Kovitz Investment Group Partners, LLC Phillips 66 Transaction History

Kovitz Investment Group Partners, LLC

  • $6.71 Billion
  • Q1 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 21,243 shares of PSX stock, worth $2.98 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,243
Previous 5,090 317.35%
Holding current value
$2.98 Million
Previous $677,000 412.41%
% of portfolio
0.05%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$127.67 - $163.34 $2.06 Million - $2.64 Million
16,153 Added 317.35%
21,243 $3.47 Million
Q4 2023

Feb 07, 2024
BUY
$109.19 - $135.72 $303,002 - $376,623
2,775 Added 119.87%
5,090 $677,000
Q3 2023

Nov 09, 2023
SELL
$95.4 - $124.28 $2,385 - $3,107
-25 Reduced 1.07%
2,315 $278,000
Q2 2023

Aug 08, 2023
BUY
$90.81 - $106.46 $212,495 - $249,116
2,340 New
2,340 $223,000
Q1 2020

May 15, 2020
SELL
$42.09 - $112.2 $256,412 - $683,522
-6,092 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$98.24 - $119.7 $5,010 - $6,104
51 Added 0.84%
6,092 $679,000
Q3 2019

Nov 14, 2019
BUY
$94.06 - $105.06 $4,703 - $5,253
50 Added 0.83%
6,041 $619,000
Q2 2019

Aug 14, 2019
SELL
$80.8 - $98.61 $56,560 - $69,027
-700 Reduced 10.46%
5,991 $560,000
Q1 2019

May 15, 2019
BUY
$86.9 - $98.89 $581,447 - $661,672
6,691 New
6,691 $638,000
Q4 2018

Feb 14, 2019
SELL
$78.5 - $118.47 $153,075 - $231,016
-1,950 Closed
0 $0
Q3 2018

Nov 14, 2018
SELL
$109.36 - $123.34 $2,187 - $2,466
-20 Reduced 1.02%
1,950 $220,000
Q2 2018

Aug 14, 2018
BUY
$94.95 - $121.87 $187,051 - $240,083
1,970 New
1,970 $221,000
Q1 2018

May 15, 2018
SELL
$89.58 - $106.9 $264,888 - $316,103
-2,957 Closed
0 $0
Q4 2017

Feb 14, 2018
SELL
$90.24 - $102.06 $18,048 - $20,412
-200 Reduced 6.34%
2,957 $299,000
Q3 2017

Nov 14, 2017
BUY
$80.89 - $91.8 $255,369 - $289,812
3,157
3,157 $289,000

Others Institutions Holding PSX

# of Institutions
2,032
Shares Held
307M
Call Options Held
3.28M
Put Options Held
2.89M
View Full List

About Phillips 66

PSX Quotes by TradingView
  • 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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