A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Phillips 66 stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 1,277 shares of PSX stock, worth $170,185. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,277
Previous 593 115.35%
Holding current value
$170,185
Previous $83,000 101.2%
% of portfolio
0.1%
Previous 0.05%

Shares

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

Oct 21, 2024

BUY
$125.0 - $147.17 $85,500 - $100,664
684 Added 115.35%
1,277 $167,000
Q2 2024

Jul 22, 2024

BUY
$135.85 - $172.71 $679 - $863
5 Added 0.85%
593 $83,000
Q1 2024

May 07, 2024

BUY
$127.67 - $163.34 $510 - $653
4 Added 0.68%
588 $96,000
Q4 2023

Feb 08, 2024

BUY
$109.19 - $135.72 $545 - $678
5 Added 0.86%
584 $77,000
Q3 2023

Nov 09, 2023

SELL
$95.4 - $124.28 $43,502 - $56,671
-456 Reduced 44.06%
579 $69,000
Q2 2023

Aug 01, 2023

BUY
$90.81 - $106.46 $37,322 - $43,755
411 Added 65.87%
1,035 $98,000
Q1 2023

Apr 26, 2023

BUY
$93.54 - $111.49 $561 - $668
6 Added 0.97%
624 $63,000
Q4 2022

Feb 06, 2023

BUY
$84.58 - $112.31 $47,956 - $63,679
567 Added 1111.76%
618 $64,000
Q1 2022

May 05, 2022

BUY
$75.34 - $93.2 $75 - $93
1 Added 2.0%
51 $4,000
Q4 2021

Feb 10, 2022

BUY
$68.67 - $83.73 $3,433 - $4,186
50 New
50 $4,000

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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