A detailed history of Coastal Investment Advisors, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 4,010 shares of PSX stock, worth $458,784. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,010
Previous 3,079 30.24%
Holding current value
$458,784
Previous $434,000 21.43%
% of portfolio
0.25%
Previous 0.09%

Shares

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

Oct 29, 2024

BUY
$125.0 - $147.17 $116,375 - $137,015
931 Added 30.24%
4,010 $527,000
Q2 2024

Jul 15, 2024

SELL
$135.85 - $172.71 $83,140 - $105,698
-612 Reduced 16.58%
3,079 $434,000
Q1 2024

Apr 19, 2024

SELL
$127.67 - $163.34 $363,221 - $464,702
-2,845 Reduced 43.53%
3,691 $602,000
Q4 2023

Jan 19, 2024

BUY
$109.19 - $135.72 $276,796 - $344,050
2,535 Added 63.36%
6,536 $870,000
Q3 2023

Oct 20, 2023

SELL
$95.4 - $124.28 $27,189 - $35,419
-285 Reduced 6.65%
4,001 $480,000
Q2 2023

Aug 09, 2023

BUY
$90.81 - $106.46 $3,087 - $3,619
34 Added 0.8%
4,286 $408,000
Q1 2023

May 05, 2023

SELL
$93.54 - $111.49 $93,540 - $111,490
-1,000 Reduced 19.04%
4,252 $431,000
Q4 2022

Feb 10, 2023

BUY
$84.58 - $112.31 $444,214 - $589,852
5,252 New
5,252 $546,000
Q2 2022

Aug 09, 2022

SELL
$81.02 - $110.25 $194,285 - $264,379
-2,398 Closed
0 $0
Q1 2022

Apr 13, 2022

BUY
$75.34 - $93.2 $180,665 - $223,493
2,398 New
2,398 $207,000
Q3 2021

Oct 18, 2021

SELL
$64.27 - $87.9 $154,762 - $211,663
-2,408 Closed
0 $0
Q2 2021

Jul 15, 2021

BUY
$74.95 - $92.56 $180,479 - $222,884
2,408 New
2,408 $207,000
Q1 2020

Apr 23, 2020

SELL
$42.09 - $112.2 $94,239 - $251,215
-2,239 Closed
0 $0
Q4 2019

Feb 05, 2020

SELL
$98.24 - $119.7 $44,208 - $53,865
-450 Reduced 16.73%
2,239 $256,000
Q3 2019

Oct 18, 2019

SELL
$94.06 - $105.06 $23,985 - $26,790
-255 Reduced 8.66%
2,689 $276,000
Q2 2019

Aug 01, 2019

BUY
$80.8 - $98.61 $84,597 - $103,244
1,047 Added 55.19%
2,944 $276,000
Q1 2019

May 15, 2019

BUY
$86.9 - $98.89 $164,849 - $187,594
1,897 New
1,897 $181,000

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 $55B
  • 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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