A detailed history of Sage Mountain Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 2,653 shares of PSX stock, worth $353,777. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,653
Previous 2,120 25.14%
Holding current value
$353,777
Previous $299,000 16.39%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 29, 2024

BUY
$125.0 - $147.17 $66,625 - $78,441
533 Added 25.14%
2,653 $348,000
Q2 2024

Jul 31, 2024

BUY
$135.85 - $172.71 $47,819 - $60,793
352 Added 19.91%
2,120 $299,000
Q1 2024

Apr 23, 2024

SELL
$127.67 - $163.34 $58,345 - $74,646
-457 Reduced 20.54%
1,768 $288,000
Q4 2023

Feb 01, 2024

BUY
$109.19 - $135.72 $29,590 - $36,780
271 Added 13.87%
2,225 $296,000
Q3 2023

Oct 25, 2023

BUY
$95.4 - $124.28 $186,411 - $242,843
1,954 New
1,954 $234,000

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 $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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