A detailed history of Transamerica Financial Advisors, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 1,674 shares of PSX stock, worth $217,469. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,674
Previous 1,149 45.69%
Holding current value
$217,469
Previous $163,000 34.97%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$125.0 - $147.17 $65,625 - $77,264
525 Added 45.69%
1,674 $220,000
Q1 2024

May 15, 2024

SELL
$127.67 - $163.34 $7,277 - $9,310
-57 Reduced 4.73%
1,149 $188,000
Q4 2023

Feb 12, 2024

SELL
$109.19 - $135.72 $23,475 - $29,179
-215 Reduced 15.13%
1,206 $161,000
Q3 2023

Nov 14, 2023

SELL
$95.4 - $124.28 $47,795 - $62,264
-501 Reduced 26.07%
1,421 $171,000
Q2 2023

Aug 14, 2023

BUY
$90.81 - $106.46 $127,224 - $149,150
1,401 Added 268.91%
1,922 $184,000
Q2 2022

Aug 15, 2022

BUY
$81.02 - $110.25 $42,211 - $57,440
521 New
521 $42,000
Q3 2020

Nov 12, 2020

SELL
$51.84 - $69.11 $51 - $69
-1 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$49.51 - $89.73 $49 - $89
1 New
1 $1,000
Q1 2020

May 15, 2020

SELL
$42.09 - $112.2 $42 - $112
-1 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$98.24 - $119.7 $98 - $119
1 New
1 $1,000
Q3 2019

Nov 12, 2019

SELL
$94.06 - $105.06 $182,006 - $203,291
-1,935 Closed
0 $0
Q2 2019

Aug 21, 2019

BUY
$80.8 - $98.61 $156,348 - $190,810
1,935 New
1,935 $181,000
Q1 2019

May 14, 2019

SELL
$86.9 - $98.89 $461,612 - $525,303
-5,312 Closed
0 $0
Q4 2018

Feb 04, 2019

SELL
$78.5 - $118.47 $548,872 - $828,342
-6,992 Reduced 56.83%
5,312 $458,000
Q3 2018

Nov 13, 2018

SELL
$109.36 - $123.34 $47,462 - $53,529
-434 Reduced 3.41%
12,304 $1.39 Million
Q2 2018

Jul 25, 2018

BUY
$94.95 - $121.87 $928,041 - $1.19 Million
9,774 Added 329.76%
12,738 $1.43 Million
Q1 2018

May 09, 2018

BUY
$89.58 - $106.9 $265,515 - $316,851
2,964 New
2,964 $285,000

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 $62.5B
  • 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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