Plante Moran Financial Advisors, LLC Phillips 66 Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 644 shares of PSX stock, worth $82,934. This represents 0.01% of its overall portfolio holdings.

Number of Shares

644

Previous 644 -0.0%

Holding current value

$82,934

Previous $84,000 13.1%

% of portfolio

0.01%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$135.85 - $172.71 $1,766 - $2,245	-13 Reduced 1.98%	644 $90,000
Q1 2024 May 09, 2024	SELL	$127.67 - $163.34 $3,319 - $4,246	-26 Reduced 3.81%	657 $107,000
Q4 2023 Feb 05, 2024	BUY	$109.19 - $135.72 $4,258 - $5,293	39 Added 6.06%	683 $90,000
Q3 2023 Nov 07, 2023	SELL	$95.4 - $124.28 $7,727 - $10,066	-81 Reduced 11.17%	644 $77,000
Q2 2023 Aug 07, 2023	BUY	$90.81 - $106.46 $11,351 - $13,307	125 Added 20.83%	725 $69,000
Q1 2023 May 08, 2023	SELL	$93.54 - $111.49 $25,442 - $30,325	-272 Reduced 31.19%	600 $60,000
Q4 2022 Feb 09, 2023	SELL	$84.58 - $112.31 $507 - $673	-6 Reduced 0.68%	872 $90,000
Q3 2022 Nov 02, 2022	SELL	$74.16 - $93.57 $3,930 - $4,959	-53 Reduced 5.69%	878 $71,000
Q2 2022 Aug 02, 2022	BUY	$81.02 - $110.25 $6,643 - $9,040	82 Added 9.66%	931 $76,000
Q1 2022 May 06, 2022	BUY	$75.34 - $93.2 $17,026 - $21,063	226 Added 36.28%	849 $73,000
Q4 2021 Feb 09, 2022	BUY	$68.67 - $83.73 $5,081 - $6,196	74 Added 13.48%	623 $45,000
Q3 2021 Nov 08, 2021	SELL	$64.27 - $87.9 $9,126 - $12,481	-142 Reduced 20.55%	549 $38,000
Q2 2021 Aug 10, 2021	BUY	$74.95 - $92.56 $8,769 - $10,829	117 Added 20.38%	691 $59,000
Q1 2021 May 13, 2021	SELL	$67.38 - $88.66 $5,390 - $7,092	-80 Reduced 12.23%	574 $47,000
Q4 2020 Feb 09, 2021	BUY	$44.22 - $70.86 $884 - $1,417	20 Added 3.15%	654 $46,000
Q2 2020 Aug 10, 2020	BUY	$49.51 - $89.73 $19,804 - $35,892	400 Added 170.94%	634 $46,000
Q1 2020 May 07, 2020	SELL	$42.09 - $112.2 $10,522 - $28,050	-250 Reduced 51.65%	234 $13,000
Q4 2019 Feb 14, 2020	SELL	$98.24 - $119.7 $49,218 - $59,969	-501 Reduced 50.86%	484 $54,000
Q3 2019 Nov 13, 2019	SELL	$94.06 - $105.06 $37,812 - $42,234	-402 Reduced 28.98%	985 $100,000
Q2 2019 Aug 13, 2019	SELL	$80.8 - $98.61 $32,885 - $40,134	-407 Reduced 22.69%	1,387 $130,000
Q1 2019 May 13, 2019	BUY	$86.9 - $98.89 $35,889 - $40,841	413 Added 29.91%	1,794 $171,000
Q4 2018 Jan 29, 2019	SELL	$78.5 - $118.47 $81,483 - $122,971	-1,038 Reduced 42.91%	1,381 $119,000
Q3 2018 Nov 09, 2018	SELL	$109.36 - $123.34 $4,702 - $5,303	-43 Reduced 1.75%	2,419 $273,000
Q2 2018 Jul 26, 2018	SELL	$94.95 - $121.87 $8,640 - $11,090	-91 Reduced 3.56%	2,462 $277,000
Q1 2018 May 01, 2018	BUY	$89.58 - $106.9 $91,102 - $108,717	1,017 Added 66.21%	2,553 $245,000
Q4 2017 Feb 01, 2018	SELL	$90.24 - $102.06 $13,355 - $15,104	-148 Reduced 8.79%	1,536 $155,000
Q3 2017 Nov 08, 2017	BUY	$80.89 - $91.8 $136,218 - $154,591	1,684	1,684 $154,000

Others Institutions Holding PSX

# of Institutions

1,966

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 $61.9B
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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Plante Moran Financial Advisors, LLC Phillips 66 Transaction History