A detailed history of Soltis Investment Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 3,157 shares of PSX stock, worth $420,733. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,157
Previous 3,391 6.9%
Holding current value
$420,733
Previous $478,000 13.39%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 18, 2024

SELL
$125.0 - $147.17 $29,250 - $34,437
-234 Reduced 6.9%
3,157 $414,000
Q2 2024

Aug 12, 2024

BUY
$135.85 - $172.71 $16,981 - $21,588
125 Added 3.83%
3,391 $478,000
Q1 2024

Apr 29, 2024

BUY
$127.67 - $163.34 $169,801 - $217,242
1,330 Added 68.7%
3,266 $533,000
Q4 2023

Jan 26, 2024

BUY
$109.19 - $135.72 $1,528 - $1,900
14 Added 0.73%
1,936 $257,000
Q3 2023

Nov 08, 2023

BUY
$95.4 - $124.28 $183,358 - $238,866
1,922 New
1,922 $230,000
Q2 2022

Aug 11, 2022

BUY
$81.02 - $110.25 $6,481 - $8,820
80 Added 3.31%
2,498 $205,000
Q1 2022

May 06, 2022

BUY
$75.34 - $93.2 $182,172 - $225,357
2,418 New
2,418 $209,000
Q3 2021

Nov 09, 2021

SELL
$64.27 - $87.9 $155,854 - $213,157
-2,425 Closed
0 $0
Q2 2021

Aug 04, 2021

BUY
$74.95 - $92.56 $181,753 - $224,458
2,425 New
2,425 $208,000
Q1 2020

May 07, 2020

SELL
$42.09 - $112.2 $83,464 - $222,492
-1,983 Closed
0 $0
Q4 2019

Feb 12, 2020

BUY
$98.24 - $119.7 $194,809 - $237,365
1,983 New
1,983 $221,000

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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