A detailed history of Dynamic Advisor Solutions LLC transactions in Phillips 66 stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 12,435 shares of PSX stock, worth $1.63 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,435
Previous 12,644 1.65%
Holding current value
$1.63 Million
Previous $1.78 Million 8.41%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 07, 2024

SELL
$125.0 - $147.17 $26,125 - $30,758
-209 Reduced 1.65%
12,435 $1.63 Million
Q2 2024

Jul 15, 2024

SELL
$135.85 - $172.71 $50,400 - $64,075
-371 Reduced 2.85%
12,644 $1.78 Million
Q1 2024

Apr 12, 2024

SELL
$127.67 - $163.34 $48,131 - $61,579
-377 Reduced 2.82%
13,015 $2.13 Million
Q4 2023

Jan 10, 2024

BUY
$109.19 - $135.72 $43,785 - $54,423
401 Added 3.09%
13,392 $1.78 Million
Q3 2023

Oct 10, 2023

SELL
$95.4 - $124.28 $463,262 - $603,503
-4,856 Reduced 27.21%
12,991 $1.56 Million
Q2 2023

Aug 03, 2023

SELL
$90.81 - $106.46 $49,400 - $57,914
-544 Reduced 2.96%
17,847 $1.7 Million
Q1 2023

Apr 10, 2023

BUY
$93.54 - $111.49 $12,253 - $14,605
131 Added 0.72%
18,391 $1.86 Million
Q4 2022

Jan 12, 2023

BUY
$84.58 - $112.31 $54,638 - $72,552
646 Added 3.67%
18,260 $0
Q3 2022

Oct 20, 2022

BUY
$74.16 - $93.57 $59,550 - $75,136
803 Added 4.78%
17,614 $1.42 Million
Q2 2022

Jul 27, 2022

BUY
$81.02 - $110.25 $20,741 - $28,224
256 Added 1.55%
16,811 $1.38 Million
Q1 2022

Apr 11, 2022

SELL
$75.34 - $93.2 $20,191 - $24,977
-268 Reduced 1.59%
16,555 $1.43 Million
Q4 2021

Jan 26, 2022

SELL
$68.67 - $83.73 $14,008 - $17,080
-204 Reduced 1.2%
16,823 $1.22 Million
Q3 2021

Oct 28, 2021

BUY
$64.27 - $87.9 $473,991 - $648,262
7,375 Added 76.41%
17,027 $1.19 Million
Q2 2021

Aug 10, 2021

BUY
$74.95 - $92.56 $60,784 - $75,066
811 Added 9.17%
9,652 $828,000
Q1 2021

Apr 27, 2021

BUY
$67.38 - $88.66 $347,411 - $457,130
5,156 Added 139.92%
8,841 $721,000
Q4 2020

Feb 03, 2021

SELL
$44.22 - $70.86 $19,589 - $31,390
-443 Reduced 10.73%
3,685 $258,000
Q3 2020

Oct 27, 2020

SELL
$51.84 - $69.11 $239,552 - $319,357
-4,621 Reduced 52.82%
4,128 $214,000
Q2 2020

Aug 05, 2020

BUY
$49.51 - $89.73 $106,941 - $193,816
2,160 Added 32.78%
8,749 $629,000
Q1 2020

May 07, 2020

SELL
$42.09 - $112.2 $5,555 - $14,810
-132 Reduced 1.96%
6,589 $354,000
Q4 2019

Feb 04, 2020

BUY
$98.24 - $119.7 $98,436 - $119,939
1,002 Added 17.52%
6,721 $749,000
Q3 2019

Nov 13, 2019

BUY
$94.06 - $105.06 $188 - $210
2 Added 0.03%
5,719 $586,000
Q2 2019

Aug 13, 2019

BUY
$80.8 - $98.61 $83,224 - $101,568
1,030 Added 21.98%
5,717 $535,000
Q1 2019

Apr 10, 2019

BUY
$86.9 - $98.89 $86 - $98
1 Added 0.02%
4,687 $446,000
Q4 2018

Jan 29, 2019

BUY
$78.5 - $118.47 $137,532 - $207,559
1,752 Added 59.71%
4,686 $436,000
Q3 2018

Nov 14, 2018

SELL
$109.36 - $123.34 $115,484 - $130,247
-1,056 Reduced 26.47%
2,934 $331,000
Q2 2018

Aug 07, 2018

BUY
$94.95 - $121.87 $96,089 - $123,332
1,012 Added 33.98%
3,990 $448,000
Q1 2018

May 01, 2018

SELL
$89.58 - $106.9 $122,366 - $146,025
-1,366 Reduced 31.45%
2,978 $286,000
Q4 2017

Feb 09, 2018

BUY
$90.24 - $102.06 $90 - $102
1 Added 0.02%
4,344 $439,000
Q3 2017

Oct 16, 2017

BUY
$80.89 - $91.8 $351,305 - $398,687
4,343
4,343 $398,000

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 $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 ...
More about PSX
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.