Edmonds Duncan Registered Investment Advisors, LLC Phillips 66 Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

$410 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$127.67 - $163.34 $169,801 - $217,242	1,330 New	1,330 $217,000
Q4 2022 Jan 20, 2023	BUY	$84.58 - $112.31 $171,697 - $227,989	2,030 New	2,030 $0
Q1 2020 Apr 07, 2020	SELL	$42.09 - $112.2 $123,449 - $329,082	-2,933 Closed	0 $0
Q2 2017 Aug 10, 2017	BUY	N/A	2,933	2,933 $243,000

Others Institutions Holding PSX

# of Institutions

1,928

Shares Held

303M

Call Options Held

2.76M

Put Options Held

2.35M

Vanguard Group Inc Valley Forge, PA

41M
Shares

$5 Billion
0.11% of portfolio
Black Rock Inc. New York, NY

30.8M
Shares

$3.76 Billion
0.1% of portfolio
State Street Corp Boston, MA

28.7M
Shares

$3.5 Billion
0.18% of portfolio
Wells Fargo & Company San Francisco, CA

16.6M
Shares

$2.03 Billion
0.58% of portfolio
Wellington Management Group LLP Boston, MA

12.8M
Shares

$1.56 Billion
0.33% of portfolio

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $58.7B
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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