A detailed history of First Personal Financial Services transactions in Phillips 66 stock. As of the latest transaction made, First Personal Financial Services holds 2 shares of PSX stock, worth $262. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2
Holding current value
$262
% of portfolio
0.0%

Shares

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

Nov 01, 2024

BUY
$125.0 - $147.17 $250 - $294
2 New
2 $0
Q4 2023

Jan 29, 2024

SELL
$109.19 - $135.72 $43,566 - $54,152
-399 Reduced 54.07%
339 $45,000
Q3 2023

Oct 19, 2023

BUY
$95.4 - $124.28 $70,405 - $91,718
738 New
738 $88,000
Q1 2022

May 02, 2022

SELL
$75.34 - $93.2 $150 - $186
-2 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$68.67 - $83.73 $137 - $167
2 New
2 $0
Q1 2020

Apr 22, 2020

SELL
$42.09 - $112.2 $37,586 - $100,194
-893 Closed
0 $0
Q4 2019

Jan 24, 2020

SELL
$98.24 - $119.7 $33,499 - $40,817
-341 Reduced 27.63%
893 $99,000
Q3 2019

Oct 15, 2019

SELL
$94.06 - $105.06 $19,094 - $21,327
-203 Reduced 14.13%
1,234 $126,000
Q2 2019

Jul 29, 2019

BUY
$80.8 - $98.61 $6,464 - $7,888
80 Added 5.9%
1,437 $134,000
Q3 2018

Nov 01, 2018

SELL
$109.36 - $123.34 $20,669 - $23,311
-189 Reduced 12.23%
1,357 $153,000
Q2 2018

Aug 07, 2018

BUY
$94.95 - $121.87 $73,871 - $94,814
778 Added 101.3%
1,546 $174,000
Q1 2018

May 10, 2018

SELL
$89.58 - $106.9 $14,601 - $17,424
-163 Reduced 17.51%
768 $74,000
Q4 2017

Jan 25, 2018

BUY
$90.24 - $102.06 $47,827 - $54,091
530 Added 132.17%
931 $94,000
Q3 2017

Nov 01, 2017

BUY
$80.89 - $91.8 $32,436 - $36,811
401
401 $37,000

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 $63.2B
  • 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 Personal Financial Services Portfolio

Follow First Personal Financial Services 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 Personal Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on First Personal Financial Services with notifications on news.