Mayflower Financial Advisors, LLC Phillips 66 Transaction History

Mayflower Financial Advisors, LLC

$629 Million
Q3 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 3,402 shares of PSX stock, worth $375,478. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,402

Previous 3,401 0.03%

Holding current value

$375,478

Previous $480,000 6.88%

% of portfolio

0.07%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$125.0 - $147.17 $125 - $147	1 Added 0.03%	3,402 $447,000
Q2 2024 Aug 02, 2024	BUY	$135.85 - $172.71 $3,532 - $4,490	26 Added 0.77%	3,401 $480,000
Q1 2024 Apr 29, 2024	SELL	$127.67 - $163.34 $19,405 - $24,827	-152 Reduced 4.31%	3,375 $551,000
Q4 2023 Jan 22, 2024	SELL	$109.19 - $135.72 $43,785 - $54,423	-401 Reduced 10.21%	3,527 $469,000
Q3 2023 Oct 12, 2023	SELL	$95.4 - $124.28 $7,822 - $10,190	-82 Reduced 2.04%	3,928 $471,000
Q2 2023 Jul 13, 2023	SELL	$90.81 - $106.46 $7,083 - $8,303	-78 Reduced 1.91%	4,010 $382,000
Q1 2023 Apr 12, 2023	BUY	$93.54 - $111.49 $187 - $222	2 Added 0.05%	4,088 $414,000
Q4 2022 Jan 25, 2023	BUY	$84.58 - $112.31 $345,593 - $458,898	4,086 New	4,086 $0
Q3 2022 Oct 19, 2022	SELL	$74.16 - $93.57 $849,799 - $1.07 Million	-11,459 Reduced 72.89%	4,263 $344,000
Q3 2022 Oct 17, 2022	BUY	$74.16 - $93.57 $872,640 - $1.1 Million	11,767 Added 297.52%	15,722 $1.27 Million
Q2 2022 Jul 15, 2022	BUY	$81.02 - $110.25 $7,777 - $10,584	96 Added 2.49%	3,955 $324,000
Q1 2022 Apr 21, 2022	BUY	$75.34 - $93.2 $21,999 - $27,214	292 Added 8.19%	3,859 $333,000
Q4 2021 Jan 21, 2022	SELL	$68.67 - $83.73 $48,481 - $59,113	-706 Reduced 16.52%	3,567 $258,000
Q3 2021 Oct 26, 2021	BUY	$64.27 - $87.9 $49,423 - $67,595	769 Added 21.95%	4,273 $354,000
Q2 2021 Jul 29, 2021	BUY	$74.95 - $92.56 $77,948 - $96,262	1,040 Added 42.21%	3,504 $301,000
Q1 2021 Apr 23, 2021	BUY	$67.38 - $88.66 $166,024 - $218,458	2,464 New	2,464 $201,000

Others Institutions Holding PSX

# of Institutions

1,961

Shares Held

282M

Call Options Held

2.55M

Put Options Held

2.36M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $53.1B
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 ...

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Mayflower Financial Advisors, LLC Phillips 66 Transaction History