Loring Wolcott & Coolidge Fiduciary Advisors LLP Phillips 66 Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Phillips 66 stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 3,287 shares of PSX stock, worth $421,196. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,287

Previous 1,887 74.19%

Holding current value

$421,196

Previous $308,000 50.65%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$135.85 - $172.71 $190,190 - $241,794	1,400 Added 74.19%	3,287 $464,000
Q1 2024 Apr 23, 2024	SELL	$127.67 - $163.34 $212,187 - $271,471	-1,662 Reduced 46.83%	1,887 $308,000
Q3 2023 Nov 03, 2023	SELL	$95.4 - $124.28 $80,803 - $105,265	-847 Reduced 19.27%	3,549 $426,000
Q2 2023 Aug 01, 2023	BUY	$90.81 - $106.46 $73,919 - $86,658	814 Added 22.72%	4,396 $419,000
Q1 2023 May 02, 2023	BUY	$93.54 - $111.49 $3,086 - $3,679	33 Added 0.93%	3,582 $363,000
Q4 2022 Feb 14, 2023	SELL	$84.58 - $112.31 $97,267 - $129,156	-1,150 Reduced 24.47%	3,549 $380,000
Q2 2022 Jul 26, 2022	BUY	$81.02 - $110.25 $17,095 - $23,262	211 Added 4.7%	4,699 $385,000
Q1 2022 Apr 13, 2022	BUY	$75.34 - $93.2 $71,949 - $89,006	955 Added 27.03%	4,488 $388,000
Q4 2021 Feb 14, 2022	BUY	$68.67 - $83.73 $65,167 - $79,459	949 Added 36.73%	3,533 $256,000
Q3 2021 Nov 12, 2021	SELL	$64.27 - $87.9 $23,330 - $31,907	-363 Reduced 12.32%	2,584 $181,000
Q2 2021 Aug 13, 2021	BUY	$74.95 - $92.56 $20,911 - $25,824	279 Added 10.46%	2,947 $253,000
Q1 2021 Apr 14, 2021	BUY	$67.38 - $88.66 $5,659 - $7,447	84 Added 3.25%	2,668 $218,000
Q3 2020 Oct 15, 2020	SELL	$51.84 - $69.11 $7,776 - $10,366	-150 Reduced 5.49%	2,584 $134,000
Q4 2019 Jan 22, 2020	BUY	$98.24 - $119.7 $156,005 - $190,083	1,588 Added 138.57%	2,734 $305,000
Q3 2019 Nov 05, 2019	BUY	$94.06 - $105.06 $21,069 - $23,533	224 Added 24.3%	1,146 $117,000
Q2 2019 Aug 09, 2019	SELL	$80.8 - $98.61 $1,292 - $1,577	-16 Reduced 1.71%	922 $86,000
Q1 2019 Apr 08, 2019	BUY	$86.9 - $98.89 $1,390 - $1,582	16 Added 1.74%	938 $89,000
Q1 2018 Apr 20, 2018	SELL	$89.58 - $106.9 $25,709 - $30,680	-287 Reduced 23.74%	922 $88,000
Q3 2017 Oct 27, 2017	BUY	$80.89 - $91.8 $2,426 - $2,754	30 Added 2.54%	1,209 $111,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,179	1,179 $0

Others Institutions Holding PSX

# of Institutions

1,955

Shares Held

304M

Call Options Held

2.76M

Put Options Held

2.35M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $61.6B
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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Loring Wolcott & Coolidge Fiduciary Advisors LLP Phillips 66 Transaction History