Wealthcare Advisory Partners LLC Phillips 66 Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Phillips 66 stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 10,019 shares of PSX stock, worth $1.34 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,019

Previous 12,056 16.9%

Holding current value

$1.34 Million

Previous $1.7 Million 22.63%

% of portfolio

0.04%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$125.0 - $147.17 $254,625 - $299,785	-2,037 Reduced 16.9%	10,019 $1.32 Million
Q2 2024 Aug 09, 2024	BUY	$135.85 - $172.71 $97,404 - $123,833	717 Added 6.32%	12,056 $1.7 Million
Q1 2024 Apr 15, 2024	BUY	$127.67 - $163.34 $841,983 - $1.08 Million	6,595 Added 139.02%	11,339 $1.85 Million
Q4 2023 Feb 06, 2024	SELL	$109.19 - $135.72 $39,308 - $48,859	-360 Reduced 7.05%	4,744 $631,000
Q3 2023 Oct 12, 2023	BUY	$95.4 - $124.28 $53,137 - $69,223	557 Added 12.25%	5,104 $613,000
Q2 2023 Jul 17, 2023	SELL	$90.81 - $106.46 $128,950 - $151,173	-1,420 Reduced 23.8%	4,547 $433,000
Q1 2023 May 04, 2023	BUY	$93.54 - $111.49 $45,647 - $54,407	488 Added 8.91%	5,967 $604,000
Q4 2022 Feb 13, 2023	BUY	$84.58 - $112.31 $150,298 - $199,574	1,777 Added 48.0%	5,479 $570,000
Q3 2022 Nov 14, 2022	BUY	$74.16 - $93.57 $38,934 - $49,124	525 Added 16.53%	3,702 $299,000
Q2 2022 Aug 15, 2022	BUY	$81.02 - $110.25 $40,104 - $54,573	495 Added 18.46%	3,177 $261,000
Q1 2022 Apr 15, 2022	BUY	$75.34 - $93.2 $202,061 - $249,962	2,682 New	2,682 $232,000
Q3 2021 Nov 15, 2021	SELL	$64.27 - $87.9 $152,384 - $208,410	-2,371 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$74.95 - $92.56 $2,623 - $3,239	35 Added 1.5%	2,371 $203,000
Q1 2021 Apr 30, 2021	BUY	$67.38 - $88.66 $157,399 - $207,109	2,336 New	2,336 $190,000
Q2 2020 Jul 29, 2020	SELL	$49.51 - $89.73 $83,374 - $151,105	-1,684 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$42.09 - $112.2 $10,396 - $27,713	-247 Reduced 12.79%	1,684 $90,000
Q4 2019 Jan 29, 2020	SELL	$98.24 - $119.7 $4,715 - $5,745	-48 Reduced 2.43%	1,931 $215,000
Q3 2019 Oct 17, 2019	BUY	$94.06 - $105.06 $15,802 - $17,650	168 Added 9.28%	1,979 $203,000
Q2 2019 Jul 30, 2019	BUY	$80.8 - $98.61 $242 - $295	3 Added 0.17%	1,811 $169,000
Q1 2019 May 13, 2019	SELL	$86.9 - $98.89 $2,954 - $3,362	-34 Reduced 1.85%	1,808 $172,000
Q4 2018 Feb 14, 2019	SELL	$78.5 - $118.47 $1,334 - $2,013	-17 Reduced 0.91%	1,842 $159,000
Q3 2018 Nov 14, 2018	SELL	$109.36 - $123.34 $15,966 - $18,007	-146 Reduced 7.28%	1,859 $210,000
Q2 2018 Aug 14, 2018	BUY	$94.95 - $121.87 $12,248 - $15,721	129 Added 6.88%	2,005 $225,000
Q1 2018 May 15, 2018	SELL	$89.58 - $106.9 $39,683 - $47,356	-443 Reduced 19.1%	1,876 $180,000
Q4 2017 Feb 14, 2018	BUY	$90.24 - $102.06 $70,026 - $79,198	776 Added 50.29%	2,319 $235,000
Q3 2017 Nov 15, 2017	BUY	$80.89 - $91.8 $124,813 - $141,647	1,543	1,543 $141,000

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 $64.1B
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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Wealthcare Advisory Partners LLC Phillips 66 Transaction History