 2021

BUY
$67.38 - $88.66 $180,915 - $238,052
2,685 New
2,685 $208,000

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 $66.6B
  • 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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