Larson Financial Group LLC Phillips 66 Transaction History

Larson Financial Group LLC

$2.12 Billion
Q1 2025

A detailed history of Larson Financial Group LLC transactions in Phillips 66 stock. As of the latest transaction made, Larson Financial Group LLC holds 6,446 shares of PSX stock, worth $801,882. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,446

Previous 5,133 25.58%

Holding current value

$801,882

Previous $584,000 36.13%

% of portfolio

0.04%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$113.93 - $131.55 $149,590 - $172,725	1,313 Added 25.58%	6,446 $795,000
Q4 2024 Feb 07, 2025	BUY	$110.35 - $138.93 $66,210 - $83,358	600 Added 13.24%	5,133 $584,000
Q3 2024 Nov 12, 2024	BUY	$125.0 - $147.17 $83,000 - $97,720	664 Added 17.16%	4,533 $595,000
Q2 2024 Aug 02, 2024	BUY	$135.85 - $172.71 $353,074 - $448,873	2,599 Added 204.65%	3,869 $546,000
Q1 2024 May 03, 2024	BUY	$127.67 - $163.34 $40,471 - $51,778	317 Added 33.26%	1,270 $207,000
Q4 2023 Feb 01, 2024	SELL	$109.19 - $135.72 $3,930 - $4,885	-36 Reduced 3.64%	953 $126,000
Q3 2023 Nov 03, 2023	SELL	$95.4 - $124.28 $3,816 - $4,971	-40 Reduced 3.89%	989 $118,000
Q2 2023 Aug 03, 2023	SELL	$90.81 - $106.46 $817 - $958	-9 Reduced 0.87%	1,029 $98,000
Q1 2023 May 04, 2023	BUY	$93.54 - $111.49 $3,554 - $4,236	38 Added 3.8%	1,038 $105,000
Q4 2022 Feb 03, 2023	SELL	$84.58 - $112.31 $3,214 - $4,267	-38 Reduced 3.66%	1,000 $104,000
Q3 2022 Nov 03, 2022	BUY	$74.16 - $93.57 $43,531 - $54,925	587 Added 130.16%	1,038 $84,000
Q2 2022 Aug 04, 2022	SELL	$81.02 - $110.25 $2,025 - $2,756	-25 Reduced 5.25%	451 $37,000
Q1 2022 May 05, 2022	SELL	$75.34 - $93.2 $4,068 - $5,032	-54 Reduced 10.19%	476 $41,000
Q4 2021 Feb 03, 2022	BUY	$68.67 - $83.73 $9,270 - $11,303	135 Added 34.18%	530 $38,000
Q3 2021 Nov 04, 2021	BUY	$64.27 - $87.9 $257 - $351	4 Added 1.02%	395 $28,000
Q2 2021 Aug 10, 2021	BUY	$74.95 - $92.56 $149 - $185	2 Added 0.51%	391 $34,000
Q1 2021 May 06, 2021	BUY	$67.38 - $88.66 $14,486 - $19,061	215 Added 123.56%	389 $32,000
Q4 2020 Jan 14, 2021	BUY	$44.22 - $70.86 $1,680 - $2,692	38 Added 27.94%	174 $12,000
Q1 2020 Apr 09, 2020	SELL	$42.09 - $112.2 $6,439 - $17,166	-153 Reduced 52.94%	136 $7,000
Q4 2019 Jan 10, 2020	SELL	$98.24 - $119.7 $14,539 - $17,715	-148 Reduced 33.87%	289 $32,000
Q3 2019 Oct 11, 2019	BUY	$94.06 - $105.06 $28,312 - $31,623	301 Added 221.32%	437 $45,000
Q1 2019 Apr 05, 2019	BUY	$86.9 - $98.89 $86 - $98	1 Added 0.74%	136 $13,000
Q4 2018 Feb 07, 2019	BUY	$78.5 - $118.47 $10,597 - $15,993	135 New	135 $12,000

Others Institutions Holding PSX

# of Institutions

2,028

Shares Held

300M

Call Options Held

3.3M

Put Options Held

2.78M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $59.8B
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 ...

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Larson Financial Group LLC Phillips 66 Transaction History