Teamwork Financial Advisors, LLC Phillips 66 Transaction History

Teamwork Financial Advisors, LLC

$720 Million
Q3 2024

A detailed history of Teamwork Financial Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 4,177 shares of PSX stock, worth $557,002. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,177

Previous 19,803 78.91%

Holding current value

$557,002

Previous $2.8 Million 80.36%

% of portfolio

0.08%

Previous 0.41%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$125.0 - $147.17 $1.95 Million - $2.3 Million	-15,626 Reduced 78.91%	4,177 $549,000
Q2 2024 Aug 06, 2024	BUY	$135.85 - $172.71 $489,060 - $621,756	3,600 Added 22.22%	19,803 $2.8 Million
Q1 2024 Apr 19, 2024	BUY	$127.67 - $163.34 $1.17 Million - $1.49 Million	9,147 Added 129.63%	16,203 $2.65 Million
Q4 2023 Jan 19, 2024	SELL	$109.19 - $135.72 $831,045 - $1.03 Million	-7,611 Reduced 51.89%	7,056 $939,000
Q3 2023 Oct 31, 2023	BUY	$95.4 - $124.28 $27,952 - $36,414	293 Added 2.04%	14,667 $1.76 Million
Q2 2023 Jul 17, 2023	BUY	$90.81 - $106.46 $29,604 - $34,705	326 Added 2.32%	14,374 $1.37 Million
Q1 2023 Apr 06, 2023	BUY	$93.54 - $111.49 $129,646 - $154,525	1,386 Added 10.95%	14,048 $1.42 Million
Q4 2022 Jan 17, 2023	BUY	$84.58 - $112.31 $335,613 - $445,646	3,968 Added 45.64%	12,662 $0
Q3 2022 Oct 12, 2022	SELL	$74.16 - $93.57 $990,777 - $1.25 Million	-13,360 Reduced 60.58%	8,694 $702,000
Q2 2022 Jul 22, 2022	SELL	$81.02 - $110.25 $1.56 Million - $2.12 Million	-19,217 Reduced 46.56%	22,054 $1.81 Million
Q1 2022 Apr 18, 2022	BUY	$75.34 - $93.2 $1.98 Million - $2.45 Million	26,284 Added 175.38%	41,271 $3.57 Million
Q4 2021 Jan 31, 2022	BUY	$68.67 - $83.73 $1.03 Million - $1.25 Million	14,987 New	14,987 $1.09 Million

Others Institutions Holding PSX

# of Institutions

1,958

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 $64.1B
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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Teamwork Financial Advisors, LLC Phillips 66 Transaction History