A detailed history of One Ascent Financial Services LLC transactions in Phillips 66 stock. As of the latest transaction made, One Ascent Financial Services LLC holds 2,727 shares of PSX stock, worth $356,991. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,727
Holding current value
$356,991
% of portfolio
0.26%

Shares

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

Nov 07, 2024

BUY
$125.0 - $147.17 $340,875 - $401,332
2,727 New
2,727 $359,000
Q1 2024

Apr 16, 2024

SELL
$127.67 - $163.34 $119,882 - $153,376
-939 Reduced 16.24%
4,842 $791,000
Q4 2023

Jan 11, 2024

BUY
$109.19 - $135.72 $282,146 - $350,700
2,584 Added 80.83%
5,781 $770,000
Q3 2023

Oct 13, 2023

BUY
$95.4 - $124.28 $304,993 - $397,323
3,197 New
3,197 $384,000
Q1 2023

Apr 17, 2023

SELL
$93.54 - $111.49 $51,634 - $61,542
-552 Reduced 16.16%
2,864 $290,000
Q4 2022

Jan 12, 2023

SELL
$84.58 - $112.31 $38,822 - $51,550
-459 Reduced 11.85%
3,416 $356,000
Q3 2022

Nov 02, 2022

SELL
$74.16 - $93.57 $53,988 - $68,118
-728 Reduced 15.82%
3,875 $313,000
Q2 2022

Aug 08, 2022

BUY
$81.02 - $110.25 $372,935 - $507,480
4,603 New
4,603 $377,000
Q1 2020

Apr 14, 2020

SELL
$42.09 - $112.2 $241,175 - $642,906
-5,730 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$98.24 - $119.7 $562,915 - $685,881
5,730 New
5,730 $638,000
Q3 2019

Nov 15, 2019

SELL
$94.06 - $105.06 $575,553 - $642,862
-6,119 Closed
0 $0
Q2 2019

Aug 15, 2019

BUY
$80.8 - $98.61 $494,415 - $603,394
6,119 New
6,119 $572,000

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 $63B
  • 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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