Sowell Financial Services LLC Phillips 66 Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Phillips 66 stock. As of the latest transaction made, Sowell Financial Services LLC holds 63,594 shares of PSX stock, worth $7.12 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

63,594

Previous 15,706 304.9%

Holding current value

$7.12 Million

Previous $2.22 Million 277.0%

% of portfolio

0.4%

Previous 0.11%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$125.0 - $147.17 $5.99 Million - $7.05 Million	47,888 Added 304.9%	63,594 $8.36 Million
Q2 2024 Aug 13, 2024	SELL	$135.85 - $172.71 $85,313 - $108,461	-628 Reduced 3.84%	15,706 $2.22 Million
Q1 2024 May 03, 2024	SELL	$127.67 - $163.34 $56,940 - $72,849	-446 Reduced 2.66%	16,334 $2.67 Million
Q4 2023 Jan 24, 2024	BUY	$109.19 - $135.72 $88,553 - $110,068	811 Added 5.08%	16,780 $2.23 Million
Q3 2023 Nov 08, 2023	BUY	$95.4 - $124.28 $447,807 - $583,370	4,694 Added 41.63%	15,969 $1.92 Million
Q2 2023 Aug 14, 2023	BUY	$90.81 - $106.46 $216,400 - $253,694	2,383 Added 26.8%	11,275 $1.08 Million
Q1 2023 May 12, 2023	SELL	$93.54 - $111.49 $257,141 - $306,486	-2,749 Reduced 23.61%	8,892 $901,000
Q4 2022 Feb 09, 2023	BUY	$84.58 - $112.31 $984,595 - $1.31 Million	11,641 New	11,641 $1.21 Million
Q4 2021 Feb 09, 2022	SELL	$68.67 - $83.73 $990,358 - $1.21 Million	-14,422 Closed	0 $0
Q3 2021 Nov 04, 2021	SELL	$64.27 - $87.9 $142,229 - $194,522	-2,213 Reduced 13.3%	14,422 $1.01 Million
Q2 2021 Aug 05, 2021	SELL	$74.95 - $92.56 $140,756 - $173,827	-1,878 Reduced 10.14%	16,635 $1.43 Million
Q1 2021 May 07, 2021	SELL	$67.38 - $88.66 $82,877 - $109,051	-1,230 Reduced 6.23%	18,513 $1.59 Million
Q4 2020 Jan 13, 2021	SELL	$44.22 - $70.86 $25,470 - $40,815	-576 Reduced 2.83%	19,743 $1.38 Million
Q3 2020 Nov 12, 2020	SELL	$51.84 - $69.11 $34,162 - $45,543	-659 Reduced 3.14%	20,319 $1.05 Million
Q2 2020 Aug 13, 2020	BUY	$49.51 - $89.73 $279,186 - $505,987	5,639 Added 36.76%	20,978 $1.51 Million
Q1 2020 May 12, 2020	SELL	$42.09 - $112.2 $7,197 - $19,186	-171 Reduced 1.1%	15,339 $823,000
Q4 2019 Feb 07, 2020	BUY	$98.24 - $119.7 $82,128 - $100,069	836 Added 5.7%	15,510 $1.73 Million
Q3 2019 Nov 14, 2019	BUY	$94.06 - $105.06 $436,814 - $487,898	4,644 Added 46.3%	14,674 $1.5 Million
Q1 2019 May 15, 2019	SELL	$86.9 - $98.89 $85,248 - $97,011	-981 Reduced 8.91%	10,030 $0
Q4 2018 Mar 05, 2019	BUY	$78.5 - $118.47 $5,495 - $8,292	70 Added 0.64%	11,011 $949,000
Q3 2018 Nov 13, 2018	BUY	$109.36 - $123.34 $10,279 - $11,593	94 Added 0.87%	10,941 $1.23 Million
Q2 2018 Aug 14, 2018	BUY	$94.95 - $121.87 $130,556 - $167,571	1,375 Added 14.52%	10,847 $1.32 Million
Q1 2018 May 10, 2018	BUY	$89.58 - $106.9 $219,023 - $261,370	2,445 Added 34.79%	9,472 $1.09 Million
Q4 2017 Jan 29, 2018	BUY	$90.24 - $102.06 $55,948 - $63,277	620 Added 9.68%	7,027 $740,000
Q3 2017 Nov 07, 2017	BUY	$80.89 - $91.8 $518,262 - $588,162	6,407	6,407 $591,000

Others Institutions Holding PSX

# of Institutions

1,961

Shares Held

282M

Call Options Held

2.55M

Put Options Held

2.36M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $53.9B
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 ...

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Sowell Financial Services LLC Phillips 66 Transaction History