Financial Synergies Wealth Advisors, Inc. Phillips 66 Transaction History

Financial Synergies Wealth Advisors, Inc.

$805 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$127.67 - $163.34 $41,237 - $52,758	-323 Reduced 85.45%	55 $8.99 Million
Q4 2023 Apr 04, 2024	BUY	$109.19 - $135.72 $35,268 - $43,837	323 Added 587.27%	378 $39.3 Million
Q3 2023 Apr 04, 2024	BUY	$95.4 - $124.28 $2,575 - $3,355	27 Added 96.43%	55 $6.61 Million
Q2 2023 Apr 04, 2024	SELL	$90.81 - $106.46 $31,783 - $37,261	-350 Reduced 92.59%	28 $2.67 Million
Q3 2022 Apr 04, 2024	BUY	$74.16 - $93.57 $25,956 - $32,749	350 Added 1250.0%	378 $30.5 Million
Q2 2022 Apr 04, 2024	BUY	$81.02 - $110.25 $2,268 - $3,087	28 New	28 $2.3 Million
Q1 2022 Apr 05, 2024	BUY	$75.34 - $93.2 $26,670 - $32,992	354 Added 6.88%	5,503 $475 Million
Q4 2021 Apr 05, 2024	BUY	$68.67 - $83.73 $343 - $418	5 Added 0.1%	5,149 $373 Million
Q3 2021 Apr 05, 2024	BUY	$64.27 - $87.9 $321 - $439	5 Added 0.1%	5,144 $360 Million
Q2 2021 Apr 05, 2024	BUY	$74.95 - $92.56 $2,398 - $2,961	32 Added 0.63%	5,139 $441 Million
Q1 2021 Apr 05, 2024	BUY	$67.38 - $88.66 $336 - $443	5 Added 0.1%	5,107 $416 Million
Q4 2020 Apr 05, 2024	BUY	$44.22 - $70.86 $221 - $354	5 Added 0.1%	5,102 $357 Million
Q3 2020 Apr 05, 2024	BUY	$51.84 - $69.11 $19,906 - $26,538	384 Added 8.15%	5,097 $264 Million
Q2 2020 Apr 05, 2024	SELL	$49.51 - $89.73 $10,397 - $18,843	-210 Reduced 4.27%	4,713 $339 Million
Q1 2020 Apr 05, 2024	BUY	$42.09 - $112.2 $77,108 - $205,550	1,832 Added 59.27%	4,923 $264 Million
Q4 2019 Apr 05, 2024	BUY	$98.24 - $119.7 $2,357 - $2,872	24 Added 0.78%	3,091 $344 Million
Q3 2019 Apr 05, 2024	BUY	$94.06 - $105.06 $41,292 - $46,121	439 Added 16.7%	3,067 $314 Million
Q2 2019 Apr 05, 2024	BUY	$80.8 - $98.61 $15,675 - $19,130	194 Added 7.97%	2,628 $246 Million
Q1 2019 Apr 05, 2024	BUY	$86.9 - $98.89 $178,666 - $203,317	2,056 Added 543.92%	2,434 $232 Million

Others Institutions Holding PSX

# of Institutions

1,953

Shares Held

304M

Call Options Held

2.76M

Put Options Held

2.35M

Vanguard Group Inc Valley Forge, PA

41M
Shares

$5.68 Billion
0.11% of portfolio
Black Rock Inc. New York, NY

30.8M
Shares

$4.28 Billion
0.1% of portfolio
State Street Corp Boston, MA

28.7M
Shares

$3.98 Billion
0.18% of portfolio
Wells Fargo & Company San Francisco, CA

16.6M
Shares

$2.3 Billion
0.58% of portfolio
Wellington Management Group LLP Boston, MA

12.8M
Shares

$1.77 Billion
0.33% of portfolio

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $66.7B
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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