Lbmc Investment Advisors, LLC Phillips 66 Transaction History

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q1 2025

A detailed history of Lbmc Investment Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 2,488 shares of PSX stock, worth $310,552. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,488
Previous 2,385 4.32%
Holding current value
$310,552
Previous $271,000 13.28%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$113.93 - $131.55 $11,734 - $13,549
103 Added 4.32%
2,488 $307,000
Q4 2024

Jan 16, 2025
BUY
$110.35 - $138.93 $110 - $138
1 Added 0.04%
2,385 $271,000
Q3 2024

Oct 08, 2024
BUY
$125.0 - $147.17 $125 - $147
1 Added 0.04%
2,384 $313,000
Q2 2024

Jul 11, 2024
BUY
$135.85 - $172.71 $135 - $172
1 Added 0.04%
2,383 $336,000
Q1 2024

Apr 12, 2024
SELL
$127.67 - $163.34 $48,131 - $61,579
-377 Reduced 13.66%
2,382 $389,000
Q4 2023

Jan 16, 2024
BUY
$109.19 - $135.72 $109 - $135
1 Added 0.04%
2,759 $367,000
Q3 2023

Oct 05, 2023
BUY
$95.4 - $124.28 $95 - $124
1 Added 0.04%
2,758 $331,000
Q2 2023

Jul 17, 2023
BUY
$90.81 - $106.46 $90 - $106
1 Added 0.04%
2,757 $262,000
Q1 2023

Apr 10, 2023
BUY
$93.54 - $111.49 $93 - $111
1 Added 0.04%
2,756 $279,000
Q4 2022

Jan 10, 2023
BUY
$84.58 - $112.31 $84 - $112
1 Added 0.04%
2,755 $0
Q3 2022

Oct 07, 2022
BUY
$74.16 - $93.57 $74 - $93
1 Added 0.04%
2,754 $222,000
Q2 2022

Jul 07, 2022
BUY
$81.02 - $110.25 $81 - $110
1 Added 0.04%
2,753 $226,000
Q1 2022

Apr 11, 2022
BUY
$75.34 - $93.2 $207,335 - $256,486
2,752 New
2,752 $238,000
Q3 2021

Nov 15, 2021
SELL
$64.27 - $87.9 $176,678 - $241,637
-2,749 Closed
0 $0
Q2 2021

Aug 02, 2021
BUY
$74.95 - $92.56 $206,037 - $254,447
2,749 New
2,749 $236,000
Q1 2020

Apr 21, 2020
SELL
$42.09 - $112.2 $85,947 - $229,112
-2,042 Closed
0 $0
Q4 2019

Jan 22, 2020
BUY
$98.24 - $119.7 $98 - $119
1 Added 0.05%
2,042 $227,000
Q3 2019

Oct 24, 2019
BUY
$94.06 - $105.06 $191,976 - $214,427
2,041 New
2,041 $209,000
Q1 2019

Apr 26, 2019
SELL
$86.9 - $98.89 $206,213 - $234,665
-2,373 Closed
0 $0
Q4 2018

Feb 01, 2019
SELL
$78.5 - $118.47 $18,683 - $28,195
-238 Reduced 9.12%
2,373 $204,000
Q3 2018

Nov 08, 2018
BUY
$109.36 - $123.34 $218 - $246
2 Added 0.08%
2,611 $294,000
Q2 2018

Aug 03, 2018
BUY
$94.95 - $121.87 $247,724 - $317,958
2,609 New
2,609 $293,000

Others Institutions Holding PSX

# of Institutions
2,027
Shares Held
299M
Call Options Held
3.07M
Put Options Held
2.35M
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 $60B
  • 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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