Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Phillips 66 Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Phillips 66 stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,101 shares of PSX stock, worth $526,404. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,101
Previous 4,051 1.23%
Holding current value
$526,404
Previous $500,000 2.2%
% of portfolio
0.01%
Previous 0.01%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$92.87 - $125.73 $4,643 - $6,286
50 Added 1.23%
4,101 $489,000
Q1 2025

May 08, 2025
BUY
$113.93 - $131.55 $43,976 - $50,778
386 Added 10.53%
4,051 $500,000
Q4 2024

Jan 21, 2025
BUY
$110.35 - $138.93 $52,195 - $65,713
473 Added 14.82%
3,665 $417,000
Q3 2024

Oct 31, 2024
SELL
$125.0 - $147.17 $19,125 - $22,517
-153 Reduced 4.57%
3,192 $419,000
Q2 2024

Aug 09, 2024
SELL
$135.85 - $172.71 $62,626 - $79,619
-461 Reduced 12.11%
3,345 $472,000
Q1 2024

May 06, 2024
BUY
$127.67 - $163.34 $101,369 - $129,691
794 Added 26.36%
3,806 $621,000
Q4 2023

Feb 06, 2024
SELL
$109.19 - $135.72 $45,423 - $56,459
-416 Reduced 12.14%
3,012 $401,000
Q3 2023

Nov 02, 2023
BUY
$95.4 - $124.28 $40,640 - $52,943
426 Added 14.19%
3,428 $411,000
Q2 2023

Aug 11, 2023
BUY
$90.81 - $106.46 $23,973 - $28,105
264 Added 9.64%
3,002 $286,000
Q1 2023

May 09, 2023
BUY
$93.54 - $111.49 $1,870 - $2,229
20 Added 0.74%
2,738 $277,000
Q4 2022

Feb 07, 2023
SELL
$84.58 - $112.31 $74,514 - $98,945
-881 Reduced 24.48%
2,718 $282,000
Q3 2022

Nov 02, 2022
SELL
$74.16 - $93.57 $19,800 - $24,983
-267 Reduced 6.91%
3,599 $291,000
Q2 2022

Aug 02, 2022
SELL
$81.02 - $110.25 $219,807 - $299,108
-2,713 Reduced 41.24%
3,866 $317,000
Q1 2022

May 13, 2022
BUY
$75.34 - $93.2 $61,703 - $76,330
819 Added 14.22%
6,579 $568,000
Q4 2021

Feb 14, 2022
SELL
$68.67 - $83.73 $34,335 - $41,865
-500 Reduced 7.99%
5,760 $417,000
Q3 2021

Nov 02, 2021
BUY
$64.27 - $87.9 $4,820 - $6,592
75 Added 1.21%
6,260 $438,000
Q2 2021

Aug 12, 2021
BUY
$74.95 - $92.56 $31,703 - $39,152
423 Added 7.34%
6,185 $531,000
Q1 2021

May 17, 2021
SELL
$67.38 - $88.66 $333,800 - $439,221
-4,954 Reduced 46.23%
5,762 $470,000
Q4 2020

Feb 12, 2021
BUY
$44.22 - $70.86 $39,798 - $63,774
900 Added 9.17%
10,716 $749,000
Q3 2020

Nov 12, 2020
SELL
$51.84 - $69.11 $60,082 - $80,098
-1,159 Reduced 10.56%
9,816 $509,000
Q2 2020

Aug 12, 2020
BUY
$49.51 - $89.73 $46,143 - $83,628
932 Added 9.28%
10,975 $789,000
Q1 2020

May 11, 2020
SELL
$42.09 - $112.2 $41,963 - $111,863
-997 Reduced 9.03%
10,043 $539,000
Q4 2019

Feb 13, 2020
BUY
$98.24 - $119.7 $13,851 - $16,877
141 Added 1.29%
11,040 $1.23 Million
Q3 2019

Nov 13, 2019
BUY
$94.06 - $105.06 $110,050 - $122,920
1,170 Added 12.03%
10,899 $1.12 Million
Q2 2019

Aug 12, 2019
BUY
$80.8 - $98.61 $124,593 - $152,056
1,542 Added 18.83%
9,729 $910,000
Q1 2019

May 13, 2019
BUY
$86.9 - $98.89 $10,775 - $12,262
124 Added 1.54%
8,187 $779,000
Q4 2018

Feb 13, 2019
BUY
$78.5 - $118.47 $6,437 - $9,714
82 Added 1.03%
8,063 $695,000
Q3 2018

Nov 13, 2018
BUY
$109.36 - $123.34 $17,825 - $20,104
163 Added 2.08%
7,981 $900,000
Q2 2018

Aug 13, 2018
BUY
$94.95 - $121.87 $486,333 - $624,218
5,122 Added 189.99%
7,818 $878,000
Q1 2018

May 14, 2018
SELL
$89.58 - $106.9 $16,751 - $19,990
-187 Reduced 6.49%
2,696 $259,000
Q1 2018

May 14, 2018
BUY
$89.58 - $106.9 $39,146 - $46,715
437 Added 17.87%
2,883 $259,000
Q4 2017

Feb 12, 2018
BUY
$90.24 - $102.06 $19,582 - $22,147
217 Added 9.74%
2,446 $247,000
Q3 2017

Nov 13, 2017
BUY
$80.89 - $91.8 $180,303 - $204,622
2,229
2,229 $204,000

Others Institutions Holding PSX

# of Institutions
2,056
Shares Held
306M
Call Options Held
3.55M
Put Options Held
3.38M
View Full List

About Phillips 66

PSX Quotes by TradingView
  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $61.7B
  • 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
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email