A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 69,167 shares of PSX stock, worth $7.74 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
69,167
Previous 73,716 6.17%
Holding current value
$7.74 Million
Previous $10.4 Million 12.64%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 31, 2024

SELL
$125.0 - $147.17 $568,625 - $669,476
-4,549 Reduced 6.17%
69,167 $9.09 Million
Q2 2024

Jul 16, 2024

SELL
$135.85 - $172.71 $1.01 Million - $1.28 Million
-7,422 Reduced 9.15%
73,716 $10.4 Million
Q1 2024

May 06, 2024

SELL
$127.67 - $163.34 $153,204 - $196,008
-1,200 Reduced 1.46%
81,138 $13.3 Million
Q4 2023

Feb 07, 2024

BUY
$109.19 - $135.72 $326,696 - $406,074
2,992 Added 3.77%
82,338 $11 Million
Q3 2023

Nov 13, 2023

BUY
$95.4 - $124.28 $7.57 Million - $9.86 Million
79,346 New
79,346 $9.53 Million

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 $53.8B
  • 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 Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.