Hcr Wealth Advisors Phillips 66 Transaction History

Hcr Wealth Advisors

$789 Million
Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Phillips 66 stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,604 shares of PSX stock, worth $333,416. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,604

Previous 2,604 -0.0%

Holding current value

$333,416

Previous $342,000 13.45%

% of portfolio

0.04%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$125.0 - $147.17 $3,375 - $3,973	-27 Reduced 1.03%	2,604 $342,000
Q2 2024 Aug 06, 2024	BUY	$135.85 - $172.71 $3,667 - $4,663	27 Added 1.04%	2,631 $371,000
Q1 2024 May 10, 2024	SELL	$127.67 - $163.34 $4,596 - $5,880	-36 Reduced 1.36%	2,604 $425,000
Q4 2023 Feb 09, 2024	BUY	$109.19 - $135.72 $8,080 - $10,043	74 Added 2.88%	2,640 $351,000
Q3 2023 Oct 20, 2023	SELL	$95.4 - $124.28 $7,632 - $9,942	-80 Reduced 3.02%	2,566 $308,000
Q2 2023 Aug 09, 2023	BUY	$90.81 - $106.46 $181 - $212	2 Added 0.08%	2,646 $252,000
Q4 2022 Feb 13, 2023	SELL	$84.58 - $112.31 $36,115 - $47,956	-427 Reduced 13.9%	2,644 $275,000
Q3 2022 Nov 07, 2022	BUY	$74.16 - $93.57 $20,764 - $26,199	280 Added 10.03%	3,071 $248,000
Q2 2022 Aug 12, 2022	BUY	$81.02 - $110.25 $972 - $1,323	12 Added 0.43%	2,791 $229,000
Q1 2022 May 05, 2022	SELL	$75.34 - $93.2 $979 - $1,211	-13 Reduced 0.47%	2,779 $240,000
Q4 2021 Feb 04, 2022	SELL	$68.67 - $83.73 $5,356 - $6,530	-78 Reduced 2.72%	2,792 $202,000
Q3 2021 Nov 02, 2021	SELL	$64.27 - $87.9 $128 - $175	-2 Reduced 0.07%	2,870 $201,000
Q1 2021 May 13, 2021	SELL	$67.38 - $88.66 $10,309 - $13,564	-153 Reduced 5.06%	2,872 $234,000
Q4 2020 Feb 04, 2021	BUY	$44.22 - $70.86 $133,765 - $214,351	3,025 New	3,025 $212,000
Q3 2020 Nov 05, 2020	SELL	$51.84 - $69.11 $157,230 - $209,610	-3,033 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$49.51 - $89.73 $150,163 - $272,151	3,033 New	3,033 $215,000
Q1 2020 May 08, 2020	SELL	$42.09 - $112.2 $127,322 - $339,405	-3,025 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$98.24 - $119.7 $12,280 - $14,962	125 Added 4.31%	3,025 $337,000
Q3 2019 Nov 07, 2019	BUY	$94.06 - $105.06 $272,774 - $304,674	2,900 New	2,900 $320,000
Q1 2019 May 10, 2019	SELL	$86.9 - $98.89 $225,071 - $256,125	-2,590 Closed	0 $0
Q3 2018 Nov 09, 2018	SELL	$109.36 - $123.34 $25,043 - $28,244	-229 Reduced 8.12%	2,590 $284,000
Q1 2018 May 15, 2018	SELL	$89.58 - $106.9 $985 - $1,175	-11 Reduced 0.39%	2,819 $270,000
Q2 2017 Aug 16, 2017	BUY	N/A	2,830	2,830 $234,000

Others Institutions Holding PSX

# of Institutions

1,954

Shares Held

282M

Call Options Held

2.75M

Put Options Held

2.25M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $61.6B
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 ...

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Hcr Wealth Advisors Phillips 66 Transaction History