A detailed history of Forvis Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 3,583 shares of PSX stock, worth $477,506. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,583
Previous 3,494 2.55%
Holding current value
$477,506
Previous $493,000 4.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$125.0 - $147.17 $11,125 - $13,098
89 Added 2.55%
3,583 $470,000
Q2 2024

Aug 09, 2024

SELL
$135.85 - $172.71 $5,434 - $6,908
-40 Reduced 1.13%
3,494 $493,000
Q1 2024

Apr 19, 2024

BUY
$127.67 - $163.34 $10,596 - $13,557
83 Added 2.41%
3,534 $577,000
Q4 2023

Jan 11, 2024

SELL
$109.19 - $135.72 $16,924 - $21,036
-155 Reduced 4.3%
3,451 $459,000
Q3 2023

Oct 25, 2023

SELL
$95.4 - $124.28 $29,192 - $38,029
-306 Reduced 7.82%
3,606 $433,000
Q2 2023

Aug 08, 2023

BUY
$90.81 - $106.46 $10,897 - $12,775
120 Added 3.16%
3,912 $373,000
Q1 2023

Apr 26, 2023

SELL
$93.54 - $111.49 $9,166 - $10,926
-98 Reduced 2.52%
3,792 $384,000
Q4 2022

Feb 02, 2023

BUY
$84.58 - $112.31 $10,826 - $14,375
128 Added 3.4%
3,890 $404,000
Q3 2022

Oct 13, 2022

SELL
$74.16 - $93.57 $11,124 - $14,035
-150 Reduced 3.83%
3,762 $304,000
Q2 2022

Jul 22, 2022

BUY
$81.02 - $110.25 $39,537 - $53,802
488 Added 14.25%
3,912 $321,000
Q1 2022

May 10, 2022

BUY
$75.34 - $93.2 $38,649 - $47,811
513 Added 17.62%
3,424 $296,000
Q4 2021

Jan 14, 2022

BUY
$68.67 - $83.73 $199,898 - $243,738
2,911 New
2,911 $211,000
Q3 2021

Oct 14, 2021

SELL
$64.27 - $87.9 $163,759 - $223,969
-2,548 Closed
0 $0
Q2 2021

Jul 14, 2021

SELL
$74.95 - $92.56 $85,143 - $105,148
-1,136 Reduced 30.84%
2,548 $219,000
Q1 2021

Apr 23, 2021

SELL
$67.38 - $88.66 $45,548 - $59,934
-676 Reduced 15.5%
3,684 $300,000
Q4 2020

Jan 22, 2021

BUY
$44.22 - $70.86 $192,799 - $308,949
4,360 New
4,360 $305,000
Q3 2020

Nov 05, 2020

SELL
$51.84 - $69.11 $219,179 - $292,197
-4,228 Closed
0 $0
Q2 2020

Jul 15, 2020

BUY
$49.51 - $89.73 $2,673 - $4,845
54 Added 1.29%
4,228 $304,000
Q1 2020

Apr 10, 2020

SELL
$42.09 - $112.2 $16,962 - $45,216
-403 Reduced 8.8%
4,174 $224,000
Q4 2019

Jan 13, 2020

BUY
$98.24 - $119.7 $11,297 - $13,765
115 Added 2.58%
4,577 $510,000
Q3 2019

Oct 29, 2019

BUY
$94.06 - $105.06 $94 - $105
1 Added 0.02%
4,462 $457,000
Q2 2019

Jul 10, 2019

BUY
$80.8 - $98.61 $11,150 - $13,608
138 Added 3.19%
4,461 $417,000
Q1 2019

Apr 10, 2019

BUY
$86.9 - $98.89 $869 - $988
10 Added 0.23%
4,323 $411,000
Q4 2018

Jan 15, 2019

SELL
$78.5 - $118.47 $183,690 - $277,219
-2,340 Reduced 35.17%
4,313 $372,000
Q3 2018

Oct 09, 2018

BUY
$109.36 - $123.34 $116,468 - $131,357
1,065 Added 19.06%
6,653 $750,000
Q2 2018

Jul 13, 2018

BUY
$94.95 - $121.87 $16,236 - $20,839
171 Added 3.16%
5,588 $628,000
Q1 2018

May 25, 2018

SELL
$89.58 - $106.9 $806 - $962
-9 Reduced 0.17%
5,417 $520,000
Q1 2018

Apr 20, 2018

SELL
$89.58 - $106.9 $62,706 - $74,830
-700 Reduced 11.43%
5,426 $591,000
Q4 2017

Jan 18, 2018

SELL
$90.24 - $102.06 $41,690 - $47,151
-462 Reduced 7.01%
6,126 $620,000
Q3 2017

Oct 13, 2017

BUY
$80.89 - $91.8 $532,903 - $604,778
6,588
6,588 $604,000

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 $64.1B
  • 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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