A detailed history of Independent Advisor Alliance transactions in Phillips 66 stock. As of the latest transaction made, Independent Advisor Alliance holds 33,610 shares of PSX stock, worth $4.47 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
33,610
Previous 32,080 4.77%
Holding current value
$4.47 Million
Previous $5.24 Million 9.45%
% of portfolio
0.16%
Previous 0.19%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$135.85 - $172.71 $207,850 - $264,246
1,530 Added 4.77%
33,610 $4.74 Million
Q1 2024

May 08, 2024

BUY
$127.67 - $163.34 $65,877 - $84,283
516 Added 1.63%
32,080 $5.24 Million
Q4 2023

Feb 08, 2024

BUY
$109.19 - $135.72 $88,553 - $110,068
811 Added 2.64%
31,564 $4.2 Million
Q3 2023

Oct 24, 2023

BUY
$95.4 - $124.28 $1.23 Million - $1.6 Million
12,877 Added 72.04%
30,753 $3.69 Million
Q2 2023

Jul 28, 2023

BUY
$90.81 - $106.46 $135,579 - $158,944
1,493 Added 9.11%
17,876 $1.71 Million
Q1 2023

May 12, 2023

BUY
$93.54 - $111.49 $1.53 Million - $1.83 Million
16,383 New
16,383 $1.66 Million
Q3 2022

Nov 04, 2022

BUY
$74.16 - $93.57 $14,238 - $17,965
192 Added 2.45%
8,023 $648,000
Q2 2022

Aug 04, 2022

SELL
$81.02 - $110.25 $34,676 - $47,187
-428 Reduced 5.18%
7,831 $642,000
Q1 2022

May 06, 2022

BUY
$75.34 - $93.2 $37,142 - $45,947
493 Added 6.35%
8,259 $714,000
Q4 2021

Feb 11, 2022

BUY
$68.67 - $83.73 $39,691 - $48,395
578 Added 8.04%
7,766 $563,000
Q3 2021

Nov 01, 2021

SELL
$64.27 - $87.9 $29,564 - $40,434
-460 Reduced 6.01%
7,188 $503,000
Q2 2021

Aug 12, 2021

BUY
$74.95 - $92.56 $88,965 - $109,868
1,187 Added 18.37%
7,648 $656,000
Q1 2021

May 14, 2021

SELL
$67.38 - $88.66 $42,921 - $56,476
-637 Reduced 8.97%
6,461 $527,000
Q4 2020

Feb 11, 2021

BUY
$44.22 - $70.86 $89,324 - $143,137
2,020 Added 39.78%
7,098 $496,000
Q3 2020

Nov 04, 2020

BUY
$51.84 - $69.11 $20,891 - $27,851
403 Added 8.62%
5,078 $263,000
Q2 2020

Aug 06, 2020

SELL
$49.51 - $89.73 $5,495 - $9,960
-111 Reduced 2.32%
4,675 $336,000
Q1 2020

May 14, 2020

SELL
$42.09 - $112.2 $15,699 - $41,850
-373 Reduced 7.23%
4,786 $257,000
Q4 2019

Feb 07, 2020

SELL
$98.24 - $119.7 $75,644 - $92,169
-770 Reduced 12.99%
5,159 $575,000
Q3 2019

Nov 12, 2019

SELL
$94.06 - $105.06 $230,258 - $257,186
-2,448 Reduced 29.22%
5,929 $607,000
Q2 2019

Aug 12, 2019

SELL
$80.8 - $98.61 $114,978 - $140,322
-1,423 Reduced 14.52%
8,377 $784,000
Q1 2019

May 07, 2019

BUY
$86.9 - $98.89 $263,220 - $299,537
3,029 Added 44.73%
9,800 $933,000
Q4 2018

Feb 12, 2019

BUY
$78.5 - $118.47 $179,765 - $271,296
2,290 Added 51.1%
6,771 $583,000
Q3 2018

Nov 13, 2018

BUY
$109.36 - $123.34 $3,499 - $3,946
32 Added 0.72%
4,481 $450,000
Q2 2018

Aug 08, 2018

SELL
$94.95 - $121.87 $18,990 - $24,374
-200 Reduced 4.3%
4,449 $441,000
Q1 2018

May 15, 2018

BUY
$89.58 - $106.9 $69,066 - $82,419
771 Added 19.88%
4,649 $442,000
Q4 2017

Feb 14, 2018

BUY
$90.24 - $102.06 $6,677 - $7,552
74 Added 1.95%
3,878 $396,000
Q3 2017

Nov 15, 2017

BUY
$80.89 - $91.8 $45,217 - $51,316
559 Added 17.23%
3,804 $355,000
Q2 2017

Aug 14, 2017

BUY
N/A
3,245
3,245 $268,000

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 $64B
  • 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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