Mutual Advisors, LLC Phillips 66 Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

A detailed history of Mutual Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Mutual Advisors, LLC holds 14,551 shares of PSX stock, worth $1.78 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

14,551

Previous 8,888 63.72%

Holding current value

$1.78 Million

Previous $1.25 Million 52.47%

% of portfolio

0.05%

Previous 0.04%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$125.0 - $147.17 $707,875 - $833,423	5,663 Added 63.72%	14,551 $1.91 Million
Q2 2024 Jul 30, 2024	BUY	$135.85 - $172.71 $46,053 - $58,548	339 Added 3.97%	8,888 $1.25 Million
Q1 2024 May 02, 2024	BUY	$127.67 - $163.34 $64,856 - $82,976	508 Added 6.32%	8,549 $1.4 Million
Q4 2023 Jan 12, 2024	SELL	$109.19 - $135.72 $41,928 - $52,116	-384 Reduced 4.56%	8,041 $1.07 Million
Q3 2023 Nov 13, 2023	BUY	$95.4 - $124.28 $22,323 - $29,081	234 Added 2.86%	8,425 $1.01 Million
Q2 2023 Jul 31, 2023	SELL	$90.81 - $106.46 $82,727 - $96,985	-911 Reduced 10.01%	8,191 $781,000
Q1 2023 Apr 11, 2023	BUY	$93.54 - $111.49 $37,977 - $45,264	406 Added 4.67%	9,102 $922,000
Q4 2022 Jan 12, 2023	SELL	$84.58 - $112.31 $21,314 - $28,302	-252 Reduced 2.82%	8,696 $0
Q3 2022 Nov 03, 2022	BUY	$74.16 - $93.57 $115,096 - $145,220	1,552 Added 20.98%	8,948 $722,000
Q2 2022 Aug 15, 2022	SELL	$81.02 - $110.25 $66,112 - $89,964	-816 Reduced 9.94%	7,396 $606,000
Q1 2022 May 09, 2022	BUY	$75.34 - $93.2 $352,817 - $436,455	4,683 Added 132.7%	8,212 $709,000
Q4 2021 Feb 14, 2022	BUY	$68.67 - $83.73 $7,622 - $9,294	111 Added 3.25%	3,529 $256,000
Q3 2021 Nov 15, 2021	SELL	$64.27 - $87.9 $74,167 - $101,436	-1,154 Reduced 25.24%	3,418 $239,000
Q2 2021 Aug 12, 2021	SELL	$74.95 - $92.56 $33,277 - $41,096	-444 Reduced 8.85%	4,572 $392,000
Q1 2021 May 13, 2021	BUY	$67.38 - $88.66 $143,519 - $188,845	2,130 Added 73.8%	5,016 $409,000
Q4 2020 Feb 11, 2021	BUY	$44.22 - $70.86 $127,618 - $204,501	2,886 New	2,886 $202,000
Q3 2020 Nov 13, 2020	SELL	$51.84 - $69.11 $205,597 - $274,090	-3,966 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$49.51 - $89.73 $196,356 - $355,869	3,966 New	3,966 $285,000
Q1 2020 May 13, 2020	SELL	$42.09 - $112.2 $151,187 - $403,022	-3,592 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$98.24 - $119.7 $29,079 - $35,431	-296 Reduced 7.61%	3,592 $400,000
Q3 2019 Nov 01, 2019	SELL	$94.06 - $105.06 $122,372 - $136,683	-1,301 Reduced 25.07%	3,888 $398,000
Q2 2019 Aug 15, 2019	BUY	$80.8 - $98.61 $225,108 - $274,727	2,786 Added 115.94%	5,189 $485,000
Q1 2019 May 15, 2019	BUY	$86.9 - $98.89 $208,820 - $237,632	2,403 New	2,403 $229,000
Q4 2018 Feb 15, 2019	SELL	$78.5 - $118.47 $239,739 - $361,807	-3,054 Closed	0 $0
Q3 2018 Nov 15, 2018	BUY	$109.36 - $123.34 $80,817 - $91,148	739 Added 31.92%	3,054 $344,000
Q2 2018 Aug 15, 2018	BUY	$94.95 - $121.87 $219,809 - $282,129	2,315 New	2,315 $260,000

Others Institutions Holding PSX

# of Institutions

1,928

Shares Held

303M

Call Options Held

2.76M

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 $58.7B
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 Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC Phillips 66 Transaction History