A detailed history of Merit Financial Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Merit Financial Group, LLC holds 4,168 shares of PSX stock, worth $540,839. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,168
Previous 7,205 42.15%
Holding current value
$540,839
Previous $1.02 Million 46.21%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 17, 2024

SELL
$125.0 - $147.17 $379,625 - $446,955
-3,037 Reduced 42.15%
4,168 $547,000
Q2 2024

Aug 13, 2024

BUY
$135.85 - $172.71 $350,357 - $445,419
2,579 Added 55.75%
7,205 $1.02 Million
Q1 2024

May 06, 2024

BUY
$127.67 - $163.34 $107,498 - $137,532
842 Added 22.25%
4,626 $755,000
Q4 2023

Feb 06, 2024

BUY
$109.19 - $135.72 $151,446 - $188,243
1,387 Added 57.86%
3,784 $503,000
Q3 2023

Nov 07, 2023

BUY
$95.4 - $124.28 $21,274 - $27,714
223 Added 10.26%
2,397 $287,000
Q2 2023

Aug 01, 2023

BUY
$90.81 - $106.46 $197,420 - $231,444
2,174 New
2,174 $207,000

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 $62.4B
  • 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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