Regal Investment Advisors LLC Phillips 66 Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Regal Investment Advisors LLC holds 5,809 shares of PSX stock, worth $743,784. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,809

Previous 4,478 29.72%

Holding current value

$743,784

Previous $588,000 12.41%

% of portfolio

0.05%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$110.35 - $138.93 $146,875 - $184,915	1,331 Added 29.72%	5,809 $661,000
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

# of Institutions

1,964

Shares Held

289M

Call Options Held

2.74M

Put Options Held

2.72M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $61.6B
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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Regal Investment Advisors LLC Phillips 66 Transaction History