A detailed history of True North Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, True North Advisors, LLC holds 1,678 shares of PSX stock, worth $223,761. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,678
Previous 6,436 73.93%
Holding current value
$223,761
Previous $908,000 75.77%
% of portfolio
0.06%
Previous 0.24%

Shares

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

Oct 08, 2024

SELL
$125.0 - $147.17 $594,750 - $700,234
-4,758 Reduced 73.93%
1,678 $220,000
Q2 2024

Aug 12, 2024

SELL
$135.85 - $172.71 $68,875 - $87,563
-507 Reduced 7.3%
6,436 $908,000
Q1 2024

Apr 12, 2024

SELL
$127.67 - $163.34 $140,564 - $179,837
-1,101 Reduced 13.69%
6,943 $1.13 Million
Q4 2023

Jan 22, 2024

SELL
$109.19 - $135.72 $2,292 - $2,850
-21 Reduced 0.26%
8,044 $1.07 Million
Q3 2023

Nov 14, 2023

BUY
$95.4 - $124.28 $2,766 - $3,604
29 Added 0.36%
8,065 $969,000
Q2 2023

Aug 10, 2023

BUY
$90.81 - $106.46 $12,622 - $14,797
139 Added 1.76%
8,036 $766,000
Q3 2022

Nov 10, 2022

SELL
$74.16 - $93.57 $24,324 - $30,690
-328 Reduced 3.99%
7,897 $637,000
Q2 2022

Jul 28, 2022

BUY
$81.02 - $110.25 $23,657 - $32,193
292 Added 3.68%
8,225 $674,000
Q1 2022

May 12, 2022

BUY
$75.34 - $93.2 $33,903 - $41,940
450 Added 6.01%
7,933 $685,000
Q4 2021

Feb 11, 2022

BUY
$68.67 - $83.73 $50,266 - $61,290
732 Added 10.84%
7,483 $542,000
Q3 2021

Jun 07, 2022

BUY
$64.27 - $87.9 $37,597 - $51,421
585 Added 9.49%
6,751 $472,000
Q2 2021

Jun 07, 2022

BUY
$74.95 - $92.56 $23,159 - $28,601
309 Added 5.28%
6,166 $529,000
Q1 2021

Jun 07, 2022

BUY
$67.38 - $88.66 $25,941 - $34,134
385 Added 7.04%
5,857 $477,000
Q4 2020

May 20, 2022

BUY
$44.22 - $70.86 $241,971 - $387,745
5,472 New
5,472 $382,000

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 $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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