A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 655 shares of PSX stock, worth $72,292. This represents 0.03% of its overall portfolio holdings.

Number of Shares
655
Previous 282 132.27%
Holding current value
$72,292
Previous $116,000 71.55%
% of portfolio
0.03%
Previous 0.08%

Shares

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

Oct 18, 2024

BUY
$125.0 - $147.17 $46,625 - $54,894
373 Added 132.27%
655 $199,000
Q2 2024

Jul 26, 2024

SELL
$135.85 - $172.71 $73,766 - $93,781
-543 Reduced 65.82%
282 $116,000
Q1 2024

Jul 26, 2024

BUY
$127.67 - $163.34 $63,579 - $81,343
498 Added 152.29%
825 $135,000
Q1 2024

May 03, 2024

SELL
$127.67 - $163.34 $63,451 - $81,179
-497 Reduced 60.32%
327 $135,000
Q4 2023

Feb 02, 2024

BUY
$109.19 - $135.72 $545 - $678
5 Added 0.61%
824 $110,000
Q3 2023

Nov 03, 2023

BUY
$95.4 - $124.28 $381 - $497
4 Added 0.49%
819 $98,000
Q2 2023

Aug 04, 2023

BUY
$90.81 - $106.46 $27,787 - $32,576
306 Added 60.12%
815 $77,000
Q1 2023

May 05, 2023

SELL
$93.54 - $111.49 $47,705 - $56,859
-510 Reduced 50.05%
509 $51,000
Q4 2022

Jan 30, 2023

BUY
$84.58 - $112.31 $761 - $1,010
9 Added 0.89%
1,019 $106,000
Q3 2022

Oct 31, 2022

BUY
$74.16 - $93.57 $74,901 - $94,505
1,010 New
1,010 $81,000

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 $53.1B
  • 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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