A detailed history of Lake Street Advisors Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 3,121 shares of PSX stock, worth $415,935. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,121
Previous 3,179 1.82%
Holding current value
$415,935
Previous $448,000 8.48%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2024

SELL
$125.0 - $147.17 $7,250 - $8,535
-58 Reduced 1.82%
3,121 $410,000
Q2 2024

Aug 05, 2024

SELL
$135.85 - $172.71 $6,656 - $8,462
-49 Reduced 1.52%
3,179 $448,000
Q1 2024

May 13, 2024

BUY
$127.67 - $163.34 $110,179 - $140,962
863 Added 36.49%
3,228 $527,000
Q4 2023

May 30, 2024

BUY
$109.19 - $135.72 $7,206 - $8,957
66 Added 2.04%
3,294 $438,000
Q4 2023

Feb 13, 2024

BUY
$109.19 - $135.72 $258,234 - $320,977
2,365 New
2,365 $314,000
Q1 2020

May 14, 2020

SELL
$42.09 - $112.2 $122,566 - $326,726
-2,912 Closed
0 $0
Q4 2019

Feb 12, 2020

BUY
$98.24 - $119.7 $29,864 - $36,388
304 Added 11.66%
2,912 $324,000
Q3 2019

Nov 14, 2019

BUY
$94.06 - $105.06 $41,574 - $46,436
442 Added 20.41%
2,608 $249,000
Q2 2019

Aug 14, 2019

BUY
$80.8 - $98.61 $5,009 - $6,113
62 Added 2.95%
2,166 $203,000
Q1 2019

May 15, 2019

BUY
$86.9 - $98.89 $182,837 - $208,064
2,104 New
2,104 $200,000
Q3 2018

Nov 14, 2018

SELL
$109.36 - $123.34 $291,444 - $328,701
-2,665 Closed
0 $0
Q2 2018

Aug 15, 2018

SELL
$94.95 - $121.87 $5,886 - $7,555
-62 Reduced 2.27%
2,665 $299,000
Q1 2018

May 14, 2018

BUY
$89.58 - $106.9 $8,599 - $10,262
96 Added 3.65%
2,727 $262,000
Q4 2017

Feb 15, 2018

BUY
$90.24 - $102.06 $237,421 - $268,519
2,631
2,631 $266,000

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
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