Mitchell & Pahl Private Wealth, LLC Phillips 66 Transaction History

Mitchell & Pahl Private Wealth, LLC

$207 Million
Q1 2025

A detailed history of Mitchell & Pahl Private Wealth, LLC transactions in Phillips 66 stock. As of the latest transaction made, Mitchell & Pahl Private Wealth, LLC holds 19,392 shares of PSX stock, worth $2.42 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

19,392

Previous 19,436 0.23%

Holding current value

$2.42 Million

Previous $2.21 Million 8.13%

% of portfolio

1.16%

Previous 1.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$113.93 - $131.55 $5,012 - $5,788	-44 Reduced 0.23%	19,392 $2.39 Million
Q4 2024 Jan 16, 2025	BUY	$110.35 - $138.93 $113,550 - $142,958	1,029 Added 5.59%	19,436 $2.21 Million
Q3 2024 Oct 16, 2024	BUY	$125.0 - $147.17 $70,000 - $82,415	560 Added 3.14%	18,407 $2.42 Million
Q2 2024 Jul 12, 2024	BUY	$135.85 - $172.71 $10,052 - $12,780	74 Added 0.42%	17,847 $2.52 Million
Q1 2024 Apr 26, 2024	SELL	$127.67 - $163.34 $31,023 - $39,691	-243 Reduced 1.35%	17,773 $2.9 Million
Q4 2023 Feb 08, 2024	SELL	$109.19 - $135.72 $61,583 - $76,546	-564 Reduced 3.04%	18,016 $2.4 Million
Q3 2023 Oct 31, 2023	BUY	$95.4 - $124.28 $77,655 - $101,163	814 Added 4.58%	18,580 $2.23 Million
Q2 2023 Aug 07, 2023	BUY	$90.81 - $106.46 $46,222 - $54,188	509 Added 2.95%	17,766 $1.69 Million
Q1 2023 May 05, 2023	BUY	$93.54 - $111.49 $22,168 - $26,423	237 Added 1.39%	17,257 $1.75 Million
Q4 2022 Feb 09, 2023	BUY	$84.58 - $112.31 $60,897 - $80,863	720 Added 4.42%	17,020 $1.77 Million
Q3 2022 Nov 01, 2022	BUY	$74.16 - $93.57 $51,096 - $64,469	689 Added 4.41%	16,300 $1.32 Million
Q2 2022 Jul 25, 2022	BUY	$81.02 - $110.25 $48,530 - $66,039	599 Added 3.99%	15,611 $1.28 Million
Q1 2022 Apr 14, 2022	BUY	$75.34 - $93.2 $162,056 - $200,473	2,151 Added 16.72%	15,012 $1.3 Million
Q4 2021 Jan 19, 2022	BUY	$68.67 - $83.73 $8,858 - $10,801	129 Added 1.01%	12,861 $932,000
Q3 2021 Nov 03, 2021	BUY	$64.27 - $87.9 $17,160 - $23,469	267 Added 2.14%	12,732 $892,000
Q2 2021 Jul 14, 2021	BUY	$74.95 - $92.56 $45,719 - $56,461	610 Added 5.15%	12,465 $1.07 Million
Q1 2021 Apr 29, 2021	BUY	$67.38 - $88.66 $98,442 - $129,532	1,461 Added 14.06%	11,855 $967,000
Q4 2020 Feb 09, 2021	BUY	$44.22 - $70.86 $459,622 - $736,518	10,394 New	10,394 $727,000

Others Institutions Holding PSX

# of Institutions

2,027

Shares Held

299M

Call Options Held

3.07M

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 $60B
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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Mitchell & Pahl Private Wealth, LLC Phillips 66 Transaction History