A detailed history of Schechter Investment Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 5,961 shares of PSX stock, worth $755,020. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,961
Previous 6,192 3.73%
Holding current value
$755,020
Previous $1.01 Million 16.82%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$135.85 - $172.71 $31,381 - $39,896
-231 Reduced 3.73%
5,961 $841,000
Q1 2024

May 06, 2024

BUY
$127.67 - $163.34 $124,733 - $159,583
977 Added 18.73%
6,192 $1.01 Million
Q4 2023

Jan 17, 2024

BUY
$109.19 - $135.72 $372,993 - $463,619
3,416 Added 189.88%
5,215 $694,000
Q3 2023

Nov 06, 2023

BUY
$95.4 - $124.28 $171,624 - $223,579
1,799 New
1,799 $216,000
Q4 2022

Feb 13, 2023

BUY
$84.58 - $112.31 $172,712 - $229,337
2,042 New
2,042 $212,000

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 $60.9B
  • 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 ...
More about PSX
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