Loring Wolcott & Coolidge Fiduciary Advisors LLP Phillips 66 Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 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 $438,058. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,287
Previous 3,287 -0.0%
Holding current value
$438,058
Previous $464,000 6.9%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,956
Shares Held
282M
Call Options Held
2.55M
Put Options Held
2.36M
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 $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
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