A detailed history of Valley National Advisers Inc transactions in Phillips 66 stock. As of the latest transaction made, Valley National Advisers Inc holds 874 shares of PSX stock, worth $97,520. This represents 0.02% of its overall portfolio holdings.

Number of Shares
874
Previous 1,105 20.9%
Holding current value
$97,520
Previous $155,000 26.45%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 24, 2024

SELL
$125.0 - $147.17 $28,875 - $33,996
-231 Reduced 20.9%
874 $114,000
Q2 2024

Jul 18, 2024

BUY
$135.85 - $172.71 $23,909 - $30,396
176 Added 18.95%
1,105 $155,000
Q1 2024

Apr 19, 2024

SELL
$127.67 - $163.34 $2,808 - $3,593
-22 Reduced 2.31%
929 $151,000
Q4 2023

Jan 25, 2024

BUY
$109.19 - $135.72 $23,148 - $28,772
212 Added 28.69%
951 $126,000
Q3 2023

Nov 13, 2023

BUY
$95.4 - $124.28 $6,201 - $8,078
65 Added 9.64%
739 $89,000
Q4 2022

Jan 12, 2023

SELL
$84.58 - $112.31 $676 - $898
-8 Reduced 1.17%
674 $68,000
Q1 2022

May 06, 2022

SELL
$75.34 - $93.2 $602 - $745
-8 Reduced 1.16%
682 $59,000
Q4 2021

Feb 11, 2022

SELL
$68.67 - $83.73 $10,712 - $13,061
-156 Reduced 18.44%
690 $50,000
Q3 2021

Nov 10, 2021

SELL
$64.27 - $87.9 $7,005 - $9,581
-109 Reduced 11.41%
846 $59,000
Q1 2021

May 07, 2021

BUY
$67.38 - $88.66 $4,986 - $6,560
74 Added 8.4%
955 $78,000
Q4 2020

Feb 11, 2021

SELL
$44.22 - $70.86 $1,591 - $2,550
-36 Reduced 3.93%
881 $62,000
Q2 2020

Aug 10, 2020

SELL
$49.51 - $89.73 $547,333 - $991,965
-11,055 Reduced 92.34%
917 $66,000
Q1 2020

May 13, 2020

SELL
$42.09 - $112.2 $42,889 - $114,331
-1,019 Reduced 7.84%
11,972 $642,000
Q4 2019

Feb 13, 2020

SELL
$98.24 - $119.7 $17,388 - $21,186
-177 Reduced 1.34%
12,991 $1.45 Million
Q3 2019

Nov 12, 2019

BUY
$94.06 - $105.06 $138,268 - $154,438
1,470 Added 12.57%
13,168 $1.35 Million
Q2 2019

Aug 08, 2019

BUY
$80.8 - $98.61 $18,826 - $22,976
233 Added 2.03%
11,698 $1.09 Million
Q1 2019

Apr 26, 2019

BUY
$86.9 - $98.89 $482,381 - $548,938
5,551 Added 93.86%
11,465 $1.09 Million
Q4 2018

Feb 25, 2019

SELL
$78.5 - $118.47 $5,495 - $8,292
-70 Reduced 1.17%
5,914 $509,000
Q3 2018

Nov 08, 2018

SELL
$109.36 - $123.34 $21,215 - $23,927
-194 Reduced 3.14%
5,984 $675,000
Q2 2018

Aug 14, 2018

SELL
$94.95 - $121.87 $41,872 - $53,744
-441 Reduced 6.66%
6,178 $694,000
Q1 2018

Apr 19, 2018

SELL
$89.58 - $106.9 $24,186 - $28,863
-270 Reduced 3.92%
6,619 $635,000
Q4 2017

Feb 13, 2018

BUY
$90.24 - $102.06 $9,024 - $10,206
100 Added 1.47%
6,889 $697,000
Q3 2017

Nov 14, 2017

BUY
$80.89 - $91.8 $549,162 - $623,230
6,789
6,789 $622,000

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 $53.7B
  • 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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