A detailed history of Sea Crest Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 5,087 shares of PSX stock, worth $589,227. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,087
Previous 7,923 35.79%
Holding current value
$589,227
Previous $1.12 Million 40.25%
% of portfolio
0.07%
Previous 0.13%

Shares

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

Oct 16, 2024

SELL
$125.0 - $147.17 $354,500 - $417,374
-2,836 Reduced 35.79%
5,087 $668,000
Q2 2024

Jul 19, 2024

SELL
$135.85 - $172.71 $5,705 - $7,253
-42 Reduced 0.53%
7,923 $1.12 Million
Q1 2024

Apr 18, 2024

SELL
$127.67 - $163.34 $102,008 - $130,508
-799 Reduced 9.12%
7,965 $1.3 Million
Q4 2023

Jan 18, 2024

SELL
$109.19 - $135.72 $2,183 - $2,714
-20 Reduced 0.23%
8,764 $1.17 Million
Q3 2023

Oct 12, 2023

SELL
$95.4 - $124.28 $76,033 - $99,051
-797 Reduced 8.32%
8,784 $1.06 Million
Q2 2023

Jul 14, 2023

SELL
$90.81 - $106.46 $57,028 - $66,856
-628 Reduced 6.15%
9,581 $913,000
Q1 2023

May 11, 2023

BUY
$93.54 - $111.49 $67,068 - $79,938
717 Added 7.55%
10,209 $1.03 Million
Q4 2022

Feb 14, 2023

SELL
$84.58 - $112.31 $98,704 - $131,065
-1,167 Reduced 10.95%
9,492 $987,000
Q3 2022

Nov 14, 2022

BUY
$74.16 - $93.57 $889 - $1,122
12 Added 0.11%
10,659 $860,000
Q2 2022

Aug 09, 2022

BUY
$81.02 - $110.25 $359,566 - $489,289
4,438 Added 71.48%
10,647 $873,000
Q1 2022

May 16, 2022

BUY
$75.34 - $93.2 $77,600 - $95,996
1,030 Added 19.89%
6,209 $536,000
Q4 2021

Feb 11, 2022

BUY
$68.67 - $83.73 $4,394 - $5,358
64 Added 1.25%
5,179 $375,000
Q3 2021

Nov 16, 2021

SELL
$64.27 - $87.9 $11,247 - $15,382
-175 Reduced 3.31%
5,115 $358,000
Q2 2021

Aug 12, 2021

SELL
$74.95 - $92.56 $11,392 - $14,069
-152 Reduced 2.79%
5,290 $454,000
Q1 2021

May 17, 2021

BUY
$67.38 - $88.66 $23,178 - $30,499
344 Added 6.75%
5,442 $444,000
Q4 2020

Feb 09, 2021

SELL
$44.22 - $70.86 $5,041 - $8,078
-114 Reduced 2.19%
5,098 $357,000
Q3 2020

Nov 12, 2020

BUY
$51.84 - $69.11 $2,332 - $3,109
45 Added 0.87%
5,212 $270,000
Q2 2020

Jul 27, 2020

SELL
$49.51 - $89.73 $1,930 - $3,499
-39 Reduced 0.75%
5,167 $372,000
Q1 2020

May 13, 2020

BUY
$42.09 - $112.2 $39,985 - $106,590
950 Added 22.32%
5,206 $279,000
Q4 2019

Jan 22, 2020

BUY
$98.24 - $119.7 $24,068 - $29,326
245 Added 6.11%
4,256 $474,000
Q3 2019

Oct 15, 2019

BUY
$94.06 - $105.06 $27,841 - $31,097
296 Added 7.97%
4,011 $411,000
Q2 2019

Jul 19, 2019

SELL
$80.8 - $98.61 $11,554 - $14,101
-143 Reduced 3.71%
3,715 $348,000
Q1 2019

May 10, 2019

BUY
$86.9 - $98.89 $22,680 - $25,810
261 Added 7.26%
3,858 $367,000
Q4 2018

Feb 13, 2019

SELL
$78.5 - $118.47 $68,687 - $103,661
-875 Reduced 19.57%
3,597 $310,000
Q3 2018

Nov 14, 2018

SELL
$109.36 - $123.34 $202,316 - $228,179
-1,850 Reduced 29.26%
4,472 $504,000
Q2 2018

Aug 03, 2018

BUY
$94.95 - $121.87 $16,996 - $21,814
179 Added 2.91%
6,322 $710,000
Q1 2018

Apr 20, 2018

SELL
$89.58 - $106.9 $31,442 - $37,521
-351 Reduced 5.4%
6,143 $589,000
Q4 2017

Feb 02, 2018

BUY
$90.24 - $102.06 $586,018 - $662,777
6,494
6,494 $657,000

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 $55.7B
  • 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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