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 3,806 shares of PSX stock, worth $526,750. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,806
Previous 3,012 26.36%
Holding current value
$526,750
Previous $401,000 54.86%
% of portfolio
0.02%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $66.6B
  • 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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