A detailed history of Kelly Financial Services LLC transactions in Phillips 66 stock. As of the latest transaction made, Kelly Financial Services LLC holds 637 shares of PSX stock, worth $81,727. This represents 0.03% of its overall portfolio holdings.

Number of Shares
637
Previous 522 22.03%
Holding current value
$81,727
Previous $85,000 4.71%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$135.85 - $172.71 $15,622 - $19,861
115 Added 22.03%
637 $89,000
Q1 2024

Jul 17, 2024

BUY
$127.67 - $163.34 $255 - $326
2 Added 0.38%
522 $85,000
Q4 2023

Jul 17, 2024

BUY
$109.19 - $135.72 $13,430 - $16,693
123 Added 30.98%
520 $69.2 Million
Q3 2023

Jul 17, 2024

BUY
$95.4 - $124.28 $1,335 - $1,739
14 Added 3.66%
397 $47.7 Million
Q2 2023

Jul 17, 2024

BUY
$90.81 - $106.46 $20,704 - $24,272
228 Added 147.1%
383 $36.5 Million
Q1 2023

Jul 17, 2024

BUY
$93.54 - $111.49 $8,044 - $9,588
86 Added 124.64%
155 $15.7 Million
Q3 2021

Jul 17, 2024

SELL
$64.27 - $87.9 $376,172 - $514,478
-5,853 Reduced 98.83%
69 $4.83 Million
Q2 2021

Jul 17, 2024

BUY
$74.95 - $92.56 $434,485 - $536,570
5,797 Added 4637.6%
5,922 $69,000
Q1 2019

Jul 17, 2024

BUY
$86.9 - $98.89 $10,862 - $12,361
125 New
125 $11.9 Million

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 $61.7B
  • 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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