Patriot Financial Group Insurance Agency, LLC Phillips 66 Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Phillips 66 stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 1,925 shares of PSX stock, worth $256,544. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,925
Previous 1,901 1.26%
Holding current value
$256,544
Previous $268,000 5.6%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 24, 2024
BUY
$125.0 - $147.17 $3,000 - $3,532
24 Added 1.26%
1,925 $253,000
Q2 2024

Jul 26, 2024
SELL
$135.85 - $172.71 $8,558 - $10,880
-63 Reduced 3.21%
1,901 $268,000
Q1 2024

Apr 30, 2024
SELL
$127.67 - $163.34 $13,150 - $16,824
-103 Reduced 4.98%
1,964 $320,000
Q4 2023

Jan 19, 2024
BUY
$109.19 - $135.72 $2,074 - $2,578
19 Added 0.93%
2,067 $275,000
Q3 2023

Oct 19, 2023
SELL
$95.4 - $124.28 $9,730 - $12,676
-102 Reduced 4.74%
2,048 $246,000
Q2 2023

Jul 17, 2023
BUY
$90.81 - $106.46 $4,903 - $5,748
54 Added 2.58%
2,150 $205,000
Q1 2023

Apr 20, 2023
BUY
$93.54 - $111.49 $9,915 - $11,817
106 Added 5.33%
2,096 $212,000
Q4 2022

Jan 17, 2023
BUY
$84.58 - $112.31 $168,314 - $223,496
1,990 New
1,990 $0
Q2 2022

Jul 29, 2022
SELL
$81.02 - $110.25 $22,766 - $30,980
-281 Reduced 12.15%
2,031 $167,000
Q1 2022

May 11, 2022
SELL
$75.34 - $93.2 $2,109 - $2,609
-28 Reduced 1.2%
2,312 $200,000
Q4 2021

Jan 10, 2022
SELL
$68.67 - $83.73 $13,734 - $16,746
-200 Reduced 7.87%
2,340 $170,000
Q3 2021

Nov 24, 2021
BUY
$64.27 - $87.9 $4,948 - $6,768
77 Added 3.13%
2,540 $178,000
Q2 2021

Jul 30, 2021
BUY
$74.95 - $92.56 $123,742 - $152,816
1,651 Added 203.33%
2,463 $211,000
Q1 2021

Apr 29, 2021
BUY
$67.38 - $88.66 $12,128 - $15,958
180 Added 28.48%
812 $66,000
Q4 2020

Jan 15, 2021
BUY
$44.22 - $70.86 $1,813 - $2,905
41 Added 6.94%
632 $44,000
Q2 2020

Jul 10, 2020
BUY
$49.51 - $89.73 $8,070 - $14,625
163 Added 38.08%
591 $42,000
Q1 2020

Apr 15, 2020
BUY
$42.09 - $112.2 $3,577 - $9,537
85 Added 24.78%
428 $23,000
Q2 2019

Aug 07, 2019
BUY
$80.8 - $98.61 $7,352 - $8,973
91 Added 36.11%
343 $33,000
Q1 2019

Apr 29, 2019
BUY
$86.9 - $98.89 $21,029 - $23,931
242 Added 2420.0%
252 $24,000
Q4 2018

Feb 04, 2019
BUY
$78.5 - $118.47 $706 - $1,066
9 Added 900.0%
10 $1,000
Q3 2018

Oct 30, 2018
BUY
$109.36 - $123.34 $109 - $123
1 New
1 $1,000
Q2 2018

Aug 14, 2018
SELL
$94.95 - $121.87 $142,519 - $182,926
-1,501 Closed
0 $0
Q1 2018

May 14, 2018
BUY
$89.58 - $106.9 $116,454 - $138,970
1,300 Added 646.77%
1,501 $143,000
Q2 2017

Aug 08, 2017
BUY
N/A
201
201 $17,000

Others Institutions Holding PSX

# of Institutions
1,956
Shares Held
282M
Call Options Held
2.55M
Put Options Held
2.36M
View Full List

About Phillips 66

PSX Quotes by TradingView
  • 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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