A detailed history of Legacy Financial Advisors, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 6,906 shares of PSX stock, worth $770,571. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,906
Previous 6,822 1.23%
Holding current value
$770,571
Previous $963,000 5.82%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Nov 13, 2024

BUY
$125.0 - $147.17 $10,500 - $12,362
84 Added 1.23%
6,906 $907,000
Q2 2024

Aug 13, 2024

SELL
$135.85 - $172.71 $13,720 - $17,443
-101 Reduced 1.46%
6,822 $963,000
Q1 2024

May 14, 2024

BUY
$127.67 - $163.34 $55,536 - $71,052
435 Added 6.7%
6,923 $1.13 Million
Q4 2023

Feb 06, 2024

BUY
$109.19 - $135.72 $42,038 - $52,252
385 Added 6.31%
6,488 $863,000
Q3 2023

Nov 13, 2023

BUY
$95.4 - $124.28 $30,718 - $40,018
322 Added 5.57%
6,103 $733,000
Q2 2023

Aug 08, 2023

SELL
$90.81 - $106.46 $1,089 - $1,277
-12 Reduced 0.21%
5,781 $551,000
Q1 2023

May 03, 2023

SELL
$93.54 - $111.49 $2,525 - $3,010
-27 Reduced 0.46%
5,793 $587,000
Q4 2022

Feb 06, 2023

BUY
$84.58 - $112.31 $87,455 - $116,128
1,034 Added 21.6%
5,820 $605,000
Q3 2022

Nov 09, 2022

BUY
$74.16 - $93.57 $13,348 - $16,842
180 Added 3.91%
4,786 $386,000
Q2 2022

Aug 08, 2022

BUY
$81.02 - $110.25 $373,178 - $507,811
4,606 New
4,606 $378,000
Q2 2019

Aug 07, 2019

SELL
$80.8 - $98.61 $54,297 - $66,265
-672 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$86.9 - $98.89 $6,517 - $7,416
75 Added 12.56%
672 $64,000
Q4 2018

Jan 16, 2019

BUY
$78.5 - $118.47 $11,461 - $17,296
146 Added 32.37%
597 $51,000
Q3 2018

Oct 30, 2018

BUY
$109.36 - $123.34 $12,685 - $14,307
116 Added 34.63%
451 $50,000
Q2 2018

Jul 17, 2018

BUY
$94.95 - $121.87 $17,185 - $22,058
181 Added 117.53%
335 $38,000
Q4 2017

Feb 09, 2018

BUY
$90.24 - $102.06 $13,896 - $15,717
154
154 $15,000

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 $53.7B
  • 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
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