Jnba Financial Advisors Phillips 66 Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

A detailed history of Jnba Financial Advisors transactions in Phillips 66 stock. As of the latest transaction made, Jnba Financial Advisors holds 655 shares of PSX stock, worth $86,073. This represents 0.01% of its overall portfolio holdings.

Number of Shares

655

Previous 673 2.67%

Holding current value

$86,073

Previous $95,000 9.47%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$125.0 - $147.17 $2,250 - $2,649	-18 Reduced 2.67%	655 $86,000
Q2 2024 Jul 22, 2024	SELL	$135.85 - $172.71 $22,551 - $28,669	-166 Reduced 19.79%	673 $95,000
Q1 2024 Apr 26, 2024	SELL	$127.67 - $163.34 $57,451 - $73,503	-450 Reduced 34.91%	839 $137,000
Q4 2023 Feb 07, 2024	SELL	$109.19 - $135.72 $655 - $814	-6 Reduced 0.46%	1,289 $171,000
Q3 2023 Nov 02, 2023	SELL	$95.4 - $124.28 $5,724 - $7,456	-60 Reduced 4.43%	1,295 $155,000
Q2 2023 Aug 03, 2023	SELL	$90.81 - $106.46 $454 - $532	-5 Reduced 0.37%	1,355 $129,000
Q1 2023 May 01, 2023	BUY	$93.54 - $111.49 $467 - $557	5 Added 0.37%	1,360 $137,000
Q4 2022 Feb 06, 2023	BUY	$84.58 - $112.31 $3,552 - $4,717	42 Added 3.2%	1,355 $141,000
Q2 2022 Jul 22, 2022	SELL	$81.02 - $110.25 $2,349 - $3,197	-29 Reduced 2.16%	1,313 $108,000
Q1 2022 Apr 29, 2022	SELL	$75.34 - $93.2 $75 - $93	-1 Reduced 0.07%	1,342 $116,000
Q4 2021 Feb 03, 2022	BUY	$68.67 - $83.73 $3,845 - $4,688	56 Added 4.35%	1,343 $97,000
Q3 2021 Nov 10, 2021	SELL	$64.27 - $87.9 $82,715 - $113,127	-1,287 Reduced 50.0%	1,287 $90,000
Q2 2021 Aug 04, 2021	SELL	$74.95 - $92.56 $9,593 - $11,847	-128 Reduced 4.74%	2,574 $221,000
Q1 2021 May 03, 2021	BUY	$67.38 - $88.66 $121,755 - $160,208	1,807 Added 201.9%	2,702 $220,000
Q2 2020 Jul 24, 2020	BUY	$49.51 - $89.73 $792 - $1,435	16 Added 1.82%	895 $64,000
Q1 2020 May 01, 2020	BUY	$42.09 - $112.2 $841 - $2,244	20 Added 2.33%	879 $47,000
Q4 2019 Feb 10, 2020	BUY	$98.24 - $119.7 $6,189 - $7,541	63 Added 7.91%	859 $96,000
Q3 2019 Nov 01, 2019	BUY	$94.06 - $105.06 $4,044 - $4,517	43 Added 5.71%	796 $82,000
Q4 2018 Feb 07, 2019	SELL	$78.5 - $118.47 $2.81 Million - $4.25 Million	-35,847 Reduced 97.94%	753 $65,000
Q3 2018 Nov 01, 2018	BUY	$109.36 - $123.34 $3.91 Million - $4.41 Million	35,747 Added 4190.74%	36,600 $4.13 Million
Q1 2018 May 07, 2018	SELL	$89.58 - $106.9 $8,958 - $10,690	-100 Reduced 10.49%	853 $853,000
Q2 2017 Aug 14, 2017	BUY	N/A	953	953 $79,000

Others Institutions Holding PSX

# of Institutions

1,956

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 $63.2B
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 ...

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Jnba Financial Advisors Phillips 66 Transaction History