A detailed history of Warren Averett Asset Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 5,182 shares of PSX stock, worth $578,207. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,182
Previous 5,299 2.21%
Holding current value
$578,207
Previous $748,000 8.96%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$125.0 - $147.17 $14,625 - $17,218
-117 Reduced 2.21%
5,182 $681,000
Q2 2024

Aug 14, 2024

BUY
$135.85 - $172.71 $54,883 - $69,774
404 Added 8.25%
5,299 $748,000
Q1 2024

May 15, 2024

BUY
$127.67 - $163.34 $316,110 - $404,429
2,476 Added 102.36%
4,895 $799,000
Q4 2023

Feb 14, 2024

SELL
$109.19 - $135.72 $17,579 - $21,850
-161 Reduced 6.24%
2,419 $322,000
Q3 2023

Nov 14, 2023

BUY
$95.4 - $124.28 $246,132 - $320,642
2,580 New
2,580 $309,000
Q1 2018

May 04, 2018

SELL
$89.58 - $106.9 $10,480 - $12,507
-117 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$90.24 - $102.06 $10,558 - $11,941
117
117 $12,000

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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