Harel Insurance Investments & Financial Services Ltd. Phillips 66 Transaction History

Harel Insurance Investments & Financial Services Ltd.

$5.31 Billion
Q2 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$127.67 - $163.34 $92,943 - $118,911	728 New	728 $119,000
Q2 2023 Jul 17, 2023	BUY	$90.81 - $106.46 $250,635 - $293,829	2,760 New	2,760 $261,000
Q2 2021 Jul 26, 2021	SELL	$74.95 - $92.56 $74,950 - $92,560	-1,000 Closed	0 $0
Q2 2020 Jul 14, 2020	BUY	$49.51 - $89.73 $49,510 - $89,730	1,000 New	1,000 $72,000
Q3 2019 Nov 06, 2019	SELL	$94.06 - $105.06 $286,883 - $320,433	-3,050 Closed	0 $0
Q2 2019 Jul 22, 2019	BUY	$80.8 - $98.61 $161,600 - $197,220	2,000 Added 190.48%	3,050 $285,000
Q1 2019 Apr 18, 2019	SELL	$86.9 - $98.89 $260,700 - $296,670	-3,000 Reduced 74.07%	1,050 $100,000
Q4 2018 Jan 29, 2019	BUY	$78.5 - $118.47 $78,500 - $118,470	1,000 Added 32.79%	4,050 $349,000
Q3 2017 Nov 02, 2017	BUY	$80.89 - $91.8 $246,714 - $279,990	3,050	3,050 $279,000

Others Institutions Holding PSX

# of Institutions

1,957

Shares Held

304M

Call Options Held

2.76M

Put Options Held

2.35M

Vanguard Group Inc Valley Forge, PA

41M
Shares

$5.39 Billion
0.11% of portfolio
Black Rock Inc. New York, NY

30.8M
Shares

$4.05 Billion
0.1% of portfolio
State Street Corp Boston, MA

28.7M
Shares

$3.77 Billion
0.18% of portfolio
Wells Fargo & Company San Francisco, CA

16.6M
Shares

$2.18 Billion
0.58% of portfolio
Wellington Management Group LLP Boston, MA

12.8M
Shares

$1.68 Billion
0.33% of portfolio

View Full List

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

Portfolio Update

Get notified when there are updates to the investment portfolio of Harel Insurance Investments & Financial Services Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Harel Insurance Investments & Financial Services Ltd. with notifications on news.

Account