A detailed history of Steward Partners Investment Advisory, LLC transactions in Phillips 66 stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 125,168 shares of PSX stock, worth $13.8 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
125,168
Previous 108,481 15.38%
Holding current value
$13.8 Million
Previous $15.3 Million 7.43%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Nov 14, 2024

BUY
$125.0 - $147.17 $2.09 Million - $2.46 Million
16,687 Added 15.38%
125,168 $16.5 Million
Q2 2024

Aug 08, 2024

SELL
$135.85 - $172.71 $78,521 - $99,826
-578 Reduced 0.53%
108,481 $15.3 Million
Q1 2024

May 15, 2024

BUY
$127.67 - $163.34 $12,639 - $16,170
99 Added 0.09%
109,059 $17.8 Million
Q4 2023

Feb 12, 2024

BUY
$109.19 - $135.72 $1.29 Million - $1.61 Million
11,850 Added 12.2%
108,960 $14.5 Million
Q3 2023

Nov 13, 2023

BUY
$95.4 - $124.28 $38,350 - $49,960
402 Added 0.42%
97,110 $11.7 Million
Q2 2023

Aug 14, 2023

BUY
$90.81 - $106.46 $34,871 - $40,880
384 Added 0.4%
96,708 $9.22 Million
Q1 2023

May 15, 2023

SELL
$93.54 - $111.49 $376,966 - $449,304
-4,030 Reduced 4.02%
96,324 $9.77 Million
Q4 2022

Feb 15, 2023

BUY
$84.58 - $112.31 $155,880 - $206,987
1,843 Added 1.87%
100,354 $10.4 Million
Q3 2022

Nov 10, 2022

SELL
$74.16 - $93.57 $2.35 Million - $2.97 Million
-31,739 Reduced 24.37%
98,511 $7.95 Million
Q2 2022

Aug 04, 2022

SELL
$81.02 - $110.25 $97,710 - $132,961
-1,206 Reduced 0.92%
130,250 $10.7 Million
Q1 2022

May 02, 2022

BUY
$75.34 - $93.2 $5.12 Million - $6.33 Million
67,921 Added 106.9%
131,456 $11.4 Million
Q4 2021

Feb 08, 2022

SELL
$68.67 - $83.73 $142,764 - $174,074
-2,079 Reduced 3.17%
63,535 $4.6 Million
Q3 2021

Nov 12, 2021

BUY
$64.27 - $87.9 $147,628 - $201,906
2,297 Added 3.63%
65,614 $4.6 Million
Q2 2021

Aug 13, 2021

SELL
$74.95 - $92.56 $71,802 - $88,672
-958 Reduced 1.49%
63,317 $5.43 Million
Q1 2021

May 14, 2021

BUY
$67.38 - $88.66 $254,224 - $334,514
3,773 Added 6.24%
64,275 $5.24 Million
Q4 2020

Feb 11, 2021

SELL
$44.22 - $70.86 $977,792 - $1.57 Million
-22,112 Reduced 26.77%
60,502 $4.23 Million
Q3 2020

Oct 30, 2020

BUY
$51.84 - $69.11 $645,356 - $860,350
12,449 Added 17.74%
82,614 $4.28 Million
Q2 2020

Aug 06, 2020

BUY
$49.51 - $89.73 $487,029 - $882,674
9,837 Added 16.31%
70,165 $5.05 Million
Q1 2020

Apr 29, 2020

SELL
$42.09 - $112.2 $90,872 - $242,239
-2,159 Reduced 3.46%
60,328 $3.24 Million
Q4 2019

Jan 17, 2020

SELL
$98.24 - $119.7 $10,315 - $12,568
-105 Reduced 0.17%
62,487 $6.96 Million
Q3 2019

Oct 30, 2019

BUY
$94.06 - $105.06 $266,566 - $297,740
2,834 Added 4.74%
62,592 $6.41 Million
Q2 2019

Jul 25, 2019

BUY
$80.8 - $98.61 $202,727 - $247,412
2,509 Added 4.38%
59,758 $5.59 Million
Q1 2019

Apr 30, 2019

BUY
$86.9 - $98.89 $50,923 - $57,949
586 Added 1.03%
57,249 $5.45 Million
Q4 2018

Jan 15, 2019

SELL
$78.5 - $118.47 $363,690 - $548,871
-4,633 Reduced 7.56%
56,663 $4.88 Million
Q3 2018

Oct 23, 2018

BUY
$109.36 - $123.34 $413,490 - $466,348
3,781 Added 6.57%
61,296 $6.91 Million
Q2 2018

Jul 20, 2018

BUY
$94.95 - $121.87 $142,235 - $182,561
1,498 Added 2.67%
57,515 $6.46 Million
Q1 2018

Apr 20, 2018

BUY
$89.58 - $106.9 $248,047 - $296,006
2,769 Added 5.2%
56,017 $5.37 Million
Q4 2017

Jan 19, 2018

BUY
$90.24 - $102.06 $50,805 - $57,459
563 Added 1.07%
53,248 $5.39 Million
Q3 2017

Nov 22, 2017

BUY
$80.89 - $91.8 $402,265 - $456,521
4,973 Added 10.42%
52,685 $4.83 Million
Q2 2017

Nov 22, 2017

BUY
N/A
8,590 Added 21.96%
47,712 $3.95 Million
Q1 2017

Nov 22, 2017

BUY
N/A
30,707 Added 364.91%
39,122 $3.1 Million
Q4 2016

Nov 22, 2017

BUY
N/A
8,415
8,415 $727,000

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 $53.1B
  • 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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