A detailed history of Concord Wealth Partners transactions in Phillips 66 stock. As of the latest transaction made, Concord Wealth Partners holds 536 shares of PSX stock, worth $61,323. This represents 0.01% of its overall portfolio holdings.

Number of Shares
536
Previous 548 2.19%
Holding current value
$61,323
Previous $77,000 9.09%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024

SELL
$125.0 - $147.17 $1,500 - $1,766
-12 Reduced 2.19%
536 $70,000
Q2 2024

Jul 31, 2024

BUY
$135.85 - $172.71 $1,766 - $2,245
13 Added 2.43%
548 $77,000
Q1 2024

Apr 30, 2024

SELL
$127.67 - $163.34 $19,661 - $25,154
-154 Reduced 22.35%
535 $87,000
Q4 2023

Apr 30, 2024

SELL
$109.19 - $135.72 $3,712 - $4,614
-34 Reduced 4.7%
689 $91,000
Q4 2023

Feb 05, 2024

SELL
$109.19 - $135.72 $3,712 - $4,614
-34 Reduced 4.7%
689 $91,000
Q3 2023

Apr 30, 2024

BUY
$95.4 - $124.28 $3,243 - $4,225
34 Added 4.93%
723 $86,000
Q3 2023

Oct 25, 2023

SELL
$95.4 - $124.28 $600,543 - $782,342
-6,295 Reduced 89.7%
723 $86,000
Q2 2023

Aug 07, 2023

BUY
$90.81 - $106.46 $287,322 - $336,839
3,164 Added 82.1%
7,018 $669,000
Q1 2023

Apr 26, 2023

BUY
$93.54 - $111.49 $290,067 - $345,730
3,101 Added 411.82%
3,854 $390,000
Q4 2022

Jan 27, 2023

BUY
$84.58 - $112.31 $63,688 - $84,569
753 New
753 $78,000
Q2 2022

Aug 04, 2022

BUY
$81.02 - $110.25 $2,997 - $4,079
37 Added 4.22%
913 $75,000
Q1 2022

Apr 20, 2022

SELL
$75.34 - $93.2 $1,958 - $2,423
-26 Reduced 2.88%
876 $76,000
Q4 2021

Jan 21, 2022

BUY
$68.67 - $83.73 $23,416 - $28,551
341 Added 60.78%
902 $65,000
Q3 2021

Nov 09, 2021

SELL
$64.27 - $87.9 $22,430 - $30,677
-349 Reduced 38.35%
561 $39,000
Q2 2021

Jul 29, 2021

BUY
$74.95 - $92.56 $24,433 - $30,174
326 Added 55.82%
910 $78,000
Q1 2021

May 13, 2021

BUY
$67.38 - $88.66 $3,638 - $4,787
54 Added 10.19%
584 $48,000
Q4 2020

Feb 16, 2021

BUY
$44.22 - $70.86 $23,436 - $37,555
530 New
530 $37,000

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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