A detailed history of River Wealth Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, River Wealth Advisors LLC holds 23,948 shares of PSX stock, worth $3.19 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
23,948
Previous 25,036 4.35%
Holding current value
$3.19 Million
Previous $3.53 Million 10.95%
% of portfolio
0.43%
Previous 0.51%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $64.1B
  • 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 ...
More about PSX
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