A detailed history of Regal Investment Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Regal Investment Advisors LLC holds 4,478 shares of PSX stock, worth $499,655. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,478
Previous 10,869 58.8%
Holding current value
$499,655
Previous $1.53 Million 61.67%
% of portfolio
0.04%
Previous 0.1%

Shares

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

Nov 12, 2024

SELL
$125.0 - $147.17 $798,875 - $940,563
-6,391 Reduced 58.8%
4,478 $588,000
Q2 2024

Aug 14, 2024

BUY
$135.85 - $172.71 $48,362 - $61,484
356 Added 3.39%
10,869 $1.53 Million
Q1 2024

May 15, 2024

SELL
$127.67 - $163.34 $30,002 - $38,384
-235 Reduced 2.19%
10,513 $1.72 Million
Q4 2023

Feb 14, 2024

SELL
$109.19 - $135.72 $53,721 - $66,774
-492 Reduced 4.38%
10,748 $1.43 Million
Q3 2023

Nov 13, 2023

SELL
$95.4 - $124.28 $903,151 - $1.18 Million
-9,467 Reduced 45.72%
11,240 $1.35 Million
Q2 2023

Aug 11, 2023

SELL
$90.81 - $106.46 $471,667 - $552,953
-5,194 Reduced 20.05%
20,707 $1.98 Million
Q1 2023

May 11, 2023

BUY
$93.54 - $111.49 $2.21 Million - $2.64 Million
23,647 Added 1049.11%
25,901 $2.63 Million
Q4 2022

Mar 01, 2023

SELL
$84.58 - $112.31 $133,974 - $177,899
-1,584 Reduced 41.27%
2,254 $234,000
Q3 2022

Nov 15, 2022

BUY
$74.16 - $93.57 $284,626 - $359,121
3,838 New
3,838 $310,000
Q1 2022

May 09, 2022

SELL
$75.34 - $93.2 $258,416 - $319,676
-3,430 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$68.67 - $83.73 $33,304 - $40,609
485 Added 16.47%
3,430 $249,000
Q3 2021

Nov 05, 2021

BUY
$64.27 - $87.9 $28,021 - $38,324
436 Added 17.38%
2,945 $206,000
Q2 2021

Aug 09, 2021

BUY
$74.95 - $92.56 $188,049 - $232,233
2,509 New
2,509 $215,000
Q3 2020

Nov 13, 2020

SELL
$51.84 - $69.11 $161,118 - $214,793
-3,108 Closed
0 $0
Q2 2020

Aug 03, 2020

BUY
$49.51 - $89.73 $153,877 - $278,880
3,108 New
3,108 $223,000

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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