Frg Family Wealth Advisors LLC Phillips 66 Transaction History

Frg Family Wealth Advisors LLC

  • $545 Million
  • Q3 2024

A detailed history of Frg Family Wealth Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 5,703 shares of PSX stock, worth $629,440. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,703
Previous 5,703 -0.0%
Holding current value
$629,440
Previous $805,000 6.96%
% of portfolio
0.14%
Previous 0.12%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 06, 2022
BUY
$75.34 - $93.2 $7,534 - $9,320
100 Added 1.78%
5,703 $493,000
Q4 2021

Feb 09, 2022
SELL
$68.67 - $83.73 $28,360 - $34,580
-413 Reduced 6.87%
5,603 $406,000
Q3 2021

Mar 02, 2022
SELL
$64.27 - $87.9 $67,162 - $91,855
-1,045 Reduced 14.8%
6,016 $421,000
Q1 2021

Mar 02, 2022
SELL
$67.38 - $88.66 $25,267 - $33,247
-375 Reduced 5.04%
7,061 $576,000
Q4 2020

Mar 02, 2022
SELL
$44.22 - $70.86 $121,162 - $194,156
-2,740 Reduced 26.93%
7,436 $520,000
Q3 2020

Mar 02, 2022
SELL
$51.84 - $69.11 $17,366 - $23,151
-335 Reduced 3.19%
10,176 $528,000
Q2 2020

Mar 02, 2022
SELL
$49.51 - $89.73 $63,719 - $115,482
-1,287 Reduced 10.91%
10,511 $756,000
Q1 2020

Mar 02, 2022
SELL
$42.09 - $112.2 $102,068 - $272,085
-2,425 Reduced 17.05%
11,798 $633,000
Q4 2019

Mar 02, 2022
SELL
$98.24 - $119.7 $47,351 - $57,695
-482 Reduced 3.28%
14,223 $1.59 Million
Q3 2019

Mar 02, 2022
SELL
$94.06 - $105.06 $156,327 - $174,609
-1,662 Reduced 10.15%
14,705 $1.51 Million
Q2 2019

Mar 02, 2022
SELL
$80.8 - $98.61 $101,808 - $124,248
-1,260 Reduced 7.15%
16,367 $1.53 Million
Q1 2019

Mar 02, 2022
SELL
$86.9 - $98.89 $189,702 - $215,876
-2,183 Reduced 11.02%
17,627 $1.68 Million
Q4 2018

Mar 02, 2022
SELL
$78.5 - $118.47 $144,989 - $218,814
-1,847 Reduced 8.53%
19,810 $1.71 Million
Q3 2018

Mar 02, 2022
SELL
$109.36 - $123.34 $274,384 - $309,460
-2,509 Reduced 10.38%
21,657 $2.44 Million
Q2 2018

Mar 02, 2022
SELL
$94.95 - $121.87 $7,121 - $9,140
-75 Reduced 0.31%
24,166 $2.71 Million
Q1 2018

Mar 02, 2022
SELL
$89.58 - $106.9 $5,822 - $6,948
-65 Reduced 0.27%
24,241 $2.33 Million
Q3 2017

Mar 02, 2022
SELL
$80.89 - $91.8 $9,545 - $10,832
-118 Reduced 0.48%
24,306 $2.23 Million
Q2 2017

Mar 02, 2022
BUY
N/A
458 Added 1.91%
24,424 $2.02 Million
Q1 2017

Mar 02, 2022
SELL
N/A
-123 Reduced 0.51%
23,966 $1.88 Million
Q1 2016

Mar 02, 2022
BUY
N/A
50 Added 0.21%
24,089 $2.11 Million
Q4 2015

Mar 02, 2022
BUY
N/A
24,039
24,039 $1.97 Million

Others Institutions Holding PSX

# of Institutions
1,961
Shares Held
282M
Call Options Held
2.55M
Put Options Held
2.36M
View Full List

About Phillips 66

PSX Quotes by TradingView
  • 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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