A detailed history of Global Retirement Partners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Global Retirement Partners, LLC holds 9,226 shares of PSX stock, worth $1.17 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,226
Previous 2,784 231.39%
Holding current value
$1.17 Million
Previous $454,000 186.78%
% of portfolio
0.04%
Previous 0.02%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$135.85 - $172.71 $875,145 - $1.11 Million
6,442 Added 231.39%
9,226 $1.3 Million
Q1 2024

Apr 23, 2024

BUY
$127.67 - $163.34 $10,468 - $13,393
82 Added 3.03%
2,784 $454,000
Q4 2023

Jan 18, 2024

BUY
$109.19 - $135.72 $66,605 - $82,789
610 Added 29.16%
2,702 $359,000
Q3 2023

Oct 13, 2023

BUY
$95.4 - $124.28 $7,441 - $9,693
78 Added 3.87%
2,092 $251,000
Q2 2023

Jul 20, 2023

BUY
$90.81 - $106.46 $2,724 - $3,193
30 Added 1.51%
2,014 $192,000
Q1 2023

May 05, 2023

BUY
$93.54 - $111.49 $20,391 - $24,304
218 Added 12.34%
1,984 $201,000
Q4 2022

Feb 13, 2023

BUY
$84.58 - $112.31 $58,021 - $77,044
686 Added 63.52%
1,766 $183,000
Q4 2022

Feb 13, 2023

BUY
$84.58 - $112.31 $58,021 - $77,044
686 Added 63.52%
1,766 $183,000
Q3 2022

Nov 03, 2022

SELL
$74.16 - $93.57 $667 - $842
-9 Reduced 0.83%
1,080 $113,000
Q2 2022

Jul 15, 2022

SELL
$81.02 - $110.25 $7,453 - $10,143
-92 Reduced 7.79%
1,089 $89,000
Q1 2022

Jul 14, 2022

BUY
$75.34 - $93.2 $88,976 - $110,069
1,181 New
1,181 $114,000
Q4 2021

Jan 21, 2022

SELL
$68.67 - $83.73 $11,467 - $13,982
-167 Closed
0 $0
Q3 2021

Oct 22, 2021

BUY
$64.27 - $87.9 $449 - $615
7 Added 4.38%
167 $12,000
Q2 2021

Jul 15, 2021

BUY
$74.95 - $92.56 $224 - $277
3 Added 1.91%
160 $14,000
Q1 2021

Apr 14, 2021

SELL
$67.38 - $88.66 $2,829 - $3,723
-42 Reduced 21.11%
157 $13,000
Q4 2020

Jan 13, 2021

BUY
$44.22 - $70.86 $1,945 - $3,117
44 Added 28.39%
199 $14,000
Q3 2020

Oct 09, 2020

SELL
$51.84 - $69.11 $6,583 - $8,776
-127 Reduced 45.04%
155 $8,000
Q2 2020

Jul 13, 2020

SELL
$49.51 - $89.73 $891 - $1,615
-18 Reduced 6.0%
282 $20,000
Q1 2020

Apr 28, 2020

SELL
$42.09 - $112.2 $33,924 - $90,433
-806 Reduced 72.88%
300 $16,000
Q4 2019

Jan 23, 2020

SELL
$98.24 - $119.7 $1,178 - $1,436
-12 Reduced 1.07%
1,106 $123,000
Q3 2019

Nov 19, 2019

BUY
$94.06 - $105.06 $6,302 - $7,039
67 Added 6.37%
1,118 $114,000
Q2 2019

Nov 19, 2019

BUY
$80.8 - $98.61 $47,348 - $57,785
586 Added 126.02%
1,051 $98,000
Q1 2019

May 07, 2019

BUY
$86.9 - $98.89 $1,216 - $1,384
14 Added 3.1%
465 $44,000
Q4 2018

Feb 22, 2019

SELL
$78.5 - $118.47 $5,966 - $9,003
-76 Reduced 14.42%
451 $39,000
Q3 2018

Oct 17, 2018

BUY
$109.36 - $123.34 $1,202 - $1,356
11 Added 2.13%
527 $59,000
Q2 2018

Aug 13, 2018

SELL
$94.95 - $121.87 $1,804 - $2,315
-19 Reduced 3.55%
516 $58,000
Q1 2018

Aug 10, 2018

SELL
$89.58 - $106.9 $22,395 - $26,725
-250 Reduced 31.85%
535 $51,000
Q4 2017

Aug 13, 2018

BUY
$90.24 - $102.06 $8,843 - $10,001
98 Added 14.26%
785 $79,000
Q3 2017

Aug 10, 2018

BUY
$80.89 - $91.8 $13,913 - $15,789
172 Added 33.4%
687 $63,000
Q2 2017

Aug 10, 2018

BUY
N/A
106 Added 25.92%
515 $43,000
Q1 2017

Aug 10, 2018

BUY
N/A
46 Added 12.67%
409 $32,000
Q4 2016

Aug 10, 2018

BUY
N/A
363
363 $31,000

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 $61B
  • 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 Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, 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 Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.