Moser Wealth Advisors, LLC Phillips 66 Transaction History

Moser Wealth Advisors, LLC

$186 Million
Q1 2025

A detailed history of Moser Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 16,880 shares of PSX stock, worth $2.1 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

16,880

Previous 17,220 1.97%

Holding current value

$2.1 Million

Previous $1.96 Million 6.27%

% of portfolio

1.12%

Previous 1.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$113.93 - $131.55 $38,736 - $44,727	-340 Reduced 1.97%	16,880 $2.08 Million
Q4 2024 Jan 28, 2025	SELL	$110.35 - $138.93 $21,187 - $26,674	-192 Reduced 1.1%	17,220 $1.96 Million
Q3 2024 Nov 05, 2024	BUY	$125.0 - $147.17 $44,750 - $52,686	358 Added 2.1%	17,412 $2.29 Million
Q2 2024 Aug 06, 2024	BUY	$135.85 - $172.71 $45,238 - $57,512	333 Added 1.99%	17,054 $2.41 Million
Q1 2024 May 01, 2024	BUY	$127.67 - $163.34 $1,021 - $1,306	8 Added 0.05%	16,721 $2.73 Million
Q4 2023 Feb 06, 2024	BUY	$109.19 - $135.72 $10,700 - $13,300	98 Added 0.59%	16,713 $2.23 Million
Q3 2023 Nov 09, 2023	BUY	$95.4 - $124.28 $858 - $1,118	9 Added 0.05%	16,615 $2 Million
Q2 2023 Aug 02, 2023	SELL	$90.81 - $106.46 $59,480 - $69,731	-655 Reduced 3.79%	16,606 $1.58 Million
Q4 2022 Jan 12, 2023	SELL	$84.58 - $112.31 $15,816 - $21,001	-187 Reduced 1.07%	17,261 $1.8 Million
Q3 2022 Nov 03, 2022	BUY	$74.16 - $93.57 $741 - $935	10 Added 0.06%	17,448 $1.41 Million
Q2 2022 Aug 02, 2022	SELL	$81.02 - $110.25 $7,372 - $10,032	-91 Reduced 0.52%	17,438 $1.43 Million
Q1 2022 Apr 29, 2022	SELL	$75.34 - $93.2 $6,780 - $8,388	-90 Reduced 0.51%	17,529 $1.51 Million
Q4 2021 Jan 19, 2022	SELL	$68.67 - $83.73 $26,712 - $32,570	-389 Reduced 2.16%	17,619 $1.28 Million
Q3 2021 Oct 18, 2021	BUY	$64.27 - $87.9 $48,652 - $66,540	757 Added 4.39%	18,008 $1.26 Million
Q2 2021 Jul 29, 2021	SELL	$74.95 - $92.56 $25,707 - $31,748	-343 Reduced 1.95%	17,251 $1.48 Million
Q1 2021 May 05, 2021	BUY	$67.38 - $88.66 $404 - $531	6 Added 0.03%	17,594 $1.44 Million
Q4 2020 Jan 29, 2021	BUY	$44.22 - $70.86 $397 - $637	9 Added 0.05%	17,588 $1.23 Million
Q3 2020 Oct 26, 2020	BUY	$51.84 - $69.11 $139,086 - $185,422	2,683 Added 18.01%	17,579 $911,000
Q2 2020 Jul 22, 2020	SELL	$49.51 - $89.73 $3,366 - $6,101	-68 Reduced 0.45%	14,896 $1.07 Million
Q1 2020 Apr 30, 2020	BUY	$42.09 - $112.2 $36,071 - $96,155	857 Added 6.07%	14,964 $802,000
Q4 2019 Feb 12, 2020	BUY	$98.24 - $119.7 $1.39 Million - $1.69 Million	14,107 New	14,107 $1.57 Million

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 $59.9B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Moser Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moser Wealth Advisors, LLC with notifications on news.

Account

Moser Wealth Advisors, LLC Phillips 66 Transaction History