A detailed history of Pinnacle Family Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 1,725 shares of PSX stock, worth $192,475. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,725
Previous 1,799 4.11%
Holding current value
$192,475
Previous $253,000 10.67%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Nov 14, 2024

SELL
$125.0 - $147.17 $9,250 - $10,890
-74 Reduced 4.11%
1,725 $226,000
Q2 2024

Aug 14, 2024

BUY
$135.85 - $172.71 $6,520 - $8,290
48 Added 2.74%
1,799 $253,000
Q1 2024

May 15, 2024

BUY
$127.67 - $163.34 $1,404 - $1,796
11 Added 0.63%
1,751 $286,000
Q4 2023

Feb 14, 2024

SELL
$109.19 - $135.72 $2,729 - $3,393
-25 Reduced 1.42%
1,740 $231,000
Q3 2023

Nov 14, 2023

BUY
$95.4 - $124.28 $168,381 - $219,354
1,765 New
1,765 $212,000
Q1 2023

May 15, 2023

SELL
$93.54 - $111.49 $15,808 - $18,841
-169 Reduced 7.36%
2,128 $215,000
Q4 2022

Feb 10, 2023

BUY
$84.58 - $112.31 $194,280 - $257,976
2,297 New
2,297 $239,000
Q2 2022

Aug 15, 2022

BUY
$81.02 - $110.25 $200,281 - $272,538
2,472 New
2,472 $203,000
Q3 2021

Nov 12, 2021

SELL
$64.27 - $87.9 $154,376 - $211,135
-2,402 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$74.95 - $92.56 $180,029 - $222,329
2,402 New
2,402 $206,000
Q1 2021

May 14, 2021

SELL
$67.38 - $88.66 $244,387 - $321,569
-3,627 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$44.22 - $70.86 $160,385 - $257,009
3,627 New
3,627 $254,000
Q1 2017

Sep 08, 2017

SELL
N/A
-3,225 Closed
0 $0
Q4 2016

Aug 30, 2017

BUY
N/A
3,225
3,225 $278,000

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 $53.7B
  • 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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