A detailed history of Cws Financial Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 1,583 shares of PSX stock, worth $174,715. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,583
Previous 1,583 -0.0%
Holding current value
$174,715
Previous $223,000 6.73%
% of portfolio
0.08%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$135.85 - $172.71 $215,050 - $273,399
1,583 New
1,583 $223,000
Q2 2023

Aug 14, 2023

BUY
$90.81 - $106.46 $4,540 - $5,323
50 Added 2.15%
2,372 $226,000
Q1 2023

May 09, 2023

SELL
$93.54 - $111.49 $22,823 - $27,203
-244 Reduced 9.51%
2,322 $235,000
Q4 2022

Feb 10, 2023

SELL
$84.58 - $112.31 $26,135 - $34,703
-309 Reduced 10.75%
2,566 $267,000
Q2 2022

Aug 08, 2022

BUY
$81.02 - $110.25 $8,264 - $11,245
102 Added 3.68%
2,875 $236,000
Q1 2022

May 03, 2022

BUY
$75.34 - $93.2 $208,917 - $258,443
2,773 New
2,773 $240,000
Q4 2021

Feb 15, 2022

SELL
$68.67 - $83.73 $176,207 - $214,851
-2,566 Closed
0 $0
Q1 2021

May 13, 2021

BUY
$67.38 - $88.66 $172,897 - $227,501
2,566 New
2,566 $209,000
Q2 2020

Aug 11, 2020

SELL
$49.51 - $89.73 $109,070 - $197,675
-2,203 Closed
0 $0
Q1 2020

Apr 02, 2020

SELL
$42.09 - $112.2 $7,449 - $19,859
-177 Reduced 7.44%
2,203 $245,000
Q4 2019

Feb 14, 2020

BUY
$98.24 - $119.7 $233,811 - $284,886
2,380 New
2,380 $265,000

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 $53.1B
  • 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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