A detailed history of Optimum Investment Advisors transactions in Phillips 66 stock. As of the latest transaction made, Optimum Investment Advisors holds 838 shares of PSX stock, worth $111,680. This represents 0.05% of its overall portfolio holdings.

Number of Shares
838
Previous 838 -0.0%
Holding current value
$111,680
Previous $118,000 6.78%
% of portfolio
0.05%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Mar 17, 2022

SELL
$68.67 - $83.73 $27,468 - $33,492
-400 Reduced 32.31%
838 $61,000
Q1 2021

Apr 15, 2021

SELL
$67.38 - $88.66 $65,695 - $86,443
-975 Reduced 44.06%
1,238 $101,000
Q3 2019

Oct 17, 2019

SELL
$94.06 - $105.06 $12,698 - $14,183
-135 Reduced 5.75%
2,213 $227,000
Q2 2019

Jul 29, 2019

SELL
$80.8 - $98.61 $8,080 - $9,861
-100 Reduced 4.08%
2,348 $220,000
Q1 2019

May 03, 2019

BUY
$86.9 - $98.89 $54,312 - $61,806
625 Added 34.28%
2,448 $233,000
Q1 2018

May 09, 2018

SELL
$89.58 - $106.9 $22,305 - $26,618
-249 Reduced 12.02%
1,823 $175,000
Q4 2017

Jan 16, 2018

BUY
$90.24 - $102.06 $186,977 - $211,468
2,072
2,072 $210,000

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 $64.1B
  • 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
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