Everett Harris & CO Phillips 66 Transaction History

Everett Harris & CO

$7.74 Billion
Q1 2025

A detailed history of Everett Harris & CO transactions in Phillips 66 stock. As of the latest transaction made, Everett Harris & CO holds 14,592 shares of PSX stock, worth $1.65 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,592

Previous 16,642 12.32%

Holding current value

$1.65 Million

Previous $1.9 Million 5.01%

% of portfolio

0.02%

Previous 0.02%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$113.93 - $131.55 $233,556 - $269,677	-2,050 Reduced 12.32%	14,592 $1.8 Million
Q4 2024 Jan 23, 2025	BUY	$110.35 - $138.93 $51,202 - $64,463	464 Added 2.87%	16,642 $1.9 Million
Q3 2024 Oct 18, 2024	SELL	$125.0 - $147.17 $59,375 - $69,905	-475 Reduced 2.85%	16,178 $2.13 Million
Q2 2024 Aug 01, 2024	BUY	$135.85 - $172.71 $23,773 - $30,224	175 Added 1.06%	16,653 $2.35 Million
Q1 2024 Apr 19, 2024	BUY	$127.67 - $163.34 $9,958 - $12,740	78 Added 0.48%	16,478 $2.69 Million
Q4 2023 Jan 18, 2024	BUY	$109.19 - $135.72 $197,087 - $244,974	1,805 Added 12.37%	16,400 $2.18 Million
Q3 2023 Oct 23, 2023	SELL	$95.4 - $124.28 $35,870 - $46,729	-376 Reduced 2.51%	14,595 $1.75 Million
Q2 2023 Jul 26, 2023	SELL	$90.81 - $106.46 $13,621 - $15,968	-150 Reduced 0.99%	14,971 $1.43 Million
Q1 2023 Apr 24, 2023	SELL	$93.54 - $111.49 $6,547 - $7,804	-70 Reduced 0.46%	15,121 $1.53 Million
Q4 2022 Jan 20, 2023	SELL	$84.58 - $112.31 $2,537 - $3,369	-30 Reduced 0.2%	15,191 $0
Q3 2022 Oct 21, 2022	SELL	$74.16 - $93.57 $2,966 - $3,742	-40 Reduced 0.26%	15,221 $1.23 Million
Q2 2022 Jul 22, 2022	SELL	$81.02 - $110.25 $88,068 - $119,841	-1,087 Reduced 6.65%	15,261 $1.25 Million
Q1 2022 Apr 22, 2022	BUY	$75.34 - $93.2 $6,780 - $8,388	90 Added 0.55%	16,348 $1.41 Million
Q4 2021 Feb 02, 2022	SELL	$68.67 - $83.73 $5,768 - $7,033	-84 Reduced 0.51%	16,258 $1.18 Million
Q3 2021 Nov 03, 2021	SELL	$64.27 - $87.9 $16,067 - $21,975	-250 Reduced 1.51%	16,342 $1.14 Million
Q2 2021 Jul 29, 2021	SELL	$74.95 - $92.56 $50,816 - $62,755	-678 Reduced 3.93%	16,592 $1.42 Million
Q1 2021 May 13, 2021	SELL	$67.38 - $88.66 $56,868 - $74,829	-844 Reduced 4.66%	17,270 $1.41 Million
Q4 2020 Feb 04, 2021	SELL	$44.22 - $70.86 $103,076 - $165,174	-2,331 Reduced 11.4%	18,114 $1.27 Million
Q3 2020 Nov 03, 2020	SELL	$51.84 - $69.11 $85,950 - $114,584	-1,658 Reduced 7.5%	20,445 $1.06 Million
Q2 2020 Jul 29, 2020	SELL	$49.51 - $89.73 $54,213 - $98,254	-1,095 Reduced 4.72%	22,103 $1.59 Million
Q1 2020 Apr 29, 2020	SELL	$42.09 - $112.2 $80,013 - $213,292	-1,901 Reduced 7.57%	23,198 $1.25 Million
Q4 2019 Jan 27, 2020	SELL	$98.24 - $119.7 $66,803 - $81,396	-680 Reduced 2.64%	25,099 $2.8 Million
Q3 2019 Nov 06, 2019	SELL	$94.06 - $105.06 $22,292 - $24,899	-237 Reduced 0.91%	25,779 $2.64 Million
Q2 2019 Aug 13, 2019	SELL	$80.8 - $98.61 $23,674 - $28,892	-293 Reduced 1.11%	26,016 $2.43 Million
Q1 2019 May 13, 2019	BUY	$86.9 - $98.89 $41,103 - $46,774	473 Added 1.83%	26,309 $2.5 Million
Q4 2018 Feb 13, 2019	SELL	$78.5 - $118.47 $50,161 - $75,702	-639 Reduced 2.41%	25,836 $2.23 Million
Q3 2018 Nov 14, 2018	SELL	$109.36 - $123.34 $10,936 - $12,334	-100 Reduced 0.38%	26,475 $2.98 Million
Q2 2018 Jul 27, 2018	SELL	$94.95 - $121.87 $10,729 - $13,771	-113 Reduced 0.42%	26,575 $2.99 Million
Q1 2018 Apr 20, 2018	SELL	$89.58 - $106.9 $6,449 - $7,696	-72 Reduced 0.27%	26,688 $2.56 Million
Q4 2017 Feb 01, 2018	SELL	$90.24 - $102.06 $6,316 - $7,144	-70 Reduced 0.26%	26,760 $2.71 Million
Q3 2017 Oct 11, 2017	BUY	$80.89 - $91.8 $2.17 Million - $2.46 Million	26,830	26,830 $2.46 Million

Others Institutions Holding PSX

# of Institutions

2,026

Shares Held

299M

Call Options Held

3.07M

Put Options Held

2.35M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $54.2B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Everett Harris & CO , based on Form 13F filings with the SEC.

News

Stay updated on Everett Harris & CO with notifications on news.

Account

Everett Harris & CO Phillips 66 Transaction History