A detailed history of Larson Financial Group LLC transactions in Phillips 66 stock. As of the latest transaction made, Larson Financial Group LLC holds 3,869 shares of PSX stock, worth $472,288. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,869
Previous 1,270 204.65%
Holding current value
$472,288
Previous $207,000 163.77%
% of portfolio
0.04%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $58.7B
  • 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

Track Larson Financial Group LLC Portfolio

Follow Larson Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Larson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Larson Financial Group LLC with notifications on news.