A detailed history of Delta Financial Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Delta Financial Advisors LLC holds 9,222 shares of PSX stock, worth $1.02 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
9,222
Previous 9,396 1.85%
Holding current value
$1.02 Million
Previous $1.33 Million 8.6%
% of portfolio
0.44%
Previous 0.51%

Shares

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

Nov 04, 2024

SELL
$125.0 - $147.17 $21,750 - $25,607
-174 Reduced 1.85%
9,222 $1.21 Million
Q2 2024

Aug 06, 2024

BUY
$135.85 - $172.71 $135 - $172
1 Added 0.01%
9,396 $1.33 Million
Q1 2024

May 07, 2024

BUY
$127.67 - $163.34 $39,705 - $50,798
311 Added 3.42%
9,395 $1.53 Million
Q4 2023

Jan 31, 2024

BUY
$109.19 - $135.72 $109 - $135
1 Added 0.01%
9,084 $1.21 Million
Q3 2023

Nov 03, 2023

BUY
$95.4 - $124.28 $190 - $248
2 Added 0.02%
9,083 $1.09 Million
Q2 2023

Aug 03, 2023

SELL
$90.81 - $106.46 $11,714 - $13,733
-129 Reduced 1.4%
9,081 $866,000
Q1 2023

May 04, 2023

BUY
$93.54 - $111.49 $187 - $222
2 Added 0.02%
9,210 $933,000
Q4 2022

Feb 01, 2023

BUY
$84.58 - $112.31 $84 - $112
1 Added 0.01%
9,208 $958,000
Q3 2022

Oct 27, 2022

BUY
$74.16 - $93.57 $74 - $93
1 Added 0.01%
9,207 $743,000
Q2 2022

Aug 01, 2022

BUY
$81.02 - $110.25 $162 - $220
2 Added 0.02%
9,206 $755,000
Q1 2022

May 06, 2022

BUY
$75.34 - $93.2 $75 - $93
1 Added 0.01%
9,204 $795,000
Q4 2021

Feb 04, 2022

BUY
$68.67 - $83.73 $137 - $167
2 Added 0.02%
9,203 $667,000
Q3 2021

Oct 26, 2021

BUY
$64.27 - $87.9 $128 - $175
2 Added 0.02%
9,201 $644,000
Q2 2021

Aug 04, 2021

BUY
$74.95 - $92.56 $74 - $92
1 Added 0.01%
9,199 $789,000
Q1 2021

Apr 29, 2021

SELL
$67.38 - $88.66 $24,189 - $31,828
-359 Reduced 3.76%
9,198 $750,000
Q4 2020

Jan 28, 2021

SELL
$44.22 - $70.86 $6,633 - $10,629
-150 Reduced 1.55%
9,557 $668,000
Q3 2020

Oct 20, 2020

BUY
$51.84 - $69.11 $120,372 - $160,473
2,322 Added 31.44%
9,707 $503,000
Q2 2020

Aug 04, 2020

BUY
$49.51 - $89.73 $365,631 - $662,656
7,385 New
7,385 $531,000
Q1 2020

Apr 27, 2020

SELL
$42.09 - $112.2 $82,075 - $218,790
-1,950 Closed
0 $0
Q4 2019

Feb 06, 2020

BUY
$98.24 - $119.7 $191,568 - $233,415
1,950 New
1,950 $217,000

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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