Financial Advisory Service, Inc. Phillips 66 Transaction History

Financial Advisory Service, Inc.

$1.18 Billion
Q3 2024

A detailed history of Financial Advisory Service, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 4,946 shares of PSX stock, worth $597,575. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,946

Previous 4,969 0.46%

Holding current value

$597,575

Previous $701,000 7.28%

% of portfolio

0.06%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$125.0 - $147.17 $2,875 - $3,384	-23 Reduced 0.46%	4,946 $650,000
Q2 2024 Jul 29, 2024	BUY	$135.85 - $172.71 $3,396 - $4,317	25 Added 0.51%	4,969 $701,000
Q1 2024 Apr 29, 2024	SELL	$127.67 - $163.34 $6,894 - $8,820	-54 Reduced 1.08%	4,944 $807,000
Q4 2023 Jan 23, 2024	SELL	$109.19 - $135.72 $14,303 - $17,779	-131 Reduced 2.55%	4,998 $665,000
Q3 2023 Oct 23, 2023	BUY	$95.4 - $124.28 $32,149 - $41,882	337 Added 7.03%	5,129 $616,000
Q2 2023 Aug 08, 2023	BUY	$90.81 - $106.46 $21,521 - $25,231	237 Added 5.2%	4,792 $457,000
Q1 2023 May 11, 2023	BUY	$93.54 - $111.49 $93 - $111	1 Added 0.02%	4,555 $461,000
Q4 2022 Feb 01, 2023	SELL	$84.58 - $112.31 $2,537 - $3,369	-30 Reduced 0.65%	4,554 $473,000
Q3 2022 Oct 20, 2022	BUY	$74.16 - $93.57 $34,632 - $43,697	467 Added 11.34%	4,584 $370,000
Q2 2022 Aug 02, 2022	BUY	$81.02 - $110.25 $64,897 - $88,310	801 Added 24.16%	4,117 $338,000
Q1 2022 May 04, 2022	BUY	$75.34 - $93.2 $2,712 - $3,355	36 Added 1.1%	3,316 $286,000
Q4 2021 Feb 11, 2022	BUY	$68.67 - $83.73 $1,648 - $2,009	24 Added 0.74%	3,280 $238,000
Q3 2021 Nov 15, 2021	BUY	$64.27 - $87.9 $5,977 - $8,174	93 Added 2.94%	3,256 $228,000
Q2 2021 Jul 29, 2021	BUY	$74.95 - $92.56 $11,242 - $13,884	150 Added 4.98%	3,163 $271,000
Q4 2020 Feb 10, 2021	BUY	$44.22 - $70.86 $133,234 - $213,501	3,013 New	3,013 $211,000
Q3 2020 Nov 16, 2020	SELL	$51.84 - $69.11 $156,193 - $208,228	-3,013 Closed	0 $0
Q2 2020 Jul 21, 2020	BUY	$49.51 - $89.73 $149,173 - $270,356	3,013 New	3,013 $217,000
Q1 2020 May 14, 2020	SELL	$42.09 - $112.2 $127,995 - $341,200	-3,041 Closed	0 $0
Q1 2019 May 13, 2019	BUY	$86.9 - $98.89 $2,433 - $2,768	28 Added 0.93%	3,041 $289,000
Q3 2017 Oct 19, 2017	BUY	$80.89 - $91.8 $243,721 - $276,593	3,013	3,013 $276,000

Others Institutions Holding PSX

# of Institutions

1,938

Shares Held

282M

Call Options Held

2.55M

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 $58.1B
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 ...

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Financial Advisory Service, Inc. Phillips 66 Transaction History