A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Phillips 66 stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 2,222 shares of PSX stock, worth $308,702. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,222
Previous 2,222 -0.0%
Holding current value
$308,702
Previous $362,000 13.54%
% of portfolio
0.13%
Previous 0.17%

Shares

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

Apr 18, 2024

SELL
$127.67 - $163.34 $6,383 - $8,167
-50 Reduced 2.2%
2,222 $362,000
Q4 2023

Jan 09, 2024

SELL
$109.19 - $135.72 $5,350 - $6,650
-49 Reduced 2.11%
2,272 $302,000
Q3 2023

Oct 18, 2023

BUY
$95.4 - $124.28 $221,423 - $288,453
2,321 New
2,321 $278,000
Q4 2020

Feb 18, 2021

SELL
$44.22 - $70.86 $663 - $1,062
-15 Closed
0 $0
Q3 2020

Nov 16, 2020

SELL
$51.84 - $69.11 $16,329 - $21,769
-315 Reduced 95.45%
15 $1,000
Q2 2020

Aug 14, 2020

BUY
$49.51 - $89.73 $16,338 - $29,610
330 New
330 $24,000
Q4 2019

Feb 14, 2020

SELL
$98.24 - $119.7 $11,494 - $14,004
-117 Closed
0 $0
Q1 2018

May 28, 2020

BUY
$89.58 - $106.9 $10,480 - $12,507
117 New
117 $11,000

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 $66.8B
  • 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 Capital Advisory Group Advisory Services, LLC Portfolio

Follow Capital Advisory Group Advisory Services, LLC 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 Capital Advisory Group Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisory Group Advisory Services, LLC with notifications on news.