A detailed history of Sfmg, LLC transactions in Phillips 66 stock. As of the latest transaction made, Sfmg, LLC holds 1,605 shares of PSX stock, worth $210,913. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,605
Previous 1,421 12.95%
Holding current value
$210,913
Previous $232,000 2.59%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2024

BUY
$135.85 - $172.71 $24,996 - $31,778
184 Added 12.95%
1,605 $226,000
Q1 2024

May 07, 2024

BUY
$127.67 - $163.34 $181,419 - $232,106
1,421 New
1,421 $232,000
Q1 2023

May 01, 2023

BUY
$93.54 - $111.49 $18,520 - $22,075
198 Added 6.54%
3,227 $327,000
Q4 2022

Jan 25, 2023

SELL
$84.58 - $112.31 $7,781 - $10,332
-92 Reduced 2.95%
3,029 $0
Q3 2022

Oct 20, 2022

BUY
$74.16 - $93.57 $11,494 - $14,503
155 Added 5.23%
3,121 $290,000
Q2 2022

Aug 08, 2022

BUY
$81.02 - $110.25 $240,305 - $327,001
2,966 New
2,966 $243,000

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 $63.2B
  • 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
Track This Portfolio

Track Sfmg, LLC Portfolio

Follow Sfmg, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfmg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sfmg, LLC with notifications on news.