Evoke Wealth, LLC Phillips 66 Transaction History

Evoke Wealth, LLC

$4.37 Trillion
Q2 2025

A detailed history of Evoke Wealth, LLC transactions in Phillips 66 stock. As of the latest transaction made, Evoke Wealth, LLC holds 3,659 shares of PSX stock, worth $474,901. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,659

Previous 1,855 97.25%

Holding current value

$474,901

Previous $229 Million 90.57%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$92.87 - $125.73 $167,537 - $226,816	1,804 Added 97.25%	3,659 $437 Million
Q1 2025 May 13, 2025	BUY	$113.93 - $131.55 $4,329 - $4,998	38 Added 2.09%	1,855 $229 Million
Q4 2024 Feb 10, 2025	BUY	$110.35 - $138.93 $23,394 - $29,453	212 Added 13.21%	1,817 $207 Million
Q3 2024 Nov 13, 2024	BUY	$125.0 - $147.17 $200,625 - $236,207	1,605 New	1,605 $211 Million
Q1 2024 May 15, 2024	SELL	$127.67 - $163.34 $12,000 - $15,353	-94 Reduced 5.38%	1,653 $270,000
Q4 2023 Feb 12, 2024	SELL	$109.19 - $135.72 $54,049 - $67,181	-495 Reduced 22.08%	1,747 $232,000
Q3 2023 Nov 13, 2023	BUY	$95.4 - $124.28 $4,579 - $5,965	48 Added 2.19%	2,242 $269,000
Q2 2023 Aug 09, 2023	BUY	$90.81 - $106.46 $199,237 - $233,573	2,194 New	2,194 $209,000
Q4 2022 Feb 10, 2023	BUY	$84.58 - $112.31 $2,199 - $2,920	26 Added 1.03%	2,542 $264,000
Q3 2022 Nov 07, 2022	BUY	$74.16 - $93.57 $67,188 - $84,774	906 Added 56.27%	2,516 $203,000
Q2 2022 Aug 04, 2022	BUY	$81.02 - $110.25 $57,767 - $78,608	713 Added 79.49%	1,610 $132,000
Q1 2022 May 10, 2022	BUY	$75.34 - $93.2 $14,163 - $17,521	188 Added 26.52%	897 $77,000
Q4 2021 Feb 09, 2022	BUY	$68.67 - $83.73 $68 - $83	1 Added 0.14%	709 $51,000
Q3 2021 Nov 12, 2021	SELL	$64.27 - $87.9 $64 - $87	-1 Reduced 0.14%	708 $49,000
Q2 2021 Aug 05, 2021	SELL	$74.95 - $92.56 $2,923 - $3,609	-39 Reduced 5.21%	709 $61,000
Q1 2021 May 13, 2021	BUY	$67.38 - $88.66 $2,695 - $3,546	40 Added 5.65%	748 $61,000
Q3 2020 Nov 13, 2020	BUY	$51.84 - $69.11 $2,954 - $3,939	57 Added 8.76%	708 $37,000
Q2 2020 Aug 10, 2020	SELL	$49.51 - $89.73 $10,446 - $18,933	-211 Reduced 24.48%	651 $47,000
Q1 2020 May 07, 2020	SELL	$42.09 - $112.2 $13,763 - $36,689	-327 Reduced 27.5%	862 $46.2 Million
Q4 2019 Feb 07, 2020	BUY	$98.24 - $119.7 $28,784 - $35,072	293 Added 32.7%	1,189 $133 Million
Q3 2019 Nov 12, 2019	BUY	$94.06 - $105.06 $84,277 - $94,133	896 New	896 $91.8 Million

Others Institutions Holding PSX

# of Institutions

2,047

Shares Held

309M

Call Options Held

3.58M

Put Options Held

3.44M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $62.4B
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 ...

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