A detailed history of Oak Hill Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Oak Hill Wealth Advisors, LLC holds 8,262 shares of PSX stock, worth $1.08 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
8,262
Previous 7,610 8.57%
Holding current value
$1.08 Million
Previous $1.24 Billion 6.17%
% of portfolio
0.35%
Previous 0.4%

Shares

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

Jul 12, 2024

BUY
$135.85 - $172.71 $1.12 Million - $1.43 Million
8,262 New
8,262 $1.17 Billion
Q4 2023

Feb 07, 2024

SELL
$109.19 - $135.72 $1.17 Million - $1.45 Million
-10,694 Reduced 55.68%
8,512 $1.13 Billion
Q2 2023

Apr 02, 2024

SELL
$90.81 - $106.46 $19,614 - $22,995
-216 Reduced 2.47%
8,512 $813 Million
Q2 2023

Jul 25, 2023

SELL
$90.81 - $106.46 $19,614 - $22,995
-216 Reduced 1.11%
19,206 $1.83 Billion
Q4 2022

Apr 02, 2024

BUY
$84.58 - $112.31 $18,269 - $24,258
216 Added 2.54%
8,728 $908 Million
Q4 2022

Feb 14, 2023

BUY
$84.58 - $112.31 $1.64 Million - $2.18 Million
19,422 New
19,422 $2.02 Billion

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 $62.7B
  • 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

Track Oak Hill Wealth Advisors, LLC Portfolio

Follow Oak Hill Wealth Advisors, LLC 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 Oak Hill Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Hill Wealth Advisors, LLC with notifications on news.