Kingsview Wealth Management, LLC Phillips 66 Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 40,514 shares of PSX stock, worth $4.64 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

40,514

Previous 40,299 0.53%

Holding current value

$4.64 Million

Previous $5.69 Million 6.4%

% of portfolio

0.12%

Previous 0.14%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$125.0 - $147.17 $26,875 - $31,641	215 Added 0.53%	40,514 $5.33 Million
Q2 2024 Aug 14, 2024	SELL	$135.85 - $172.71 $2.41 Million - $3.06 Million	-17,739 Reduced 30.56%	40,299 $5.69 Million
Q1 2024 May 09, 2024	BUY	$127.67 - $163.34 $2.61 Million - $3.34 Million	20,443 Added 54.38%	58,038 $9.48 Million
Q4 2023 Feb 08, 2024	SELL	$109.19 - $135.72 $19,326 - $24,022	-177 Reduced 0.47%	37,595 $5.01 Million
Q3 2023 Nov 07, 2023	BUY	$95.4 - $124.28 $445,899 - $580,884	4,674 Added 14.12%	37,772 $4.54 Million
Q2 2023 Aug 10, 2023	SELL	$90.81 - $106.46 $131,674 - $154,367	-1,450 Reduced 4.2%	33,098 $3.16 Million
Q1 2023 May 15, 2023	SELL	$93.54 - $111.49 $7,109 - $8,473	-76 Reduced 0.22%	34,548 $3.5 Million
Q4 2022 Feb 13, 2023	SELL	$84.58 - $112.31 $63,773 - $84,681	-754 Reduced 2.13%	34,624 $3.6 Million
Q3 2022 Nov 14, 2022	SELL	$74.16 - $93.57 $162,929 - $205,573	-2,197 Reduced 5.85%	35,378 $2.86 Million
Q2 2022 Aug 16, 2022	BUY	$81.02 - $110.25 $581,804 - $791,705	7,181 Added 23.63%	37,575 $3.08 Million
Q1 2022 Feb 08, 2024	SELL	$75.34 - $93.2 $20,191 - $24,977	-268 Reduced 0.71%	37,327 $3.22 Million
Q4 2021 Feb 17, 2022	SELL	$68.67 - $83.73 $113,717 - $138,656	-1,656 Reduced 5.17%	30,394 $2.2 Million
Q3 2021 Dec 03, 2021	BUY	$64.27 - $87.9 $23,715 - $32,435	369 Added 1.16%	32,050 $2.24 Million
Q2 2021 Aug 17, 2021	BUY	$74.95 - $92.56 $37,849 - $46,742	505 Added 1.62%	31,681 $2.76 Million
Q1 2021 May 24, 2021	BUY	$67.38 - $88.66 $45,616 - $60,022	677 Added 2.22%	31,176 $2.59 Million
Q4 2020 Feb 16, 2021	SELL	$44.22 - $70.86 $420,399 - $673,666	-9,507 Reduced 23.76%	30,499 $2.13 Million
Q3 2020 Nov 19, 2020	BUY	$51.84 - $69.11 $483,408 - $644,450	9,325 Added 30.39%	40,006 $2.07 Million
Q2 2020 Aug 14, 2020	SELL	$49.51 - $89.73 $31,537 - $57,158	-637 Reduced 2.03%	30,681 $2.21 Million
Q1 2020 May 11, 2020	BUY	$42.09 - $112.2 $88,809 - $236,742	2,110 Added 7.22%	31,318 $1.68 Million
Q4 2019 Jan 31, 2020	BUY	$98.24 - $119.7 $2.56 Million - $3.12 Million	26,052 Added 825.48%	29,208 $3.25 Million
Q4 2019 Jan 30, 2020	SELL	$98.24 - $119.7 $2.43 Million - $2.97 Million	-24,777 Reduced 88.7%	3,156 $319,000
Q3 2019 Jan 29, 2020	BUY	$94.06 - $105.06 $199,407 - $222,727	2,120 Added 8.21%	27,933 $2.86 Million
Q2 2019 Jan 29, 2020	BUY	$80.8 - $98.61 $91,546 - $111,725	1,133 Added 4.59%	25,813 $2.42 Million
Q1 2019 Jan 29, 2020	BUY	$86.9 - $98.89 $91,071 - $103,636	1,048 Added 4.43%	24,680 $2.35 Million
Q4 2018 Jan 29, 2020	BUY	$78.5 - $118.47 $11,147 - $16,822	142 Added 0.6%	23,632 $2.04 Million
Q3 2018 Jan 29, 2020	BUY	$109.36 - $123.34 $21,543 - $24,297	197 Added 0.85%	23,490 $2.65 Million
Q2 2018 Jan 29, 2020	BUY	$94.95 - $121.87 $3,798 - $4,874	40 Added 0.17%	23,293 $2.62 Million
Q1 2018 Jan 29, 2020	BUY	$89.58 - $106.9 $1.8 Million - $2.15 Million	20,097 Added 636.79%	23,253 $2.23 Million
Q4 2017 Jan 29, 2020	BUY	$90.24 - $102.06 $284,797 - $322,101	3,156	3,156 $319,000

Others Institutions Holding PSX

# of Institutions

1,961

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 $55B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC Phillips 66 Transaction History