A detailed history of Capital Investment Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 2,934 shares of PSX stock, worth $391,014. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,934
Previous 3,682 20.32%
Holding current value
$391,014
Previous $519,000 25.82%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$125.0 - $147.17 $93,500 - $110,083
-748 Reduced 20.32%
2,934 $385,000
Q2 2024

Jul 12, 2024

BUY
$135.85 - $172.71 $110,310 - $140,240
812 Added 28.29%
3,682 $519,000
Q1 2024

Apr 15, 2024

SELL
$127.67 - $163.34 $22,342 - $28,584
-175 Reduced 5.75%
2,870 $468,000
Q4 2023

Jan 05, 2024

SELL
$109.19 - $135.72 $8,844 - $10,993
-81 Reduced 2.59%
3,045 $405,000
Q3 2023

Oct 16, 2023

BUY
$95.4 - $124.28 $1,812 - $2,361
19 Added 0.61%
3,126 $375,000
Q2 2023

Jul 11, 2023

BUY
$90.81 - $106.46 $2,633 - $3,087
29 Added 0.94%
3,107 $296,000
Q1 2023

Apr 10, 2023

SELL
$93.54 - $111.49 $11,411 - $13,601
-122 Reduced 3.81%
3,078 $312,000
Q4 2022

Jan 05, 2023

SELL
$84.58 - $112.31 $51,255 - $68,059
-606 Reduced 15.92%
3,200 $333,000
Q3 2022

Oct 05, 2022

SELL
$74.16 - $93.57 $6,081 - $7,672
-82 Reduced 2.11%
3,806 $307,000
Q2 2022

Jul 06, 2022

BUY
$81.02 - $110.25 $8,264 - $11,245
102 Added 2.69%
3,888 $319,000
Q1 2022

Apr 13, 2022

BUY
$75.34 - $93.2 $7,006 - $8,667
93 Added 2.52%
3,786 $327,000
Q4 2021

Jan 10, 2022

BUY
$68.67 - $83.73 $15,862 - $19,341
231 Added 6.67%
3,693 $268,000
Q3 2021

Oct 13, 2021

SELL
$64.27 - $87.9 $9,769 - $13,360
-152 Reduced 4.21%
3,462 $242,000
Q2 2021

Jul 14, 2021

BUY
$74.95 - $92.56 $74 - $92
1 Added 0.03%
3,614 $310,000
Q1 2021

Apr 27, 2021

SELL
$67.38 - $88.66 $1,280 - $1,684
-19 Reduced 0.52%
3,613 $295,000
Q4 2020

Jan 21, 2021

SELL
$44.22 - $70.86 $13,133 - $21,045
-297 Reduced 7.56%
3,632 $254,000
Q3 2020

Oct 29, 2020

SELL
$51.84 - $69.11 $6,791 - $9,053
-131 Reduced 3.23%
3,929 $204,000
Q2 2020

Jul 20, 2020

BUY
$49.51 - $89.73 $6,386 - $11,575
129 Added 3.28%
4,060 $292,000
Q1 2020

Apr 13, 2020

SELL
$42.09 - $112.2 $187,931 - $500,973
-4,465 Reduced 53.18%
3,931 $211,000
Q4 2019

Jan 21, 2020

BUY
$98.24 - $119.7 $9,234 - $11,251
94 Added 1.13%
8,396 $935,000
Q3 2019

Oct 24, 2019

BUY
$94.06 - $105.06 $5,831 - $6,513
62 Added 0.75%
8,302 $850,000
Q2 2019

Jul 17, 2019

BUY
$80.8 - $98.61 $342,511 - $418,007
4,239 Added 105.95%
8,240 $771,000
Q1 2019

Apr 11, 2019

SELL
$86.9 - $98.89 $2,433 - $2,768
-28 Reduced 0.69%
4,001 $381,000
Q4 2018

Jan 17, 2019

SELL
$78.5 - $118.47 $157 - $236
-2 Reduced 0.05%
4,029 $347,000
Q3 2018

Oct 15, 2018

SELL
$109.36 - $123.34 $20,997 - $23,681
-192 Reduced 4.55%
4,031 $454,000
Q2 2018

Jul 10, 2018

BUY
$94.95 - $121.87 $42,252 - $54,232
445 Added 11.78%
4,223 $474,000
Q1 2018

Apr 16, 2018

BUY
$89.58 - $106.9 $6,360 - $7,589
71 Added 1.92%
3,778 $362,000
Q4 2017

Jan 17, 2018

SELL
$90.24 - $102.06 $2,165 - $2,449
-24 Reduced 0.64%
3,707 $375,000
Q3 2017

Oct 17, 2017

BUY
$80.89 - $91.8 $301,800 - $342,505
3,731
3,731 $342,000

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 $64.1B
  • 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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