A detailed history of First National Advisers, LLC transactions in Phillips 66 stock. As of the latest transaction made, First National Advisers, LLC holds 11,780 shares of PSX stock, worth $1.36 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
11,780
Previous 17,065 30.97%
Holding current value
$1.36 Million
Previous $2.41 Million 35.74%
% of portfolio
0.25%
Previous 0.44%

Shares

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

Oct 15, 2024

SELL
$125.0 - $147.17 $660,625 - $777,793
-5,285 Reduced 30.97%
11,780 $1.55 Million
Q2 2024

Aug 13, 2024

SELL
$135.85 - $172.71 $271 - $345
-2 Reduced 0.01%
17,065 $2.41 Million
Q1 2024

May 15, 2024

SELL
$127.67 - $163.34 $4,596 - $5,880
-36 Reduced 0.21%
17,067 $2.79 Million
Q4 2023

Feb 08, 2024

BUY
$109.19 - $135.72 $505,768 - $628,655
4,632 Added 37.14%
17,103 $2.28 Million
Q3 2023

Nov 09, 2023

BUY
$95.4 - $124.28 $484,059 - $630,596
5,074 Added 68.6%
12,471 $1.5 Million
Q2 2023

Aug 11, 2023

BUY
$90.81 - $106.46 $10,715 - $12,562
118 Added 1.62%
7,397 $705,000
Q1 2023

May 10, 2023

BUY
$93.54 - $111.49 $181,186 - $215,956
1,937 Added 36.26%
7,279 $737,000
Q4 2022

Feb 09, 2023

BUY
$84.58 - $112.31 $45,165 - $59,973
534 Added 11.11%
5,342 $555,000
Q3 2022

Nov 04, 2022

BUY
$74.16 - $93.57 $104,194 - $131,465
1,405 Added 41.29%
4,808 $388,000
Q2 2022

Aug 12, 2022

BUY
$81.02 - $110.25 $275,711 - $375,180
3,403 New
3,403 $279,000

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 $55.7B
  • 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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