A detailed history of Patten & Patten Inc transactions in Phillips 66 stock. As of the latest transaction made, Patten & Patten Inc holds 20,141 shares of PSX stock, worth $2.26 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
20,141
Previous 20,196 0.27%
Holding current value
$2.26 Million
Previous $2.85 Million 7.16%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Nov 04, 2024

SELL
$125.0 - $147.17 $6,875 - $8,094
-55 Reduced 0.27%
20,141 $2.65 Million
Q2 2024

Aug 13, 2024

SELL
$135.85 - $172.71 $57,192 - $72,710
-421 Reduced 2.04%
20,196 $2.85 Million
Q1 2024

May 10, 2024

BUY
$127.67 - $163.34 $84,006 - $107,477
658 Added 3.3%
20,617 $3.37 Million
Q4 2023

Jan 23, 2024

SELL
$109.19 - $135.72 $19,981 - $24,836
-183 Reduced 0.91%
19,959 $2.66 Million
Q3 2023

Oct 27, 2023

SELL
$95.4 - $124.28 $70,596 - $91,967
-740 Reduced 3.54%
20,142 $2.42 Million
Q2 2023

Jul 14, 2023

SELL
$90.81 - $106.46 $30,421 - $35,664
-335 Reduced 1.58%
20,882 $1.99 Million
Q1 2023

Apr 25, 2023

SELL
$93.54 - $111.49 $935 - $1,114
-10 Reduced 0.05%
21,217 $2.15 Million
Q4 2022

Feb 01, 2023

SELL
$84.58 - $112.31 $2,960 - $3,930
-35 Reduced 0.16%
21,227 $2.21 Million
Q3 2022

Oct 19, 2022

SELL
$74.16 - $93.57 $1,483 - $1,871
-20 Reduced 0.09%
21,262 $1.72 Million
Q2 2022

Aug 02, 2022

BUY
$81.02 - $110.25 $324,485 - $441,551
4,005 Added 23.18%
21,282 $1.75 Million
Q1 2022

Apr 25, 2022

SELL
$75.34 - $93.2 $105,023 - $129,920
-1,394 Reduced 7.47%
17,277 $1.49 Million
Q4 2021

Jan 26, 2022

BUY
$68.67 - $83.73 $90,507 - $110,356
1,318 Added 7.6%
18,671 $1.35 Million
Q3 2021

Oct 22, 2021

BUY
$64.27 - $87.9 $16,517 - $22,590
257 Added 1.5%
17,353 $1.22 Million
Q2 2021

Jul 13, 2021

SELL
$74.95 - $92.56 $91,364 - $112,830
-1,219 Reduced 6.66%
17,096 $1.47 Million
Q1 2021

Apr 23, 2021

BUY
$67.38 - $88.66 $8,422 - $11,082
125 Added 0.69%
18,315 $1.49 Million
Q4 2020

Jan 19, 2021

SELL
$44.22 - $70.86 $139,337 - $223,279
-3,151 Reduced 14.77%
18,190 $1.27 Million
Q3 2020

Oct 08, 2020

BUY
$51.84 - $69.11 $25,038 - $33,380
483 Added 2.32%
21,341 $1.11 Million
Q2 2020

Jul 21, 2020

SELL
$49.51 - $89.73 $73,472 - $133,159
-1,484 Reduced 6.64%
20,858 $1.5 Million
Q1 2020

Apr 16, 2020

BUY
$42.09 - $112.2 $93,018 - $247,962
2,210 Added 10.98%
22,342 $1.2 Million
Q4 2019

Jan 13, 2020

BUY
$98.24 - $119.7 $16,307 - $19,870
166 Added 0.83%
20,132 $2.24 Million
Q3 2019

Oct 15, 2019

BUY
$94.06 - $105.06 $391,759 - $437,574
4,165 Added 26.36%
19,966 $2.05 Million
Q2 2019

Jul 11, 2019

BUY
$80.8 - $98.61 $354,388 - $432,503
4,386 Added 38.42%
15,801 $1.48 Million
Q1 2019

Apr 23, 2019

BUY
$86.9 - $98.89 $47,708 - $54,290
549 Added 5.05%
11,415 $1.09 Million
Q4 2018

Jan 17, 2019

SELL
$78.5 - $118.47 $26,219 - $39,568
-334 Reduced 2.98%
10,866 $936,000
Q3 2018

Oct 17, 2018

SELL
$109.36 - $123.34 $26,683 - $30,094
-244 Reduced 2.13%
11,200 $1.26 Million
Q2 2018

Jul 18, 2018

SELL
$94.95 - $121.87 $166,162 - $213,272
-1,750 Reduced 13.26%
11,444 $1.29 Million
Q1 2018

Apr 20, 2018

SELL
$89.58 - $106.9 $33,592 - $40,087
-375 Reduced 2.76%
13,194 $1.27 Million
Q4 2017

Jan 22, 2018

SELL
$90.24 - $102.06 $18,048 - $20,412
-200 Reduced 1.45%
13,569 $1.37 Million
Q3 2017

Oct 12, 2017

BUY
$80.89 - $91.8 $1.11 Million - $1.26 Million
13,769
13,769 $1.26 Million

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 $54B
  • 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 Patten & Patten Inc Portfolio

Follow Patten & Patten Inc 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 Patten & Patten Inc, based on Form 13F filings with the SEC.

News

Stay updated on Patten & Patten Inc with notifications on news.