Visionary Wealth Advisors Phillips 66 Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Phillips 66 stock. As of the latest transaction made, Visionary Wealth Advisors holds 67,516 shares of PSX stock, worth $9.06 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

67,516

Previous 60,857 10.94%

Holding current value

$9.06 Million

Previous $8.59 Million 3.29%

% of portfolio

0.56%

Previous 0.58%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$125.0 - $147.17 $832,375 - $980,005	6,659 Added 10.94%	67,516 $8.87 Million
Q2 2024 Aug 13, 2024	BUY	$135.85 - $172.71 $216,273 - $274,954	1,592 Added 2.69%	60,857 $8.59 Million
Q1 2024 May 15, 2024	SELL	$127.67 - $163.34 $1.31 Million - $1.68 Million	-10,297 Reduced 14.8%	59,265 $9.68 Million
Q4 2023 Feb 14, 2024	SELL	$109.19 - $135.72 $46,078 - $57,273	-422 Reduced 0.6%	69,562 $9.26 Million
Q3 2023 Nov 13, 2023	SELL	$95.4 - $124.28 $302,990 - $394,713	-3,176 Reduced 4.34%	69,984 $8.41 Million
Q2 2023 Aug 11, 2023	SELL	$90.81 - $106.46 $92,898 - $108,908	-1,023 Reduced 1.38%	73,160 $6.98 Million
Q1 2023 May 15, 2023	SELL	$93.54 - $111.49 $136,287 - $162,440	-1,457 Reduced 1.93%	74,183 $7.52 Million
Q4 2022 Feb 13, 2023	BUY	$84.58 - $112.31 $193,011 - $256,291	2,282 Added 3.11%	75,640 $7.87 Million
Q3 2022 Nov 14, 2022	BUY	$74.16 - $93.57 $288,704 - $364,268	3,893 Added 5.6%	73,358 $5.92 Million
Q2 2022 Aug 12, 2022	BUY	$81.02 - $110.25 $453,306 - $616,848	5,595 Added 8.76%	69,465 $5.7 Million
Q1 2022 May 12, 2022	BUY	$75.34 - $93.2 $511,181 - $632,362	6,785 Added 11.89%	63,870 $5.52 Million
Q4 2021 Feb 14, 2022	BUY	$68.67 - $83.73 $194,816 - $237,542	2,837 Added 5.23%	57,085 $4.14 Million
Q3 2021 Nov 12, 2021	BUY	$64.27 - $87.9 $1.53 Million - $2.09 Million	23,782 Added 78.06%	54,248 $3.8 Million
Q2 2021 Aug 13, 2021	BUY	$74.95 - $92.56 $13,341 - $16,475	178 Added 0.59%	30,466 $2.62 Million
Q1 2021 May 18, 2021	SELL	$67.38 - $88.66 $94,534 - $124,389	-1,403 Reduced 4.43%	30,288 $2.47 Million
Q4 2020 Feb 16, 2021	BUY	$44.22 - $70.86 $87,688 - $140,515	1,983 Added 6.67%	31,691 $2.22 Million
Q3 2020 Nov 16, 2020	BUY	$51.84 - $69.11 $153,705 - $204,911	2,965 Added 11.09%	29,708 $1.54 Million
Q2 2020 Aug 14, 2020	BUY	$49.51 - $89.73 $111,199 - $201,533	2,246 Added 9.17%	26,743 $1.92 Million
Q1 2020 May 15, 2020	BUY	$42.09 - $112.2 $799,752 - $2.13 Million	19,001 Added 345.72%	24,497 $1.31 Million
Q4 2019 Feb 14, 2020	BUY	$98.24 - $119.7 $539,927 - $657,871	5,496 New	5,496 $612,000

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 $64.6B
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 ...

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Visionary Wealth Advisors Phillips 66 Transaction History