Hcr Wealth Advisors Phillips 66 Transaction History

Hcr Wealth Advisors

  • $658 Million
  • Q1 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 $365,783. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,604
Previous 2,640 1.36%
Holding current value
$365,783
Previous $351,000 21.08%
% of portfolio
0.06%
Previous 0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,031
Shares Held
307M
Call Options Held
3.28M
Put Options Held
2.89M
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 $67.6B
  • 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 ...
More about PSX
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