A detailed history of Soltis Investment Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 3,391 shares of PSX stock, worth $444,390. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,391
Previous 3,266 3.83%
Holding current value
$444,390
Previous $533,000 10.32%
% of portfolio
0.05%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $63B
  • 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 Soltis Investment Advisors LLC Portfolio

Follow Soltis Investment Advisors 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 Soltis Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Soltis Investment Advisors LLC with notifications on news.