A detailed history of Herold Advisors, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Herold Advisors, Inc. holds 25,535 shares of PSX stock, worth $2.82 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
25,535
Previous 25,091 1.77%
Holding current value
$2.82 Million
Previous $3.54 Million 5.25%
% of portfolio
0.75%
Previous 0.84%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$125.0 - $147.17 $55,500 - $65,343
444 Added 1.77%
25,535 $3.36 Million
Q2 2024

Jul 24, 2024

BUY
$135.85 - $172.71 $99,985 - $127,114
736 Added 3.02%
25,091 $3.54 Million
Q1 2024

May 10, 2024

SELL
$127.67 - $163.34 $213,591 - $273,267
-1,673 Reduced 6.43%
24,355 $3.98 Million
Q4 2023

Feb 02, 2024

SELL
$109.19 - $135.72 $40,291 - $50,080
-369 Reduced 1.4%
26,028 $3.47 Million
Q3 2023

Nov 08, 2023

BUY
$95.4 - $124.28 $235,447 - $306,723
2,468 Added 10.31%
26,397 $3.17 Million
Q2 2023

Jul 14, 2023

BUY
$90.81 - $106.46 $195,786 - $229,527
2,156 Added 9.9%
23,929 $2.28 Million
Q1 2023

Apr 19, 2023

BUY
$93.54 - $111.49 $72,399 - $86,293
774 Added 3.69%
21,773 $2.21 Million
Q4 2022

Feb 14, 2023

BUY
$84.58 - $112.31 $12,856 - $17,071
152 Added 0.73%
20,999 $2.19 Million
Q3 2022

Nov 08, 2022

BUY
$74.16 - $93.57 $1.55 Million - $1.95 Million
20,847 New
20,847 $1.68 Million
Q2 2022

Jul 15, 2022

SELL
$81.02 - $110.25 $64,816 - $88,200
-800 Closed
0 $0
Q1 2022

May 09, 2022

BUY
$75.34 - $93.2 $60,272 - $74,560
800 New
800 $69,000
Q4 2021

Jan 20, 2022

SELL
$68.67 - $83.73 $54,936 - $66,984
-800 Closed
0 $0
Q3 2021

Nov 03, 2021

BUY
$64.27 - $87.9 $51,416 - $70,320
800 New
800 $56,000

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 $53.1B
  • 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 ...
More about PSX
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