A detailed history of Horizon Investment Services, LLC transactions in Phillips 66 stock. As of the latest transaction made, Horizon Investment Services, LLC holds 16,788 shares of PSX stock, worth $2.28 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
16,788
Previous 17,583 4.52%
Holding current value
$2.28 Million
Previous $2.34 Million 17.13%
% of portfolio
1.35%
Previous 1.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$127.67 - $163.34 $101,497 - $129,855
-795 Reduced 4.52%
16,788 $2.74 Million
Q4 2023

Feb 12, 2024

SELL
$109.19 - $135.72 $15,068 - $18,729
-138 Reduced 0.78%
17,583 $2.34 Million
Q3 2023

Nov 13, 2023

BUY
$95.4 - $124.28 $147,583 - $192,261
1,547 Added 9.56%
17,721 $2.13 Million
Q2 2023

Aug 07, 2023

BUY
$90.81 - $106.46 $31,601 - $37,048
348 Added 2.2%
16,174 $1.54 Million
Q1 2023

May 08, 2023

BUY
$93.54 - $111.49 $150,412 - $179,275
1,608 Added 11.31%
15,826 $1.6 Million
Q4 2022

Feb 07, 2023

BUY
$84.58 - $112.31 $1.2 Million - $1.6 Million
14,218 New
14,218 $1.48 Million

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 $65.4B
  • 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 Horizon Investment Services, LLC Portfolio

Follow Horizon Investment Services, LLC 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 Horizon Investment Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Investment Services, LLC with notifications on news.