A detailed history of Financial Advocates Investment Management transactions in Phillips 66 stock. As of the latest transaction made, Financial Advocates Investment Management holds 10,806 shares of PSX stock, worth $1.21 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,806
Previous 10,520 2.72%
Holding current value
$1.21 Million
Previous $1.49 Million 4.38%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 25, 2024

BUY
$125.0 - $147.17 $35,750 - $42,090
286 Added 2.72%
10,806 $1.42 Million
Q2 2024

Jul 26, 2024

SELL
$135.85 - $172.71 $129,057 - $164,074
-950 Reduced 8.28%
10,520 $1.49 Million
Q1 2024

May 01, 2024

BUY
$127.67 - $163.34 $52,472 - $67,132
411 Added 3.72%
11,470 $1.87 Million
Q4 2023

Feb 08, 2024

BUY
$109.19 - $135.72 $75,450 - $93,782
691 Added 6.66%
11,059 $1.47 Million
Q3 2023

Oct 27, 2023

BUY
$95.4 - $124.28 $5,056 - $6,586
53 Added 0.51%
10,368 $1.25 Million
Q2 2023

Aug 07, 2023

SELL
$90.81 - $106.46 $104,794 - $122,854
-1,154 Reduced 10.06%
10,315 $983,000
Q1 2023

May 11, 2023

BUY
$93.54 - $111.49 $135,726 - $161,771
1,451 Added 14.48%
11,469 $1.16 Million
Q4 2022

Feb 14, 2023

BUY
$84.58 - $112.31 $99,381 - $131,964
1,175 Added 13.29%
10,018 $1.04 Million
Q3 2022

Nov 14, 2022

BUY
$74.16 - $93.57 $75,346 - $95,067
1,016 Added 12.98%
8,843 $713,000
Q2 2022

Aug 12, 2022

BUY
$81.02 - $110.25 $324,323 - $441,330
4,003 Added 104.68%
7,827 $642,000
Q1 2022

May 11, 2022

BUY
$75.34 - $93.2 $76,394 - $94,504
1,014 Added 36.09%
3,824 $330,000
Q4 2021

Feb 14, 2022

BUY
$68.67 - $83.73 $192,962 - $235,281
2,810 New
2,810 $204,000
Q3 2021

Nov 04, 2021

SELL
$64.27 - $87.9 $185,097 - $253,152
-2,880 Closed
0 $0
Q2 2021

Aug 03, 2021

SELL
$74.95 - $92.56 $20,986 - $25,916
-280 Reduced 8.86%
2,880 $247,000
Q1 2021

May 10, 2021

SELL
$67.38 - $88.66 $84,359 - $111,002
-1,252 Reduced 28.38%
3,160 $258,000
Q4 2020

Feb 12, 2021

SELL
$44.22 - $70.86 $42,804 - $68,592
-968 Reduced 17.99%
4,412 $308,000
Q3 2020

Nov 04, 2020

SELL
$51.84 - $69.11 $61,585 - $82,102
-1,188 Reduced 18.09%
5,380 $279,000
Q2 2020

Aug 14, 2020

BUY
$49.51 - $89.73 $22,180 - $40,199
448 Added 7.32%
6,568 $472,000
Q1 2020

Apr 29, 2020

SELL
$42.09 - $112.2 $37,249 - $99,297
-885 Reduced 12.63%
6,120 $328,000
Q4 2019

Feb 13, 2020

BUY
$98.24 - $119.7 $982 - $1,197
10 Added 0.14%
7,005 $780,000
Q3 2019

Nov 13, 2019

BUY
$94.06 - $105.06 $15,519 - $17,334
165 Added 2.42%
6,995 $716,000
Q2 2019

Aug 08, 2019

SELL
$80.8 - $98.61 $5,575 - $6,804
-69 Reduced 1.0%
6,830 $639,000
Q1 2019

May 16, 2019

SELL
$86.9 - $98.89 $14,512 - $16,514
-167 Reduced 2.36%
6,899 $657,000
Q4 2018

May 09, 2019

SELL
$78.5 - $118.47 $223,175 - $336,810
-2,843 Reduced 28.69%
7,066 $609,000
Q4 2018

Mar 04, 2019

BUY
$78.5 - $118.47 $223,175 - $336,810
2,843 Added 40.23%
9,909 $761,000
Q4 2018

Feb 14, 2019

SELL
$78.5 - $118.47 $155,979 - $235,399
-1,987 Reduced 21.95%
7,066 $608,000
Q3 2018

Nov 14, 2018

BUY
$109.36 - $123.34 $20,669 - $23,311
189 Added 2.13%
9,053 $0
Q2 2018

Aug 09, 2018

SELL
$94.95 - $121.87 $103,780 - $133,203
-1,093 Reduced 10.98%
8,864 $980,000
Q1 2018

May 11, 2018

BUY
$89.58 - $106.9 $1,433 - $1,710
16 Added 0.16%
9,957 $955,000
Q4 2017

Feb 15, 2018

BUY
$90.24 - $102.06 $897,075 - $1.01 Million
9,941
9,941 $1.01 Million

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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