A detailed history of Obermeyer Wood Investment Counsel, Lllp transactions in Phillips 66 stock. As of the latest transaction made, Obermeyer Wood Investment Counsel, Lllp holds 2,851 shares of PSX stock, worth $314,664. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,851
Previous 2,910 2.03%
Holding current value
$314,664
Previous $410,000 8.78%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$125.0 - $147.17 $7,375 - $8,683
-59 Reduced 2.03%
2,851 $374,000
Q1 2024

May 06, 2024

BUY
$127.67 - $163.34 $39,577 - $50,635
310 Added 11.92%
2,910 $475,000
Q4 2023

Jan 31, 2024

BUY
$109.19 - $135.72 $7,424 - $9,228
68 Added 2.69%
2,600 $346,000
Q2 2022

Aug 15, 2022

BUY
$81.02 - $110.25 $5,428 - $7,386
67 Added 2.72%
2,532 $208,000
Q1 2022

May 16, 2022

BUY
$75.34 - $93.2 $185,713 - $229,738
2,465 New
2,465 $213,000
Q3 2021

Oct 19, 2021

SELL
$64.27 - $87.9 $177,385 - $242,604
-2,760 Closed
0 $0
Q2 2021

Jul 29, 2021

SELL
$74.95 - $92.56 $74 - $92
-1 Reduced 0.04%
2,760 $237,000
Q1 2021

May 10, 2021

BUY
$67.38 - $88.66 $186,036 - $244,790
2,761 New
2,761 $225,000
Q1 2020

Apr 30, 2020

SELL
$42.09 - $112.2 $86,074 - $229,449
-2,045 Closed
0 $0
Q4 2019

Feb 03, 2020

SELL
$98.24 - $119.7 $52,067 - $63,441
-530 Reduced 20.58%
2,045 $228,000
Q3 2019

Nov 06, 2019

SELL
$94.06 - $105.06 $53,332 - $59,569
-567 Reduced 18.05%
2,575 $264,000
Q1 2019

May 03, 2019

SELL
$86.9 - $98.89 $280,339 - $319,019
-3,226 Reduced 50.66%
3,142 $299,000
Q3 2018

Nov 07, 2018

BUY
$109.36 - $123.34 $65,616 - $74,004
600 Added 10.4%
6,368 $718,000
Q2 2018

Aug 08, 2018

SELL
$94.95 - $121.87 $37,790 - $48,504
-398 Reduced 6.45%
5,768 $648,000
Q4 2017

Feb 12, 2018

BUY
$90.24 - $102.06 $6,136 - $6,940
68 Added 1.12%
6,166 $624,000
Q3 2017

Nov 02, 2017

BUY
$80.89 - $91.8 $493,267 - $559,796
6,098
6,098 $559,000

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 $53.1B
  • 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 Obermeyer Wood Investment Counsel, Lllp Portfolio

Follow Obermeyer Wood Investment Counsel, Lllp 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 Obermeyer Wood Investment Counsel, Lllp, based on Form 13F filings with the SEC.

News

Stay updated on Obermeyer Wood Investment Counsel, Lllp with notifications on news.