Wealth Alliance Phillips 66 Transaction History

Wealth Alliance

$818 Million
Q3 2024

A detailed history of Wealth Alliance transactions in Phillips 66 stock. As of the latest transaction made, Wealth Alliance holds 3,492 shares of PSX stock, worth $468,801. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,492

Previous 3,447 1.31%

Holding current value

$468,801

Previous $486,000 5.76%

% of portfolio

0.06%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$125.0 - $147.17 $5,625 - $6,622	45 Added 1.31%	3,492 $458,000
Q2 2024 Aug 09, 2024	SELL	$135.85 - $172.71 $282,024 - $358,545	-2,076 Reduced 37.59%	3,447 $486,000
Q1 2024 May 10, 2024	BUY	$127.67 - $163.34 $41,109 - $52,595	322 Added 6.19%	5,523 $902,000
Q4 2023 Jan 30, 2024	BUY	$109.19 - $135.72 $13,211 - $16,422	121 Added 2.38%	5,201 $692,000
Q3 2023 Nov 09, 2023	SELL	$95.4 - $124.28 $215,508 - $280,748	-2,259 Reduced 30.78%	5,080 $610,000
Q2 2023 Aug 02, 2023	SELL	$90.81 - $106.46 $49,219 - $57,701	-542 Reduced 6.88%	7,339 $699,000
Q1 2023 May 10, 2023	BUY	$93.54 - $111.49 $4,396 - $5,240	47 Added 0.6%	7,881 $798,000
Q4 2022 Feb 13, 2023	BUY	$84.58 - $112.31 $117,566 - $156,110	1,390 Added 21.57%	7,834 $815,000
Q3 2022 Nov 14, 2022	BUY	$74.16 - $93.57 $9,344 - $11,789	126 Added 1.99%	6,444 $521,000
Q2 2022 Oct 11, 2022	BUY	$81.02 - $110.25 $28,600 - $38,918	353 Added 5.92%	6,318 $518,000
Q2 2022 Aug 15, 2022	SELL	$81.02 - $110.25 $52,419 - $71,331	-647 Reduced 9.79%	5,965 $489,000
Q1 2022 May 10, 2022	BUY	$75.34 - $93.2 $14,239 - $17,614	189 Added 2.94%	6,612 $571,000
Q4 2021 Feb 14, 2022	BUY	$68.67 - $83.73 $32,480 - $39,604	473 Added 7.95%	6,423 $466,000
Q3 2021 Nov 12, 2021	SELL	$64.27 - $87.9 $32,456 - $44,389	-505 Reduced 7.82%	5,950 $417,000
Q2 2021 Aug 16, 2021	BUY	$74.95 - $92.56 $10,418 - $12,865	139 Added 2.2%	6,455 $554,000
Q1 2021 May 18, 2021	SELL	$67.38 - $88.66 $10,174 - $13,387	-151 Reduced 2.33%	6,316 $515,000
Q4 2020 Feb 11, 2021	SELL	$44.22 - $70.86 $47,403 - $75,961	-1,072 Reduced 14.22%	6,467 $452,000
Q3 2020 Nov 13, 2020	SELL	$51.84 - $69.11 $37,428 - $49,897	-722 Reduced 8.74%	7,539 $391,000
Q2 2020 Aug 14, 2020	BUY	$49.51 - $89.73 $145,658 - $263,985	2,942 Added 55.31%	8,261 $594,000
Q1 2020 May 15, 2020	BUY	$42.09 - $112.2 $223,876 - $596,791	5,319 New	5,319 $285,000

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 ...

More about PSX

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