A detailed history of Perennial Investment Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 1,720 shares of PSX stock, worth $198,092. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,720
Previous 1,755 1.99%
Holding current value
$198,092
Previous $247,000 8.5%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 14, 2024

SELL
$125.0 - $147.17 $4,375 - $5,150
-35 Reduced 1.99%
1,720 $226,000
Q2 2024

Aug 09, 2024

SELL
$135.85 - $172.71 $60,724 - $77,201
-447 Reduced 20.3%
1,755 $247,000
Q1 2024

May 14, 2024

BUY
$127.67 - $163.34 $12,128 - $15,517
95 Added 4.51%
2,202 $359,000
Q4 2023

Feb 14, 2024

SELL
$109.19 - $135.72 $16,924 - $21,036
-155 Reduced 6.85%
2,107 $280,000
Q3 2023

Nov 14, 2023

SELL
$95.4 - $124.28 $48,177 - $62,761
-505 Reduced 18.25%
2,262 $271,000
Q2 2023

Aug 14, 2023

BUY
$90.81 - $106.46 $34,961 - $40,987
385 Added 16.16%
2,767 $263,000
Q1 2023

May 11, 2023

BUY
$93.54 - $111.49 $15,434 - $18,395
165 Added 7.44%
2,382 $241,000
Q4 2022

Feb 09, 2023

BUY
$84.58 - $112.31 $187,513 - $248,991
2,217 New
2,217 $230,000

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 $55.4B
  • 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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