A detailed history of Moller Financial Services transactions in Phillips 66 stock. As of the latest transaction made, Moller Financial Services holds 2,408 shares of PSX stock, worth $308,561. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,408
Previous 2,568 6.23%
Holding current value
$308,561
Previous $419,000 19.09%
% of portfolio
0.09%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 01, 2024

SELL
$135.85 - $172.71 $21,736 - $27,633
-160 Reduced 6.23%
2,408 $339,000
Q1 2022

Apr 14, 2022

BUY
$75.34 - $93.2 $193,473 - $239,337
2,568 New
2,568 $222,000
Q3 2021

Oct 20, 2021

SELL
$64.27 - $87.9 $152,191 - $208,147
-2,368 Closed
0 $0
Q2 2021

Jul 22, 2021

BUY
$74.95 - $92.56 $177,481 - $219,182
2,368 New
2,368 $203,000
Q1 2020

Apr 20, 2020

SELL
$42.09 - $112.2 $99,669 - $265,689
-2,368 Closed
0 $0
Q2 2019

Jul 19, 2019

SELL
$80.8 - $98.61 $191,334 - $233,508
-2,368 Reduced 50.0%
2,368 $222,000
Q1 2019

Apr 16, 2019

BUY
$86.9 - $98.89 $205,779 - $234,171
2,368 Added 100.0%
4,736 $445,000
Q2 2018

Aug 02, 2018

SELL
$94.95 - $121.87 $43,487 - $55,816
-458 Reduced 16.21%
2,368 $266,000
Q4 2017

Jan 19, 2018

SELL
$90.24 - $102.06 $255,018 - $288,421
-2,826 Reduced 50.0%
2,826 $286,000
Q3 2017

Oct 26, 2017

BUY
$80.89 - $91.8 $457,190 - $518,853
5,652
5,652 $0

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 $61.6B
  • 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
Track This Portfolio

Track Moller Financial Services Portfolio

Follow Moller Financial Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moller Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on Moller Financial Services with notifications on news.