River Wealth Advisors LLC Phillips 66 Transaction History

River Wealth Advisors LLC

$697 Million
Q1 2025

A detailed history of River Wealth Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, River Wealth Advisors LLC holds 19,325 shares of PSX stock, worth $2.41 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

19,325

Previous 22,157 12.78%

Holding current value

$2.41 Million

Previous $2.52 Million 5.47%

% of portfolio

0.34%

Previous 0.34%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$113.93 - $131.55 $322,649 - $372,549	-2,832 Reduced 12.78%	19,325 $2.39 Million
Q4 2024 Feb 13, 2025	SELL	$110.35 - $138.93 $197,636 - $248,823	-1,791 Reduced 7.48%	22,157 $2.52 Million
Q3 2024 Nov 12, 2024	SELL	$125.0 - $147.17 $136,000 - $160,120	-1,088 Reduced 4.35%	23,948 $3.15 Million
Q2 2024 Aug 13, 2024	SELL	$135.85 - $172.71 $64,121 - $81,519	-472 Reduced 1.85%	25,036 $3.53 Million
Q1 2024 May 14, 2024	BUY	$127.67 - $163.34 $47,365 - $60,599	371 Added 1.48%	25,508 $4.17 Million
Q4 2023 Feb 13, 2024	SELL	$109.19 - $135.72 $105,695 - $131,376	-968 Reduced 3.71%	25,137 $3.35 Million
Q3 2023 Nov 13, 2023	SELL	$95.4 - $124.28 $134,991 - $175,856	-1,415 Reduced 5.14%	26,105 $3.14 Million
Q2 2023 Aug 09, 2023	SELL	$90.81 - $106.46 $67,653 - $79,312	-745 Reduced 2.64%	27,520 $2.62 Million
Q1 2023 May 11, 2023	SELL	$93.54 - $111.49 $42,654 - $50,839	-456 Reduced 1.59%	28,265 $2.87 Million
Q4 2022 Feb 10, 2023	BUY	$84.58 - $112.31 $151,821 - $201,596	1,795 Added 6.67%	28,721 $2.99 Million
Q3 2022 Nov 14, 2022	BUY	$74.16 - $93.57 $60,143 - $75,885	811 Added 3.11%	26,926 $2.17 Million
Q2 2022 Aug 10, 2022	BUY	$81.02 - $110.25 $169,817 - $231,084	2,096 Added 8.73%	26,115 $2.14 Million
Q1 2022 May 09, 2022	BUY	$75.34 - $93.2 $25,766 - $31,874	342 Added 1.44%	24,019 $2.08 Million
Q4 2021 Feb 11, 2022	BUY	$68.67 - $83.73 $81,373 - $99,220	1,185 Added 5.27%	23,677 $1.72 Million
Q3 2021 Nov 12, 2021	BUY	$64.27 - $87.9 $14,782 - $20,217	230 Added 1.03%	22,492 $1.58 Million
Q2 2021 Aug 06, 2021	BUY	$74.95 - $92.56 $5,546 - $6,849	74 Added 0.33%	22,262 $1.91 Million
Q1 2021 May 11, 2021	BUY	$67.38 - $88.66 $19,674 - $25,888	292 Added 1.33%	22,188 $1.81 Million
Q4 2020 Feb 16, 2021	BUY	$44.22 - $70.86 $6,367 - $10,203	144 Added 0.66%	21,896 $1.53 Million
Q3 2020 Nov 10, 2020	BUY	$51.84 - $69.11 $74,545 - $99,380	1,438 Added 7.08%	21,752 $1.13 Million
Q2 2020 Aug 11, 2020	BUY	$49.51 - $89.73 $14,159 - $25,662	286 Added 1.43%	20,314 $1.46 Million
Q1 2020 May 05, 2020	SELL	$42.09 - $112.2 $60,735 - $161,904	-1,443 Reduced 6.72%	20,028 $1.07 Million
Q4 2019 Feb 07, 2020	BUY	$98.24 - $119.7 $65,427 - $79,720	666 Added 3.2%	21,471 $2.39 Million
Q3 2019 Oct 29, 2019	BUY	$94.06 - $105.06 $17,965 - $20,066	191 Added 0.93%	20,805 $2.13 Million
Q2 2019 Jul 30, 2019	BUY	$80.8 - $98.61 $25,290 - $30,864	313 Added 1.54%	20,614 $1.93 Million
Q1 2019 May 07, 2019	BUY	$86.9 - $98.89 $165,544 - $188,385	1,905 Added 10.36%	20,301 $1.93 Million
Q4 2018 Jan 25, 2019	BUY	$78.5 - $118.47 $112,961 - $170,478	1,439 Added 8.49%	18,396 $1.59 Million
Q3 2018 Nov 09, 2018	SELL	$109.36 - $123.34 $984 - $1,110	-9 Reduced 0.05%	16,957 $1.91 Million
Q2 2018 Aug 13, 2018	SELL	$94.95 - $121.87 $11,773 - $15,111	-124 Reduced 0.73%	16,966 $1.91 Million
Q1 2018 May 02, 2018	BUY	$89.58 - $106.9 $13,974 - $16,676	156 Added 0.92%	17,090 $1.64 Million
Q4 2017 Feb 09, 2018	BUY	$90.24 - $102.06 $28,967 - $32,761	321 Added 1.93%	16,934 $1.71 Million
Q3 2017 Nov 06, 2017	BUY	$80.89 - $91.8 $1.34 Million - $1.53 Million	16,613	16,613 $1.52 Million

Others Institutions Holding PSX

# of Institutions

2,027

Shares Held

299M

Call Options Held

3.07M

Put Options Held

2.35M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $59.9B
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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River Wealth Advisors LLC Phillips 66 Transaction History