A detailed history of Lake Street Financial LLC transactions in Phillips 66 stock. As of the latest transaction made, Lake Street Financial LLC holds 6,539 shares of PSX stock, worth $918,533. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,539
Previous 7,323 10.71%
Holding current value
$918,533
Previous $974,000 9.65%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Apr 19, 2024

SELL
$127.67 - $163.34 $100,093 - $128,058
-784 Reduced 10.71%
6,539 $1.07 Million
Q4 2023

Jan 10, 2024

BUY
$109.19 - $135.72 $799,598 - $993,877
7,323 New
7,323 $974,000
Q3 2022

Oct 21, 2022

BUY
$74.16 - $93.57 $74 - $93
1 Added 0.04%
2,763 $223,000
Q2 2022

Jul 12, 2022

BUY
$81.02 - $110.25 $223,777 - $304,510
2,762 New
2,762 $226,000

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 $67.6B
  • 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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