Ifp Advisors, Inc Phillips 66 Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Phillips 66 stock. As of the latest transaction made, Ifp Advisors, Inc holds 6,214 shares of PSX stock, worth $834,229. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,214

Previous 6,756 8.02%

Holding current value

$834,229

Previous $1.1 Million 20.49%

% of portfolio

0.04%

Previous 0.05%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$135.85 - $172.71 $73,630 - $93,608	-542 Reduced 8.02%	6,214 $877,000
Q1 2024 Jul 30, 2024	BUY	$127.67 - $163.34 $29,747 - $38,058	233 Added 3.57%	6,756 $1.1 Million
Q4 2023 Jan 09, 2024	SELL	$109.19 - $135.72 $1,091 - $1,357	-10 Reduced 0.15%	6,523 $868,000
Q3 2023 Oct 12, 2023	SELL	$95.4 - $124.28 $57,717 - $75,189	-605 Reduced 8.48%	6,533 $784,000
Q2 2023 Aug 04, 2023	BUY	$90.81 - $106.46 $908 - $1,064	10 Added 0.14%	7,138 $680,000
Q1 2023 Apr 18, 2023	SELL	$93.54 - $111.49 $693,879 - $827,032	-7,418 Reduced 51.0%	7,128 $722,000
Q4 2022 Feb 07, 2023	SELL	$84.58 - $112.31 $1.48 Million - $1.97 Million	-17,500 Reduced 54.61%	14,546 $1.74 Million
Q3 2022 Nov 08, 2022	BUY	$74.16 - $93.57 $167,675 - $211,561	2,261 Added 7.59%	32,046 $3.85 Million
Q2 2022 Sep 06, 2022	BUY	$81.02 - $110.25 $2.41 Million - $3.28 Million	29,785 New	29,785 $3.58 Million
Q2 2022 Aug 12, 2022	SELL	$81.02 - $110.25 $2.41 Million - $3.28 Million	-29,785 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$75.34 - $93.2 $246,135 - $304,484	3,267 Added 12.32%	29,785 $2.57 Million
Q1 2022 Aug 08, 2022	BUY	$75.34 - $93.2 $1.21 Million - $1.5 Million	16,042 Added 153.13%	26,518 $2.29 Million
Q4 2021 Jan 12, 2022	SELL	$68.67 - $83.73 $36,807 - $44,879	-536 Reduced 4.87%	10,476 $758,000
Q3 2021 Oct 06, 2021	SELL	$64.27 - $87.9 $64,462 - $88,163	-1,003 Reduced 8.35%	11,012 $775,000
Q2 2021 Jul 13, 2021	SELL	$74.95 - $92.56 $21,435 - $26,472	-286 Reduced 2.33%	12,015 $1.03 Million
Q1 2021 Apr 30, 2021	BUY	$67.38 - $88.66 $38,810 - $51,068	576 Added 4.91%	12,301 $1 Million
Q4 2020 Jan 25, 2021	BUY	$44.22 - $70.86 $38,161 - $61,152	863 Added 7.95%	11,725 $820,000
Q3 2020 Oct 29, 2020	BUY	$51.84 - $69.11 $42,353 - $56,462	817 Added 8.13%	10,862 $569,000
Q2 2020 Aug 05, 2020	BUY	$49.51 - $89.73 $86,394 - $156,578	1,745 Added 21.02%	10,045 $691,000
Q1 2020 May 12, 2020	SELL	$42.09 - $112.2 $44,615 - $118,932	-1,060 Reduced 11.32%	8,300 $454,000
Q4 2019 Jan 17, 2020	SELL	$98.24 - $119.7 $139,992 - $170,572	-1,425 Reduced 13.21%	9,360 $1.04 Million
Q3 2019 Nov 07, 2019	BUY	$94.06 - $105.06 $494,379 - $552,195	5,256 Added 95.06%	10,785 $1.12 Million
Q1 2019 May 15, 2019	SELL	$86.9 - $98.89 $548,425 - $624,094	-6,311 Reduced 53.3%	5,529 $530,000
Q4 2018 Jan 23, 2019	SELL	$78.5 - $118.47 $209,830 - $316,670	-2,673 Reduced 18.42%	11,840 $1.02 Million
Q3 2018 Oct 25, 2018	BUY	$109.36 - $123.34 $209,315 - $236,072	1,914 Added 15.19%	14,513 $0
Q2 2018 Aug 07, 2018	SELL	$94.95 - $121.87 $99,507 - $127,719	-1,048 Reduced 7.68%	12,599 $0
Q1 2018 Jun 03, 2019	BUY	$89.58 - $106.9 $25,261 - $30,145	282 Added 2.11%	13,647 $1.38 Million
Q1 2018 May 09, 2018	SELL	$89.58 - $106.9 $25,261 - $30,145	-282 Reduced 2.07%	13,365 $0
Q4 2017 Jan 24, 2018	SELL	$90.24 - $102.06 $1.66 Million - $1.87 Million	-18,369 Reduced 57.37%	13,647 $0
Q3 2017 Oct 30, 2017	SELL	$80.89 - $91.8 $180,222 - $204,530	-2,228 Reduced 6.51%	32,016 $2.93 Million
Q2 2017 Jun 03, 2019	SELL	N/A	-1,404 Reduced 3.94%	34,244 $2.83 Million
Q1 2017 Jun 03, 2019	BUY	N/A	201 Added 0.57%	35,648 $2.82 Million
Q4 2016 Jun 03, 2019	BUY	N/A	5,704 Added 19.18%	35,447 $3.06 Million
Q2 2016 Jun 03, 2019	BUY	N/A	24,214 Added 437.95%	29,743 $2.36 Million
Q1 2016 Jun 03, 2019	BUY	N/A	5,529	5,529 $530,000

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 $64.6B
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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