A detailed history of Lebenthal Global Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Lebenthal Global Advisors, LLC holds 3,813 shares of PSX stock, worth $508,158. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,813
Previous 3,367 13.25%
Holding current value
$508,158
Previous $475,000 5.47%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 28, 2024

BUY
$125.0 - $147.17 $55,750 - $65,637
446 Added 13.25%
3,813 $501,000
Q2 2024

Jul 24, 2024

BUY
$135.85 - $172.71 $70,642 - $89,809
520 Added 18.26%
3,367 $475,000
Q1 2024

May 09, 2024

SELL
$127.67 - $163.34 $4,213 - $5,390
-33 Reduced 1.15%
2,847 $465,000
Q4 2023

Feb 07, 2024

BUY
$109.19 - $135.72 $314,467 - $390,873
2,880 New
2,880 $383,000

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
Track This Portfolio

Track Lebenthal Global Advisors, LLC Portfolio

Follow Lebenthal Global Advisors, 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 Lebenthal Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lebenthal Global Advisors, LLC with notifications on news.