A detailed history of Schear Investment Advisers, LLC transactions in Phillips 66 stock. As of the latest transaction made, Schear Investment Advisers, LLC holds 6,922 shares of PSX stock, worth $922,564. This represents 0.58% of its overall portfolio holdings.

Number of Shares
6,922
Previous 6,494 6.59%
Holding current value
$922,564
Previous $916,000 0.76%
% of portfolio
0.58%
Previous 0.68%

Shares

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

Nov 06, 2024

BUY
$125.0 - $147.17 $53,500 - $62,988
428 Added 6.59%
6,922 $909,000
Q2 2024

Jul 30, 2024

BUY
$135.85 - $172.71 $46,460 - $59,066
342 Added 5.56%
6,494 $916,000
Q1 2024

May 01, 2024

BUY
$127.67 - $163.34 $159,715 - $204,338
1,251 Added 25.53%
6,152 $1 Million
Q4 2023

Jan 31, 2024

BUY
$109.19 - $135.72 $3,166 - $3,935
29 Added 0.6%
4,901 $652,000
Q3 2023

Oct 25, 2023

SELL
$95.4 - $124.28 $24,136 - $31,442
-253 Reduced 4.94%
4,872 $585,000
Q2 2023

Jul 17, 2023

SELL
$90.81 - $106.46 $11,896 - $13,946
-131 Reduced 2.49%
5,125 $488,000
Q1 2023

Apr 25, 2023

BUY
$93.54 - $111.49 $9,354 - $11,149
100 Added 1.94%
5,256 $533 Million
Q4 2022

Jan 24, 2023

BUY
$84.58 - $112.31 $436,094 - $579,070
5,156 New
5,156 $537 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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