Pds Planning, Inc Phillips 66 Transaction History

Pds Planning, Inc

$1.17 Billion
Q1 2025

A detailed history of Pds Planning, Inc transactions in Phillips 66 stock. As of the latest transaction made, Pds Planning, Inc holds 3,421 shares of PSX stock, worth $355,989. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,421

Previous 3,083 10.96%

Holding current value

$355,989

Previous $351,000 20.23%

% of portfolio

0.04%

Previous 0.03%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$113.93 - $131.55 $38,508 - $44,463	338 Added 10.96%	3,421 $422,000
Q4 2024 Feb 10, 2025	SELL	$110.35 - $138.93 $9,490 - $11,947	-86 Reduced 2.71%	3,083 $351,000
Q3 2024 Oct 29, 2024	BUY	$125.0 - $147.17 $6,875 - $8,094	55 Added 1.77%	3,169 $416,000
Q2 2024 Aug 07, 2024	SELL	$135.85 - $172.71 $135 - $172	-1 Reduced 0.03%	3,114 $439,000
Q1 2024 May 01, 2024	BUY	$127.67 - $163.34 $10,596 - $13,557	83 Added 2.74%	3,115 $508,000
Q4 2023 Feb 01, 2024	BUY	$109.19 - $135.72 $327 - $407	3 Added 0.1%	3,032 $403,000
Q3 2023 Oct 20, 2023	BUY	$95.4 - $124.28 $4,483 - $5,841	47 Added 1.58%	3,029 $363,000
Q2 2023 Jul 20, 2023	BUY	$90.81 - $106.46 $14,075 - $16,501	155 Added 5.48%	2,982 $284,000
Q1 2023 May 01, 2023	SELL	$93.54 - $111.49 $87,553 - $104,354	-936 Reduced 24.87%	2,827 $286,000
Q4 2022 Jan 26, 2023	BUY	$84.58 - $112.31 $338 - $449	4 Added 0.11%	3,763 $0
Q3 2022 Nov 02, 2022	SELL	$74.16 - $93.57 $2,224 - $2,807	-30 Reduced 0.79%	3,759 $303,000
Q2 2022 Jul 15, 2022	BUY	$81.02 - $110.25 $29,977 - $40,792	370 Added 10.82%	3,789 $311,000
Q1 2022 Apr 18, 2022	BUY	$75.34 - $93.2 $12,807 - $15,844	170 Added 5.23%	3,419 $295,000
Q4 2021 Jan 25, 2022	BUY	$68.67 - $83.73 $206 - $251	3 Added 0.09%	3,249 $235,000
Q3 2021 Oct 22, 2021	SELL	$64.27 - $87.9 $64,527 - $88,251	-1,004 Reduced 23.62%	3,246 $227,000
Q2 2021 Jul 26, 2021	BUY	$74.95 - $92.56 $2,548 - $3,147	34 Added 0.81%	4,250 $365,000
Q1 2021 Apr 20, 2021	SELL	$67.38 - $88.66 $14,082 - $18,529	-209 Reduced 4.72%	4,216 $344,000
Q4 2020 Jan 21, 2021	SELL	$44.22 - $70.86 $10,922 - $17,502	-247 Reduced 5.29%	4,425 $309,000
Q3 2020 Oct 19, 2020	SELL	$51.84 - $69.11 $155 - $207	-3 Reduced 0.06%	4,672 $242,000
Q2 2020 Aug 11, 2020	BUY	$49.51 - $89.73 $21,041 - $38,135	425 Added 10.0%	4,675 $336,000
Q1 2020 Apr 20, 2020	BUY	$42.09 - $112.2 $1,641 - $4,375	39 Added 0.93%	4,250 $228,000
Q4 2019 Feb 07, 2020	BUY	$98.24 - $119.7 $134,981 - $164,467	1,374 Added 48.43%	4,211 $469,000
Q3 2019 Oct 28, 2019	BUY	$94.06 - $105.06 $282 - $315	3 Added 0.11%	2,837 $291,000
Q2 2019 Aug 14, 2019	BUY	$80.8 - $98.61 $7,756 - $9,466	96 Added 3.51%	2,834 $265,000
Q1 2019 Apr 19, 2019	SELL	$86.9 - $98.89 $7,907 - $8,998	-91 Reduced 3.22%	2,738 $261,000
Q4 2018 Feb 08, 2019	SELL	$78.5 - $118.47 $3,925 - $5,923	-50 Reduced 1.74%	2,829 $244,000
Q3 2018 Nov 02, 2018	BUY	$109.36 - $123.34 $9,951 - $11,223	91 Added 3.26%	2,879 $325,000
Q2 2018 Jul 27, 2018	BUY	$94.95 - $121.87 $94 - $121	1 Added 0.04%	2,788 $313,000
Q1 2018 May 03, 2018	SELL	$89.58 - $106.9 $1,433 - $1,710	-16 Reduced 0.57%	2,787 $267,000
Q4 2017 Feb 14, 2018	BUY	$90.24 - $102.06 $252,942 - $286,074	2,803	2,803 $284,000

Others Institutions Holding PSX

# of Institutions

1,995

Shares Held

289M

Call Options Held

2.46M

Put Options Held

2.42M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $50.1B
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 ...

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