A detailed history of Cerity Partners LLC transactions in Phillips 66 stock. As of the latest transaction made, Cerity Partners LLC holds 65,830 shares of PSX stock, worth $7.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
65,830
Previous 60,575 8.68%
Holding current value
$7.37 Million
Previous $8.55 Million 1.18%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$125.0 - $147.17 $656,875 - $773,378
5,255 Added 8.68%
65,830 $8.65 Million
Q2 2024

Aug 13, 2024

SELL
$135.85 - $172.71 $1.73 Million - $2.2 Million
-12,720 Reduced 17.35%
60,575 $8.55 Million
Q1 2024

May 14, 2024

BUY
$127.67 - $163.34 $3.37 Million - $4.32 Million
26,432 Added 56.4%
73,295 $12 Million
Q4 2023

Jan 26, 2024

BUY
$109.19 - $135.72 $1.15 Million - $1.43 Million
10,550 Added 29.05%
46,863 $6.24 Million
Q3 2023

Nov 13, 2023

SELL
$95.4 - $124.28 $333,232 - $434,110
-3,493 Reduced 8.78%
36,313 $4.36 Million
Q2 2023

Aug 14, 2023

BUY
$90.81 - $106.46 $25,608 - $30,021
282 Added 0.71%
39,806 $3.8 Million
Q1 2023

May 11, 2023

SELL
$93.54 - $111.49 $1.51 Million - $1.8 Million
-16,115 Reduced 28.96%
39,524 $4.01 Million
Q4 2022

Feb 15, 2023

BUY
$84.58 - $112.31 $195,295 - $259,323
2,309 Added 4.33%
55,639 $5.79 Million
Q3 2022

Nov 10, 2022

BUY
$74.16 - $93.57 $85,951 - $108,447
1,159 Added 2.22%
53,330 $4.31 Million
Q2 2022

Aug 10, 2022

BUY
$81.02 - $110.25 $1.5 Million - $2.04 Million
18,512 Added 55.0%
52,171 $4.26 Million
Q1 2022

Apr 25, 2022

BUY
$75.34 - $93.2 $101,784 - $125,913
1,351 Added 4.18%
33,659 $2.91 Million
Q4 2021

Feb 14, 2022

BUY
$68.67 - $83.73 $40,789 - $49,735
594 Added 1.87%
32,308 $2.34 Million
Q3 2021

Oct 25, 2021

BUY
$64.27 - $87.9 $115,750 - $158,307
1,801 Added 6.02%
31,714 $2.22 Million
Q2 2021

Aug 11, 2021

SELL
$74.95 - $92.56 $511,308 - $631,444
-6,822 Reduced 18.57%
29,913 $2.57 Million
Q1 2021

Aug 11, 2021

SELL
$67.38 - $88.66 $16,777 - $22,076
-249 Reduced 0.67%
36,735 $3 Million
Q1 2021

May 12, 2021

BUY
$67.38 - $88.66 $716,384 - $942,633
10,632 Added 40.35%
36,984 $3.02 Million
Q4 2020

Feb 11, 2021

SELL
$44.22 - $70.86 $368,308 - $590,192
-8,329 Reduced 24.02%
26,352 $1.84 Million
Q3 2020

Nov 12, 2020

BUY
$51.84 - $69.11 $789,160 - $1.05 Million
15,223 Added 78.24%
34,681 $1.8 Million
Q2 2020

Aug 14, 2020

BUY
$49.51 - $89.73 $491,287 - $890,390
9,923 Added 104.07%
19,458 $1.4 Million
Q1 2020

May 14, 2020

BUY
$42.09 - $112.2 $245,132 - $653,452
5,824 Added 156.94%
9,535 $512,000
Q4 2019

Feb 14, 2020

SELL
$98.24 - $119.7 $30,356 - $36,987
-309 Reduced 7.69%
3,711 $414,000
Q3 2019

Oct 30, 2019

BUY
$94.06 - $105.06 $128,391 - $143,406
1,365 Added 51.41%
4,020 $411,000
Q2 2019

Aug 14, 2019

SELL
$80.8 - $98.61 $1.61 Million - $1.97 Million
-19,931 Reduced 88.24%
2,655 $248,000
Q1 2019

May 14, 2019

BUY
$86.9 - $98.89 $379,666 - $432,050
4,369 Added 23.98%
22,586 $2.15 Million
Q4 2018

Feb 06, 2019

BUY
$78.5 - $118.47 $398,544 - $601,472
5,077 Added 38.64%
18,217 $1.57 Million
Q3 2018

Nov 15, 2018

BUY
$109.36 - $123.34 $189,083 - $213,254
1,729 Added 15.15%
13,140 $1.48 Million
Q2 2018

Aug 15, 2018

BUY
$94.95 - $121.87 $100,552 - $129,060
1,059 Added 10.23%
11,411 $1.28 Million
Q1 2018

May 15, 2018

BUY
$89.58 - $106.9 $48,821 - $58,260
545 Added 5.56%
10,352 $993,000
Q4 2017

Feb 14, 2018

SELL
$90.24 - $102.06 $1,895 - $2,143
-21 Reduced 0.21%
9,807 $992,000
Q3 2017

Nov 13, 2017

BUY
$80.89 - $91.8 $794,986 - $902,210
9,828
9,828 $900,000

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 $53.9B
  • 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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