A detailed history of Moneta Group Investment Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 10,290 shares of PSX stock, worth $1.42 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,290
Previous 11,175 7.92%
Holding current value
$1.42 Million
Previous $1.34 Million 2.09%
% of portfolio
0.03%
Previous 0.03%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024

SELL
$109.19 - $135.72 $96,633 - $120,112
-885 Reduced 7.92%
10,290 $1.37 Million
Q3 2023

Nov 15, 2023

BUY
$95.4 - $124.28 $113,144 - $147,396
1,186 Added 11.87%
11,175 $1.34 Million
Q2 2023

Aug 15, 2023

BUY
$90.81 - $106.46 $4,540 - $5,323
50 Added 0.5%
9,989 $952,000
Q1 2023

May 15, 2023

SELL
$93.54 - $111.49 $21,327 - $25,419
-228 Reduced 2.24%
9,939 $1.01 Million
Q4 2022

Feb 16, 2023

BUY
$84.58 - $112.31 $15,901 - $21,114
188 Added 1.88%
10,167 $1.06 Million
Q4 2022

Feb 16, 2023

SELL
$84.58 - $112.31 $843 Million - $1.12 Billion
-9,969,325 Reduced 99.9%
9,979 $1.04 Million
Q4 2022

Feb 15, 2023

BUY
$84.58 - $112.31 $843 Million - $1.12 Billion
9,969,418 Added 100843.8%
9,979,304 $1.04 Billion
Q3 2022

Nov 14, 2022

SELL
$74.16 - $93.57 $33,891 - $42,761
-457 Reduced 4.42%
9,886 $798,000
Q2 2022

Aug 15, 2022

BUY
$81.02 - $110.25 $521,930 - $710,230
6,442 Added 165.14%
10,343 $848,000
Q1 2022

May 11, 2022

BUY
$75.34 - $93.2 $23,581 - $29,171
313 Added 8.72%
3,901 $337,000
Q4 2021

Feb 11, 2022

SELL
$68.67 - $83.73 $686 - $837
-10 Reduced 0.28%
3,588 $260,000
Q3 2021

Nov 12, 2021

BUY
$64.27 - $87.9 $8,098 - $11,075
126 Added 3.63%
3,598 $252,000
Q2 2021

Aug 13, 2021

BUY
$74.95 - $92.56 $6,520 - $8,052
87 Added 2.57%
3,472 $298,000
Q1 2021

May 14, 2021

BUY
$67.38 - $88.66 $228,081 - $300,114
3,385 New
3,385 $276,000
Q1 2020

May 13, 2020

SELL
$42.09 - $112.2 $80,476 - $214,526
-1,912 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$98.24 - $119.7 $187,834 - $228,866
1,912 New
1,912 $213,000
Q3 2019

Nov 12, 2019

SELL
$94.06 - $105.06 $205,144 - $229,135
-2,181 Closed
0 $0
Q2 2019

Aug 16, 2019

SELL
$80.8 - $98.61 $3.49 Million - $4.26 Million
-43,151 Reduced 95.19%
2,181 $204,000
Q2 2019

Aug 13, 2019

BUY
$80.8 - $98.61 $3.36 Million - $4.1 Million
41,623 Added 1122.22%
45,332 $204,000
Q1 2019

May 16, 2019

BUY
$86.9 - $98.89 $29,198 - $33,227
336 Added 9.96%
3,709 $353,000
Q1 2019

May 15, 2019

BUY
$86.9 - $98.89 $293,113 - $333,555
3,373 New
3,373 $353,000
Q4 2018

Feb 11, 2019

SELL
$78.5 - $118.47 $153,232 - $231,253
-1,952 Closed
0 $0
Q3 2018

Nov 13, 2018

SELL
$109.36 - $123.34 $60,257 - $67,960
-551 Reduced 22.01%
1,952 $220,000
Q2 2018

Aug 15, 2018

SELL
$94.95 - $121.87 $2.98 Million - $3.83 Million
-31,390 Reduced 92.61%
2,503 $281,000
Q2 2018

Aug 15, 2018

BUY
$94.95 - $121.87 $21,268 - $27,298
224 Added 0.67%
33,893 $281,000
Q2 2018

Aug 14, 2018

BUY
$94.95 - $121.87 $3 Million - $3.85 Million
31,618 Added 1541.59%
33,669 $274,000
Q1 2018

May 14, 2018

BUY
$89.58 - $106.9 $84,921 - $101,341
948 Added 85.95%
2,051 $197,000
Q4 2017

Feb 13, 2018

BUY
$90.24 - $102.06 $99,534 - $112,572
1,103
1,103 $112,000

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 $66.6B
  • 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
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