A detailed history of San Luis Wealth Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 5,153 shares of PSX stock, worth $687,152. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,153
Previous 2,563 101.05%
Holding current value
$687,152
Previous $362,000 87.02%
% of portfolio
0.14%
Previous 0.09%

Shares

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

Oct 09, 2024

BUY
$125.0 - $147.17 $323,750 - $381,170
2,590 Added 101.05%
5,153 $677,000
Q2 2024

Jul 12, 2024

BUY
$135.85 - $172.71 $348,183 - $442,655
2,563 New
2,563 $362,000
Q2 2023

Aug 02, 2023

SELL
$90.81 - $106.46 $998 - $1,171
-11 Reduced 0.24%
4,496 $429,000
Q1 2023

May 10, 2023

BUY
$93.54 - $111.49 $421,584 - $502,485
4,507 New
4,507 $457,000
Q2 2022

Aug 10, 2022

SELL
$81.02 - $110.25 $643,055 - $875,054
-7,937 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$75.34 - $93.2 $597,973 - $739,728
7,937 New
7,937 $575,000
Q4 2021

Feb 14, 2022

SELL
$68.67 - $83.73 $1.05 Million - $1.28 Million
-15,339 Closed
0 $0
Q3 2021

Nov 09, 2021

BUY
$64.27 - $87.9 $656,710 - $898,162
10,218 Added 199.53%
15,339 $1.07 Million
Q4 2020

Feb 05, 2021

BUY
$44.22 - $70.86 $226,450 - $362,874
5,121 New
5,121 $358,000

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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