Jfs Wealth Advisors, LLC Phillips 66 Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 547 shares of PSX stock, worth $70,978. This represents 0.0% of its overall portfolio holdings.

Number of Shares

547

Previous 690 20.72%

Holding current value

$70,978

Previous $97,000 26.8%

% of portfolio

0.0%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$125.0 - $147.17 $17,875 - $21,045	-143 Reduced 20.72%	547 $71,000
Q2 2024 Jul 15, 2024	SELL	$135.85 - $172.71 $11,275 - $14,334	-83 Reduced 10.74%	690 $97,000
Q1 2024 Apr 30, 2024	SELL	$127.67 - $163.34 $6,128 - $7,840	-48 Reduced 5.85%	773 $126,000
Q4 2023 Feb 07, 2024	BUY	$109.19 - $135.72 $4,367 - $5,428	40 Added 5.12%	821 $109,000
Q3 2023 Nov 02, 2023	BUY	$95.4 - $124.28 $5,914 - $7,705	62 Added 8.62%	781 $93,000
Q2 2023 Aug 07, 2023	BUY	$90.81 - $106.46 $181 - $212	2 Added 0.28%	719 $68,000
Q1 2023 Apr 19, 2023	SELL	$93.54 - $111.49 $748 - $891	-8 Reduced 1.1%	717 $72,000
Q4 2022 Feb 13, 2023	BUY	$84.58 - $112.31 $13,194 - $17,520	156 Added 27.42%	725 $75,000
Q3 2022 Oct 21, 2022	SELL	$74.16 - $93.57 $6,748 - $8,514	-91 Reduced 13.79%	569 $46,000
Q2 2022 Aug 02, 2022	BUY	$81.02 - $110.25 $7,129 - $9,702	88 Added 15.38%	660 $54,000
Q1 2022 May 02, 2022	BUY	$75.34 - $93.2 $5,801 - $7,176	77 Added 15.56%	572 $49,000
Q4 2021 Feb 03, 2022	BUY	$68.67 - $83.73 $3,433 - $4,186	50 Added 11.24%	495 $36,000
Q3 2021 Nov 09, 2021	BUY	$64.27 - $87.9 $12,854 - $17,580	200 Added 81.63%	445 $31,000
Q1 2021 Apr 28, 2021	SELL	$67.38 - $88.66 $5,929 - $7,802	-88 Reduced 26.43%	245 $20,000
Q4 2020 Feb 01, 2021	SELL	$44.22 - $70.86 $1,370 - $2,196	-31 Reduced 8.52%	333 $23,000
Q1 2020 Apr 29, 2020	BUY	$42.09 - $112.2 $1,978 - $5,273	47 Added 14.83%	364 $20,000
Q4 2019 Feb 03, 2020	BUY	$98.24 - $119.7 $11,297 - $13,765	115 Added 56.93%	317 $35,000
Q3 2019 Oct 31, 2019	SELL	$94.06 - $105.06 $1,504 - $1,680	-16 Reduced 7.34%	202 $21,000
Q1 2019 Apr 23, 2019	SELL	$86.9 - $98.89 $5,996 - $6,823	-69 Reduced 24.04%	218 $21,000
Q4 2018 Jan 28, 2019	SELL	$78.5 - $118.47 $1,099 - $1,658	-14 Reduced 4.65%	287 $25,000
Q2 2018 Jul 26, 2018	BUY	$94.95 - $121.87 $16,236 - $20,839	171 Added 131.54%	301 $34,000
Q4 2017 Jan 31, 2018	SELL	$90.24 - $102.06 $4,060 - $4,592	-45 Reduced 25.71%	130 $13,000
Q3 2017 Oct 20, 2017	BUY	$80.89 - $91.8 $14,155 - $16,065	175	175 $16,000

Others Institutions Holding PSX

# of Institutions

1,955

Shares Held

283M

Call Options Held

2.36M

Put Options Held

2.18M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $62.4B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Phillips 66 Transaction History