A detailed history of Edge Capital Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Edge Capital Group, LLC holds 7,548 shares of PSX stock, worth $1.01 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,548
Previous 7,605 0.75%
Holding current value
$1.01 Million
Previous $1.07 Million 7.55%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 12, 2024

SELL
$125.0 - $147.17 $7,125 - $8,388
-57 Reduced 0.75%
7,548 $992,000
Q4 2023

Feb 13, 2024

BUY
$109.19 - $135.72 $18,234 - $22,665
167 Added 2.25%
7,605 $1.01 Million
Q2 2023

Aug 08, 2023

SELL
$90.81 - $106.46 $182,074 - $213,452
-2,005 Reduced 21.23%
7,438 $709,000
Q1 2023

May 04, 2023

BUY
$93.54 - $111.49 $7,670 - $9,142
82 Added 0.88%
9,443 $957,000
Q4 2022

Feb 07, 2023

BUY
$84.58 - $112.31 $77,559 - $102,988
917 Added 10.86%
9,361 $974,000
Q3 2022

Nov 09, 2022

BUY
$74.16 - $93.57 $3,263 - $4,117
44 Added 0.52%
8,444 $682,000
Q2 2022

Aug 08, 2022

SELL
$81.02 - $110.25 $972 - $1,323
-12 Reduced 0.14%
8,400 $689,000
Q1 2022

May 03, 2022

BUY
$75.34 - $93.2 $904 - $1,118
12 Added 0.14%
8,412 $727,000
Q2 2021

Aug 09, 2021

SELL
$74.95 - $92.56 $39,348 - $48,594
-525 Reduced 5.88%
8,400 $721,000
Q1 2021

May 13, 2021

SELL
$67.38 - $88.66 $3,369 - $4,433
-50 Reduced 0.56%
8,925 $728,000
Q4 2020

Feb 16, 2021

SELL
$44.22 - $70.86 $3,051 - $4,889
-69 Reduced 0.76%
8,975 $628,000
Q3 2020

Nov 09, 2020

BUY
$51.84 - $69.11 $20,165 - $26,883
389 Added 4.49%
9,044 $469,000
Q2 2020

Aug 11, 2020

BUY
$49.51 - $89.73 $6,436 - $11,664
130 Added 1.52%
8,655 $622,000
Q1 2020

May 08, 2020

SELL
$42.09 - $112.2 $14,184 - $37,811
-337 Reduced 3.8%
8,525 $457,000
Q4 2019

Feb 11, 2020

BUY
$98.24 - $119.7 $30,945 - $37,705
315 Added 3.69%
8,862 $987,000
Q3 2019

Nov 12, 2019

SELL
$94.06 - $105.06 $70,827 - $79,110
-753 Reduced 8.1%
8,547 $875,000
Q2 2019

Jul 25, 2019

BUY
$80.8 - $98.61 $10,746 - $13,115
133 Added 1.45%
9,300 $870,000
Q1 2019

May 14, 2019

BUY
$86.9 - $98.89 $29,980 - $34,117
345 Added 3.91%
9,167 $872,000
Q4 2018

Feb 14, 2019

BUY
$78.5 - $118.47 $692,527 - $1.05 Million
8,822 New
8,822 $760,000

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 $64.1B
  • 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
Track This Portfolio

Track Edge Capital Group, LLC Portfolio

Follow Edge Capital Group, 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 Edge Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Capital Group, LLC with notifications on news.