A detailed history of Everhart Financial Group, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 3,512 shares of PSX stock, worth $391,868. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,512
Previous 3,184 10.3%
Holding current value
$391,868
Previous $449,000 2.67%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Nov 04, 2024

BUY
$125.0 - $147.17 $41,000 - $48,271
328 Added 10.3%
3,512 $461,000
Q2 2024

Jul 24, 2024

SELL
$135.85 - $172.71 $11,683 - $14,853
-86 Reduced 2.63%
3,184 $449,000
Q1 2024

May 13, 2024

BUY
$127.67 - $163.34 $21,831 - $27,931
171 Added 5.52%
3,270 $534,000
Q4 2023

Jan 12, 2024

BUY
$109.19 - $135.72 $33,521 - $41,666
307 Added 11.0%
3,099 $412,000
Q3 2023

Oct 25, 2023

BUY
$95.4 - $124.28 $22,323 - $29,081
234 Added 9.15%
2,792 $335,000
Q2 2023

Jul 13, 2023

BUY
$90.81 - $106.46 $14,711 - $17,246
162 Added 6.76%
2,558 $243,000
Q1 2023

Apr 25, 2023

BUY
$93.54 - $111.49 $40,970 - $48,832
438 Added 22.37%
2,396 $242,000
Q4 2022

Feb 09, 2023

BUY
$84.58 - $112.31 $165,607 - $219,902
1,958 New
1,958 $203,000
Q2 2022

Jul 12, 2022

BUY
$81.02 - $110.25 $216,809 - $295,029
2,676 New
2,676 $219,000

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 $53.7B
  • 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
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