A detailed history of Ep Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,445 shares of PSX stock, worth $1.26 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,445
Previous 8,184 39.85%
Holding current value
$1.26 Million
Previous $1.16 Million 30.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$125.0 - $147.17 $407,625 - $479,921
3,261 Added 39.85%
11,445 $1.5 Million
Q2 2024

Aug 19, 2024

SELL
$135.85 - $172.71 $13,856 - $17,616
-102 Reduced 1.23%
8,184 $1.16 Million
Q1 2024

May 14, 2024

BUY
$127.67 - $163.34 $148,352 - $189,801
1,162 Added 16.31%
8,286 $1.35 Million
Q4 2023

Feb 28, 2024

SELL
$109.19 - $135.72 $35,705 - $44,380
-327 Reduced 4.39%
7,124 $948,000
Q3 2023

Nov 22, 2023

SELL
$95.4 - $124.28 $4.08 Million - $5.32 Million
-42,786 Reduced 85.17%
7,451 $895,000
Q2 2023

Aug 14, 2023

BUY
$90.81 - $106.46 $3.2 Million - $3.75 Million
35,237 Added 234.91%
50,237 $4.79 Million
Q1 2023

Jun 05, 2023

BUY
$93.54 - $111.49 $1.4 Million - $1.67 Million
15,000 New
15,000 $1.52 Million
Q4 2022

Jun 12, 2023

SELL
$84.58 - $112.31 $856,795 - $1.14 Million
-10,130 Reduced 67.53%
4,870 $506,000
Q2 2022

Aug 11, 2022

SELL
$81.02 - $110.25 $7,372 - $10,032
-91 Reduced 1.79%
4,986 $409,000
Q1 2022

May 20, 2022

SELL
$75.34 - $93.2 $70,970 - $87,794
-942 Reduced 15.65%
5,077 $439,000
Q4 2021

Feb 17, 2022

BUY
$68.67 - $83.73 $45,253 - $55,178
659 Added 12.29%
6,019 $436,000
Q3 2021

Nov 23, 2021

BUY
$64.27 - $87.9 $253,288 - $346,413
3,941 Added 277.73%
5,360 $375,000
Q3 2021

Nov 16, 2021

SELL
$64.27 - $87.9 $412,484 - $564,142
-6,418 Reduced 81.89%
1,419 $375,000
Q2 2021

Aug 24, 2021

BUY
$74.95 - $92.56 $131,012 - $161,794
1,748 Added 28.71%
7,837 $673,000
Q1 2021

May 17, 2021

BUY
$67.38 - $88.66 $130,784 - $172,089
1,941 Added 46.79%
6,089 $496,000
Q4 2020

Feb 18, 2021

SELL
$44.22 - $70.86 $14,371 - $23,029
-325 Reduced 7.27%
4,148 $290,000
Q3 2020

Nov 17, 2020

BUY
$51.84 - $69.11 $33,955 - $45,267
655 Added 17.16%
4,473 $232,000
Q2 2020

Aug 14, 2020

SELL
$49.51 - $89.73 $43,321 - $78,513
-875 Reduced 18.64%
3,818 $275,000
Q1 2020

May 18, 2020

SELL
$42.09 - $112.2 $250,225 - $667,029
-5,945 Reduced 55.88%
4,693 $252,000
Q4 2019

Feb 14, 2020

BUY
$98.24 - $119.7 $27,703 - $33,755
282 Added 2.72%
10,638 $1.19 Million
Q3 2019

Nov 18, 2019

BUY
$94.06 - $105.06 $70,733 - $79,005
752 Added 7.83%
10,356 $1.06 Million
Q2 2019

Aug 27, 2019

SELL
$80.8 - $98.61 $33,774 - $41,218
-418 Reduced 4.17%
9,604 $898,000
Q1 2019

May 20, 2019

BUY
$86.9 - $98.89 $43,797 - $49,840
504 Added 5.3%
10,022 $954,000
Q4 2018

Feb 19, 2019

BUY
$78.5 - $118.47 $99,067 - $149,509
1,262 Added 15.29%
9,518 $820,000
Q3 2018

Nov 15, 2018

BUY
$109.36 - $123.34 $503,602 - $567,980
4,605 Added 126.13%
8,256 $931,000
Q2 2018

Aug 14, 2018

BUY
$94.95 - $121.87 $18,990 - $24,374
200 Added 5.8%
3,651 $410,000
Q4 2017

Feb 15, 2018

SELL
$90.24 - $102.06 $15,792 - $17,860
-175 Reduced 4.83%
3,451 $349,000
Q3 2017

Nov 15, 2017

SELL
$80.89 - $91.8 $14,560 - $16,524
-180 Reduced 4.73%
3,626 $332,000
Q2 2017

Aug 17, 2017

BUY
N/A
3,806
3,806 $315,000

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 $53.1B
  • 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
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