A detailed history of Tower View Investment Management & Research LLC transactions in Phillips 66 stock. As of the latest transaction made, Tower View Investment Management & Research LLC holds 531 shares of PSX stock, worth $74,589. This represents 0.05% of its overall portfolio holdings.

Number of Shares
531
Previous 528 0.57%
Holding current value
$74,589
Previous $70,000 22.86%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Apr 29, 2024

BUY
$127.67 - $163.34 $383 - $490
3 Added 0.57%
531 $86,000
Q4 2023

Feb 06, 2024

BUY
$109.19 - $135.72 $436 - $542
4 Added 0.76%
528 $70,000
Q3 2023

Oct 31, 2023

BUY
$95.4 - $124.28 $381 - $497
4 Added 0.77%
524 $63,000
Q2 2023

Jul 31, 2023

BUY
$90.81 - $106.46 $5,085 - $5,961
56 Added 12.07%
520 $50,000
Q1 2023

May 15, 2023

BUY
$93.54 - $111.49 $467 - $557
5 Added 1.09%
464 $47,000
Q4 2022

Feb 13, 2023

BUY
$84.58 - $112.31 $338 - $449
4 Added 0.88%
459 $48,000
Q3 2022

Nov 15, 2022

BUY
$74.16 - $93.57 $370 - $467
5 Added 1.11%
455 $37,000
Q1 2022

May 13, 2022

SELL
$75.34 - $93.2 $3,767 - $4,660
-50 Reduced 10.0%
450 $39,000
Q3 2021

Nov 08, 2021

BUY
$64.27 - $87.9 $32,134 - $43,950
500 New
500 $35,000

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 $67.6B
  • 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
Track This Portfolio

Track Tower View Investment Management & Research LLC Portfolio

Follow Tower View Investment Management & Research LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tower View Investment Management & Research LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tower View Investment Management & Research LLC with notifications on news.