A detailed history of Nicolet Advisory Services, LLC transactions in Phillips 66 stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 7,402 shares of PSX stock, worth $903,562. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,402
Previous 7,394 0.11%
Holding current value
$903,562
Previous $1.21 Million 13.5%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Aug 14, 2024

BUY
$135.85 - $172.71 $1,086 - $1,381
8 Added 0.11%
7,402 $1.04 Million
Q1 2024

May 09, 2024

SELL
$127.67 - $163.34 $45,195 - $57,822
-354 Reduced 4.57%
7,394 $1.21 Million
Q4 2023

Feb 13, 2024

BUY
$109.19 - $135.72 $25,550 - $31,758
234 Added 3.11%
7,748 $1.03 Million
Q3 2023

Nov 07, 2023

BUY
$95.4 - $124.28 $39,591 - $51,576
415 Added 5.85%
7,514 $902,000
Q2 2023

Aug 09, 2023

BUY
$90.81 - $106.46 $98,801 - $115,828
1,088 Added 18.1%
7,099 $677,000
Q1 2023

May 09, 2023

BUY
$93.54 - $111.49 $172,674 - $205,810
1,846 Added 44.32%
6,011 $609,000
Q4 2022

Feb 09, 2023

BUY
$84.58 - $112.31 $352,275 - $467,771
4,165 New
4,165 $433,000

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 $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
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