A detailed history of Heritage Wealth Advisors transactions in Phillips 66 stock. As of the latest transaction made, Heritage Wealth Advisors holds 16 shares of PSX stock, worth $2,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16
Previous 16 -0.0%
Holding current value
$2,217
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $66.7B
  • 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 Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.