Richard C. Young & Co., Ltd. Phillips 66 Transaction History

Richard C. Young & Co., Ltd.

$860 Million
Q3 2024

A detailed history of Richard C. Young & Co., Ltd. transactions in Phillips 66 stock. As of the latest transaction made, Richard C. Young & Co., Ltd. holds 109,382 shares of PSX stock, worth $12.1 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

109,382

Previous 108,438 0.87%

Holding current value

$12.1 Million

Previous $15.3 Million 6.08%

% of portfolio

1.67%

Previous 1.97%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$125.0 - $147.17 $118,000 - $138,928	944 Added 0.87%	109,382 $14.4 Million
Q2 2024 Aug 08, 2024	BUY	$135.85 - $172.71 $258,386 - $328,494	1,902 Added 1.79%	108,438 $15.3 Million
Q1 2024 May 08, 2024	SELL	$127.67 - $163.34 $81,836 - $104,700	-641 Reduced 0.6%	106,536 $17.4 Million
Q4 2023 Feb 12, 2024	BUY	$109.19 - $135.72 $354,430 - $440,547	3,246 Added 3.12%	107,177 $14.3 Million
Q3 2023 Nov 13, 2023	BUY	$95.4 - $124.28 $72,694 - $94,701	762 Added 0.74%	103,931 $12.5 Million
Q2 2023 Aug 08, 2023	BUY	$90.81 - $106.46 $252,633 - $296,171	2,782 Added 2.77%	103,169 $9.84 Million
Q1 2023 May 12, 2023	SELL	$93.54 - $111.49 $11,224 - $13,378	-120 Reduced 0.12%	100,387 $10.2 Million
Q4 2022 Feb 10, 2023	BUY	$84.58 - $112.31 $8,035 - $10,669	95 Added 0.09%	100,507 $10.5 Million
Q3 2022 Nov 10, 2022	BUY	$74.16 - $93.57 $45,385 - $57,264	612 Added 0.61%	100,412 $8.11 Million
Q2 2022 Aug 03, 2022	BUY	$81.02 - $110.25 $168,926 - $229,871	2,085 Added 2.13%	99,800 $8.18 Million
Q1 2022 May 06, 2022	BUY	$75.34 - $93.2 $290,134 - $358,913	3,851 Added 4.1%	97,715 $8.44 Million
Q4 2021 Feb 11, 2022	BUY	$68.67 - $83.73 $244,465 - $298,078	3,560 Added 3.94%	93,864 $6.8 Million
Q3 2021 Nov 10, 2021	BUY	$64.27 - $87.9 $141,972 - $194,171	2,209 Added 2.51%	90,304 $6.32 Million
Q2 2021 Aug 11, 2021	BUY	$74.95 - $92.56 $478,255 - $590,625	6,381 Added 7.81%	88,095 $7.56 Million
Q1 2021 May 13, 2021	BUY	$67.38 - $88.66 $505,349 - $664,950	7,500 Added 10.11%	81,714 $6.66 Million
Q4 2020 Feb 12, 2021	BUY	$44.22 - $70.86 $343,368 - $550,227	7,765 Added 11.69%	74,214 $5.19 Million
Q3 2020 Nov 12, 2020	BUY	$51.84 - $69.11 $760,648 - $1.01 Million	14,673 Added 28.34%	66,449 $3.45 Million
Q2 2020 Aug 13, 2020	BUY	$49.51 - $89.73 $285,722 - $517,831	5,771 Added 12.54%	51,776 $3.72 Million
Q1 2020 May 11, 2020	SELL	$42.09 - $112.2 $725,294 - $1.93 Million	-17,232 Reduced 27.25%	46,005 $2.47 Million
Q4 2019 Feb 12, 2020	BUY	$98.24 - $119.7 $544,151 - $663,018	5,539 Added 9.6%	63,237 $7.05 Million
Q3 2019 Oct 29, 2019	BUY	$94.06 - $105.06 $323,660 - $361,511	3,441 Added 6.34%	57,698 $5.91 Million
Q2 2019 Aug 06, 2019	BUY	$80.8 - $98.61 $301,868 - $368,406	3,736 Added 7.39%	54,257 $5.08 Million
Q1 2019 May 09, 2019	BUY	$86.9 - $98.89 $4.39 Million - $5 Million	50,521 New	50,521 $4.81 Million

Others Institutions Holding PSX

# of Institutions

1,961

Shares Held

282M

Call Options Held

2.55M

Put Options Held

2.36M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $53.1B
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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Richard C. Young & Co., Ltd. Phillips 66 Transaction History