A detailed history of Stonegate Investment Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Stonegate Investment Group, LLC holds 495,213 shares of PSX stock, worth $68.5 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
495,213
Previous 537,506 7.87%
Holding current value
$68.5 Million
Previous $71.6 Million 13.03%
% of portfolio
2.65%
Previous 2.47%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$127.67 - $163.34 $5.4 Million - $6.91 Million
-42,293 Reduced 7.87%
495,213 $80.9 Million
Q4 2023

Jan 23, 2024

BUY
$109.19 - $135.72 $30,900 - $38,408
283 Added 0.05%
537,506 $71.6 Million
Q3 2023

Oct 24, 2023

SELL
$95.4 - $124.28 $1.21 Million - $1.58 Million
-12,708 Reduced 2.31%
537,223 $64.5 Million
Q2 2023

Jul 26, 2023

SELL
$90.81 - $106.46 $294,406 - $345,143
-3,242 Reduced 0.59%
549,931 $52.5 Million
Q1 2023

Apr 20, 2023

BUY
$93.54 - $111.49 $5.52 Million - $6.57 Million
58,967 Added 11.93%
553,173 $56.1 Million
Q4 2022

Jan 24, 2023

BUY
$84.58 - $112.31 $51,086 - $67,835
604 Added 0.12%
494,206 $0
Q3 2022

Oct 28, 2022

BUY
$74.16 - $93.57 $418,707 - $528,296
5,646 Added 1.16%
493,602 $39.8 Million
Q2 2022

Aug 09, 2022

BUY
$81.02 - $110.25 $767,340 - $1.04 Million
9,471 Added 1.98%
487,956 $40 Million
Q1 2022

May 16, 2022

BUY
$75.34 - $93.2 $1.27 Million - $1.57 Million
16,843 Added 3.65%
478,485 $41.3 Million
Q4 2021

Feb 11, 2022

BUY
$68.67 - $83.73 $31.7 Million - $38.7 Million
461,642 New
461,642 $33.5 Million

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 $66.6B
  • 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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