Heritage Wealth Advisors Phillips 66 Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Phillips 66 stock. As of the latest transaction made, Heritage Wealth Advisors holds 424 shares of PSX stock, worth $56,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares

424

Previous 16 2550.0%

Holding current value

$56,540

Previous $2,000 2650.0%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$125.0 - $147.17 $51,000 - $60,045	408 Added 2550.0%	424 $55,000
Q1 2024 May 08, 2024	SELL	$127.67 - $163.34 $5,745 - $7,350	-45 Reduced 73.77%	16 $2,000
Q4 2023 Feb 09, 2024	SELL	$109.19 - $135.72 $12,884 - $16,014	-118 Reduced 65.92%	61 $8,000
Q1 2023 May 04, 2023	SELL	$93.54 - $111.49 $43,496 - $51,842	-465 Reduced 72.2%	179 $18,000
Q3 2022 Nov 10, 2022	SELL	$74.16 - $93.57 $2,521 - $3,181	-34 Reduced 5.01%	644 $52,000
Q1 2022 May 11, 2022	BUY	$75.34 - $93.2 $3,767 - $4,660	50 Added 7.96%	678 $59,000
Q4 2021 Feb 02, 2022	SELL	$68.67 - $83.73 $12,978 - $15,824	-189 Reduced 23.13%	628 $45,000
Q2 2021 Aug 09, 2021	SELL	$74.95 - $92.56 $18,737 - $23,140	-250 Reduced 23.43%	817 $70,000
Q4 2020 Feb 01, 2021	BUY	$44.22 - $70.86 $31,175 - $49,956	705 Added 194.75%	1,067 $75,000
Q3 2020 Nov 03, 2020	BUY	$51.84 - $69.11 $10,316 - $13,752	199 Added 122.09%	362 $18,000
Q2 2020 Jul 17, 2020	SELL	$49.51 - $89.73 $3.39 Million - $6.15 Million	-68,553 Reduced 99.76%	163 $11,000
Q2 2020 Jul 17, 2020	BUY	$49.51 - $89.73 $3.39 Million - $6.14 Million	68,452 Added 25928.79%	68,716 $11,000
Q1 2020 May 05, 2020	SELL	$42.09 - $112.2 $11,532 - $30,742	-274 Reduced 50.93%	264 $14,000
Q4 2019 Feb 04, 2020	BUY	$98.24 - $119.7 $3,536 - $4,309	36 Added 7.17%	538 $59,000
Q3 2019 Oct 30, 2019	BUY	$94.06 - $105.06 $9,500 - $10,611	101 Added 25.19%	502 $51,000
Q2 2019 Aug 05, 2019	BUY	$80.8 - $98.61 $13,170 - $16,073	163 Added 68.49%	401 $0
Q1 2019 May 06, 2019	BUY	$86.9 - $98.89 $9,298 - $10,581	107 Added 81.68%	238 $0
Q3 2018 Nov 14, 2018	BUY	$109.36 - $123.34 $14,326 - $16,157	131 New	131 $14,000

Others Institutions Holding PSX

# of Institutions

1,958

Shares Held

282M

Call Options Held

2.55M

Put Options Held

2.36M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $64.1B
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 ...

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Heritage Wealth Advisors Phillips 66 Transaction History