A detailed history of Summit Trail Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 9,604 shares of PSX stock, worth $1.16 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,604
Previous 8,140 17.99%
Holding current value
$1.16 Million
Previous $1.15 Million 9.83%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$125.0 - $147.17 $183,000 - $215,456
1,464 Added 17.99%
9,604 $1.26 Million
Q2 2024

Aug 13, 2024

BUY
$135.85 - $172.71 $527,913 - $671,151
3,886 Added 91.35%
8,140 $1.15 Million
Q1 2024

Apr 23, 2024

BUY
$127.67 - $163.34 $177,333 - $226,879
1,389 Added 48.48%
4,254 $694,000
Q4 2023

Feb 06, 2024

BUY
$109.19 - $135.72 $34,176 - $42,480
313 Added 12.26%
2,865 $381,000
Q3 2023

Oct 30, 2023

BUY
$95.4 - $124.28 $20,797 - $27,093
218 Added 9.34%
2,552 $306,000
Q2 2023

Jul 25, 2023

BUY
$90.81 - $106.46 $211,950 - $248,477
2,334 New
2,334 $222,000
Q2 2018

Aug 10, 2018

SELL
$94.95 - $121.87 $175,467 - $225,215
-1,848 Closed
0 $0
Q1 2018

May 22, 2018

SELL
$89.58 - $106.9 $17.9 Million - $21.3 Million
-199,547 Reduced 99.08%
1,848 $201,000
Q1 2018

May 21, 2018

BUY
$89.58 - $106.9 $17.9 Million - $21.3 Million
199,642 Added 11388.59%
201,395 $201,000
Q4 2017

Feb 14, 2018

BUY
$90.24 - $102.06 $158,190 - $178,911
1,753
1,753 $182,000

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 $58B
  • 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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