A detailed history of Fortem Financial Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Fortem Financial Group, LLC holds 2,393 shares of PSX stock, worth $264,115. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,393
Previous 2,393 -0.0%
Holding current value
$264,115
Previous $314,000 -0.0%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 12, 2024

SELL
$125.0 - $147.17 $1.35 Million - $1.6 Million
-10,838 Reduced 81.91%
2,393 $314,000
Q2 2024

Aug 02, 2024

SELL
$135.85 - $172.71 $86,264 - $109,670
-635 Reduced 4.58%
13,231 $1.87 Million
Q1 2024

May 01, 2024

BUY
$127.67 - $163.34 $45,195 - $57,822
354 Added 2.62%
13,866 $2.26 Million
Q4 2023

Jan 25, 2024

BUY
$109.19 - $135.72 $13,648 - $16,965
125 Added 0.93%
13,512 $1.8 Million
Q3 2023

Oct 10, 2023

SELL
$95.4 - $124.28 $254,336 - $331,330
-2,666 Reduced 16.61%
13,387 $1.61 Million
Q2 2023

Jul 18, 2023

SELL
$90.81 - $106.46 $218,670 - $256,355
-2,408 Reduced 13.04%
16,053 $1.53 Million
Q1 2023

Apr 21, 2023

BUY
$93.54 - $111.49 $617,176 - $735,611
6,598 Added 55.62%
18,461 $1.87 Million
Q4 2022

Jan 17, 2023

BUY
$84.58 - $112.31 $122,979 - $163,298
1,454 Added 13.97%
11,863 $0
Q3 2022

Nov 01, 2022

BUY
$74.16 - $93.57 $6,971 - $8,795
94 Added 0.91%
10,409 $840,000
Q2 2022

Jul 25, 2022

BUY
$81.02 - $110.25 $835,721 - $1.14 Million
10,315 New
10,315 $846,000
Q1 2021

Apr 20, 2021

SELL
$67.38 - $88.66 $2,425 - $3,191
-36 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
$44.22 - $70.86 $1,591 - $2,550
36 New
36 $3,000

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 $53.1B
  • 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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