A detailed history of John G Ullman & Associates Inc transactions in Phillips 66 stock. As of the latest transaction made, John G Ullman & Associates Inc holds 3,950 shares of PSX stock, worth $526,416. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,950
Previous 3,950 -0.0%
Holding current value
$526,416
Previous $557,000 6.82%
% of portfolio
0.08%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 05, 2023

SELL
$93.54 - $111.49 $7,296 - $8,696
-78 Reduced 1.94%
3,950 $400,000
Q4 2022

Feb 08, 2023

BUY
$84.58 - $112.31 $1,522 - $2,021
18 Added 0.45%
4,028 $419,000
Q3 2022

Oct 19, 2022

SELL
$74.16 - $93.57 $1,483 - $1,871
-20 Reduced 0.5%
4,010 $324,000
Q1 2022

Apr 29, 2022

BUY
$75.34 - $93.2 $1,506 - $1,864
20 Added 0.5%
4,030 $348,000
Q1 2021

Apr 22, 2021

SELL
$67.38 - $88.66 $13,476 - $17,732
-200 Reduced 4.75%
4,010 $327,000
Q4 2020

Feb 05, 2021

SELL
$44.22 - $70.86 $44,220 - $70,860
-1,000 Reduced 19.19%
4,210 $294,000
Q3 2020

Nov 06, 2020

BUY
$51.84 - $69.11 $270,086 - $360,063
5,210 New
5,210 $270,000
Q1 2020

Apr 14, 2020

SELL
$42.09 - $112.2 $181,407 - $483,582
-4,310 Closed
0 $0
Q4 2019

Jan 29, 2020

SELL
$98.24 - $119.7 $27,016 - $32,917
-275 Reduced 6.0%
4,310 $480,000
Q4 2018

Jan 29, 2019

SELL
$78.5 - $118.47 $4,082 - $6,160
-52 Reduced 1.12%
4,585 $395,000
Q2 2018

Jul 23, 2018

BUY
$94.95 - $121.87 $4,937 - $6,337
52 Added 1.13%
4,637 $521,000
Q3 2017

Nov 03, 2017

BUY
$80.89 - $91.8 $370,880 - $420,903
4,585
4,585 $420,000

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 $64.1B
  • 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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