A detailed history of Key Client Fiduciary Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 1,672 shares of PSX stock, worth $222,827. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,672
Previous 1,651 1.27%
Holding current value
$222,827
Previous $233,000 6.01%
% of portfolio
0.11%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$125.0 - $147.17 $2,625 - $3,090
21 Added 1.27%
1,672 $219,000
Q2 2024

Jul 16, 2024

SELL
$135.85 - $172.71 $19,562 - $24,870
-144 Reduced 8.02%
1,651 $233,000
Q1 2024

Apr 15, 2024

BUY
$127.67 - $163.34 $229,167 - $293,195
1,795 New
1,795 $293,000

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
Track This Portfolio

Track Key Client Fiduciary Advisors, LLC Portfolio

Follow Key Client Fiduciary Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.