A detailed history of First National Advisers, LLC transactions in Phillips 66 stock. As of the latest transaction made, First National Advisers, LLC holds 17,067 shares of PSX stock, worth $2.36 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
17,067
Previous 17,103 0.21%
Holding current value
$2.36 Million
Previous $2.28 Million 22.4%
% of portfolio
0.6%
Previous 0.66%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $66.6B
  • 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
Track This Portfolio

Track First National Advisers, LLC Portfolio

Follow First National Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First National Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on First National Advisers, LLC with notifications on news.