A detailed history of Ivc Wealth Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 2,735 shares of PSX stock, worth $378,524. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,735
Previous 2,747 0.44%
Holding current value
$378,524
Previous $365,000 22.19%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Apr 19, 2024

SELL
$127.67 - $163.34 $1,532 - $1,960
-12 Reduced 0.44%
2,735 $446,000
Q4 2023

Jan 10, 2024

SELL
$109.19 - $135.72 $7,424 - $9,228
-68 Reduced 2.42%
2,747 $365,000
Q3 2023

Oct 05, 2023

BUY
$95.4 - $124.28 $1,240 - $1,615
13 Added 0.46%
2,815 $338,000
Q2 2023

Jul 13, 2023

SELL
$90.81 - $106.46 $726 - $851
-8 Reduced 0.28%
2,802 $267,000
Q1 2023

Apr 13, 2023

SELL
$93.54 - $111.49 $467 - $557
-5 Reduced 0.18%
2,810 $284,000
Q4 2022

Jan 17, 2023

BUY
$84.58 - $112.31 $5,751 - $7,637
68 Added 2.48%
2,815 $0
Q3 2022

Oct 12, 2022

BUY
$74.16 - $93.57 $815 - $1,029
11 Added 0.4%
2,747 $222,000
Q2 2022

Jul 11, 2022

BUY
$81.02 - $110.25 $405 - $551
5 Added 0.18%
2,736 $224,000
Q1 2022

Apr 27, 2022

BUY
$75.34 - $93.2 $205,753 - $254,529
2,731 New
2,731 $236,000

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 $66.6B
  • 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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