A detailed history of Karpas Strategies, LLC transactions in Phillips 66 stock. As of the latest transaction made, Karpas Strategies, LLC holds 8,903 shares of PSX stock, worth $1.25 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
8,903
Previous 8,903 -0.0%
Holding current value
$1.25 Million
Previous $1.19 Million 22.7%
% of portfolio
0.55%
Previous 0.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 07, 2022

BUY
$68.67 - $83.73 $112,687 - $137,400
1,641 Added 22.6%
8,903 $645,000
Q1 2021

May 05, 2021

SELL
$67.38 - $88.66 $13,476 - $17,732
-200 Reduced 2.68%
7,262 $592,000
Q4 2020

Jan 27, 2021

SELL
$44.22 - $70.86 $11,806 - $18,919
-267 Reduced 3.45%
7,462 $522,000
Q1 2020

Apr 22, 2020

SELL
$42.09 - $112.2 $7,029 - $18,737
-167 Reduced 2.11%
7,729 $415,000
Q3 2017

Nov 08, 2017

BUY
$80.89 - $91.8 $638,707 - $724,852
7,896
7,896 $723,000

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 $67.5B
  • 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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