Crewe Advisors LLC Phillips 66 Transaction History

Crewe Advisors LLC

$859 Million
Q3 2024

A detailed history of Crewe Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Crewe Advisors LLC holds 57 shares of PSX stock, worth $7,490. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 53 7.55%

Holding current value

$7,490

Previous $7,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$125.0 - $147.17 $500 - $588	4 Added 7.55%	57 $7,000
Q2 2024 Jul 29, 2024	SELL	$135.85 - $172.71 $13,449 - $17,098	-99 Reduced 65.13%	53 $7,000
Q1 2024 May 13, 2024	BUY	$127.67 - $163.34 $19,405 - $24,827	152 New	152 $24,000
Q2 2023 Jul 28, 2023	BUY	$90.81 - $106.46 $181 - $212	2 Added 2.0%	102 $9,000
Q1 2023 May 12, 2023	SELL	$93.54 - $111.49 $1,870 - $2,229	-20 Reduced 16.67%	100 $10,000
Q4 2022 Feb 07, 2023	BUY	$84.58 - $112.31 $3,975 - $5,278	47 Added 64.38%	120 $12,000
Q3 2022 Nov 14, 2022	BUY	$74.16 - $93.57 $964 - $1,216	13 Added 21.67%	73 $6,000
Q2 2022 Aug 02, 2022	BUY	$81.02 - $110.25 $4,861 - $6,615	60 New	60 $5,000
Q4 2020 Jan 27, 2021	SELL	$44.22 - $70.86 $9,153 - $14,668	-207 Closed	0 $0
Q3 2020 Oct 13, 2020	SELL	$51.84 - $69.11 $10,212 - $13,614	-197 Reduced 48.76%	207 $11,000
Q2 2020 Jul 24, 2020	SELL	$49.51 - $89.73 $4,257 - $7,716	-86 Reduced 17.55%	404 $29,000
Q1 2020 May 07, 2020	SELL	$42.09 - $112.2 $84 - $224	-2 Reduced 0.41%	490 $26,000
Q4 2019 Feb 05, 2020	SELL	$98.24 - $119.7 $82,521 - $100,548	-840 Reduced 63.06%	492 $55,000
Q3 2019 Nov 06, 2019	SELL	$94.06 - $105.06 $212,857 - $237,750	-2,263 Reduced 62.95%	1,332 $136,000
Q2 2019 Aug 09, 2019	BUY	$80.8 - $98.61 $189,233 - $230,944	2,342 Added 186.91%	3,595 $336,000
Q1 2019 May 10, 2019	BUY	$86.9 - $98.89 $66,130 - $75,255	761 Added 154.67%	1,253 $119,000
Q3 2018 Nov 13, 2018	SELL	$109.36 - $123.34 $12,576 - $14,184	-115 Reduced 18.95%	492 $55,000
Q2 2018 Aug 07, 2018	BUY	$94.95 - $121.87 $21,553 - $27,664	227 Added 59.74%	607 $68,000
Q4 2017 Feb 09, 2018	BUY	$90.24 - $102.06 $34,291 - $38,782	380	380 $38,000

Others Institutions Holding PSX

# of Institutions

1,956

Shares Held

282M

Call Options Held

2.55M

Put Options Held

2.36M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $63.2B
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 ...

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Crewe Advisors LLC Phillips 66 Transaction History