Wade G W & Inc Phillips 66 Transaction History

Wade G W & Inc

$3.08 Billion
Q4 2023

A detailed history of Wade G W & Inc transactions in Phillips 66 stock. As of the latest transaction made, Wade G W & Inc holds 78,536 shares of PSX stock, worth $10.6 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

78,536

Previous 76,140 3.15%

Holding current value

$10.6 Million

Previous $9.15 Million 14.3%

% of portfolio

0.34%

Previous 0.34%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$109.19 - $135.72 $261,619 - $325,185	2,396 Added 3.15%	78,536 $10.5 Million
Q3 2023 Nov 08, 2023	BUY	$95.4 - $124.28 $7.02 Million - $9.14 Million	73,580 Added 2874.22%	76,140 $9.15 Million
Q2 2023 Aug 10, 2023	BUY	$90.81 - $106.46 $18,434 - $21,611	203 Added 8.61%	2,560 $244,000
Q1 2023 May 09, 2023	SELL	$93.54 - $111.49 $3,460 - $4,125	-37 Reduced 1.55%	2,357 $239,000
Q4 2022 Feb 10, 2023	BUY	$84.58 - $112.31 $202,484 - $268,870	2,394 New	2,394 $249,000
Q2 2022 Aug 09, 2022	SELL	$81.02 - $110.25 $187,561 - $255,228	-2,315 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$75.34 - $93.2 $174,412 - $215,758	2,315 New	2,315 $200,000
Q4 2021 Feb 09, 2022	SELL	$68.67 - $83.73 $214,662 - $261,739	-3,126 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$64.27 - $87.9 $1,863 - $2,549	29 Added 0.94%	3,126 $219,000
Q2 2021 Aug 12, 2021	SELL	$74.95 - $92.56 $54,788 - $67,661	-731 Reduced 19.1%	3,097 $266,000
Q1 2021 May 05, 2021	BUY	$67.38 - $88.66 $28,973 - $38,123	430 Added 12.65%	3,828 $312,000
Q4 2020 Feb 03, 2021	BUY	$44.22 - $70.86 $150,259 - $240,782	3,398 New	3,398 $238,000
Q1 2020 May 06, 2020	SELL	$42.09 - $112.2 $98,532 - $262,660	-2,341 Closed	0 $0
Q4 2019 Feb 07, 2020	SELL	$98.24 - $119.7 $2,456 - $2,992	-25 Reduced 1.06%	2,341 $261,000
Q3 2019 Nov 12, 2019	BUY	$94.06 - $105.06 $11,757 - $13,132	125 Added 5.58%	2,366 $242,000
Q2 2019 Aug 12, 2019	BUY	$80.8 - $98.61 $888 - $1,084	11 Added 0.49%	2,241 $210,000
Q1 2019 May 09, 2019	BUY	$86.9 - $98.89 $193,787 - $220,524	2,230 New	2,230 $212,000
Q4 2018 Feb 04, 2019	SELL	$78.5 - $118.47 $174,898 - $263,951	-2,228 Closed	0 $0
Q3 2018 Nov 07, 2018	SELL	$109.36 - $123.34 $17,388 - $19,611	-159 Reduced 6.66%	2,228 $251,000
Q1 2018 May 04, 2018	SELL	$89.58 - $106.9 $14,601 - $17,424	-163 Reduced 6.39%	2,387 $229,000
Q4 2017 Feb 13, 2018	BUY	$90.24 - $102.06 $360 - $408	4 Added 0.16%	2,550 $258,000
Q3 2017 Nov 09, 2017	BUY	$80.89 - $91.8 $205,945 - $233,722	2,546	2,546 $233,000

Others Institutions Holding PSX

# of Institutions

1,956

Shares Held

304M

Call Options Held

2.76M

Put Options Held

2.35M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $64.7B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wade G W & Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade G W & Inc with notifications on news.

Account