Wealthfront Advisers LLC Phillips 66 Transaction History

Wealthfront Advisers LLC

$32.2 Billion
Q3 2024

A detailed history of Wealthfront Advisers LLC transactions in Phillips 66 stock. As of the latest transaction made, Wealthfront Advisers LLC holds 51,957 shares of PSX stock, worth $6.26 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

51,957

Previous 51,018 1.84%

Holding current value

$6.26 Million

Previous $7.2 Million 5.18%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$125.0 - $147.17 $117,375 - $138,192	939 Added 1.84%	51,957 $6.83 Million
Q2 2024 Aug 14, 2024	BUY	$135.85 - $172.71 $493,271 - $627,110	3,631 Added 7.66%	51,018 $7.2 Million
Q1 2024 Apr 19, 2024	SELL	$127.67 - $163.34 $168,396 - $215,445	-1,319 Reduced 2.71%	47,387 $7.74 Million
Q4 2023 Feb 09, 2024	BUY	$109.19 - $135.72 $102,092 - $126,898	935 Added 1.96%	48,706 $6.48 Million
Q3 2023 Nov 01, 2023	BUY	$95.4 - $124.28 $14,787 - $19,263	155 Added 0.33%	47,771 $5.74 Million
Q2 2023 Aug 07, 2023	SELL	$90.81 - $106.46 $401,652 - $470,872	-4,423 Reduced 8.5%	47,616 $4.54 Million
Q1 2023 Apr 28, 2023	SELL	$93.54 - $111.49 $275,007 - $327,780	-2,940 Reduced 5.35%	52,039 $5.28 Million
Q4 2022 Feb 10, 2023	SELL	$84.58 - $112.31 $15,478 - $20,552	-183 Reduced 0.33%	54,979 $5.72 Million
Q3 2022 Nov 14, 2022	BUY	$74.16 - $93.57 $912,168 - $1.15 Million	12,300 Added 28.7%	55,162 $4.45 Million
Q2 2022 Jul 20, 2022	BUY	$81.02 - $110.25 $324 - $441	4 Added 0.01%	42,862 $3.51 Million
Q1 2022 May 16, 2022	SELL	$75.34 - $93.2 $691,997 - $856,042	-9,185 Reduced 17.65%	42,858 $3.7 Million
Q4 2021 Jan 21, 2022	BUY	$68.67 - $83.73 $676,330 - $824,656	9,849 Added 23.34%	52,043 $3.77 Million
Q3 2021 Nov 15, 2021	BUY	$64.27 - $87.9 $1.21 Million - $1.66 Million	18,875 Added 80.94%	42,194 $2.96 Million
Q2 2021 Aug 16, 2021	BUY	$74.95 - $92.56 $739,156 - $912,826	9,862 Added 73.29%	23,319 $2 Million
Q1 2021 May 14, 2021	BUY	$67.38 - $88.66 $594,291 - $781,981	8,820 Added 190.21%	13,457 $1.1 Million
Q4 2020 Feb 16, 2021	SELL	$44.22 - $70.86 $2,962 - $4,747	-67 Reduced 1.42%	4,637 $324,000
Q3 2020 Nov 16, 2020	SELL	$51.84 - $69.11 $209,744 - $279,619	-4,046 Reduced 46.24%	4,704 $244,000
Q2 2020 Aug 14, 2020	BUY	$49.51 - $89.73 $433,212 - $785,137	8,750 New	8,750 $629,000
Q1 2020 May 15, 2020	SELL	$42.09 - $112.2 $373,843 - $996,560	-8,882 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$98.24 - $119.7 $64,936 - $79,121	661 Added 8.04%	8,882 $990,000
Q3 2019 Oct 15, 2019	BUY	$94.06 - $105.06 $152,095 - $169,882	1,617 Added 24.49%	8,221 $842,000
Q2 2019 Aug 13, 2019	SELL	$80.8 - $98.61 $23,512 - $28,695	-291 Reduced 4.22%	6,604 $618,000
Q1 2019 May 13, 2019	BUY	$86.9 - $98.89 $73,256 - $83,364	843 Added 13.93%	6,895 $656,000
Q4 2018 Feb 14, 2019	BUY	$78.5 - $118.47 $475,082 - $716,980	6,052 New	6,052 $521,000

Others Institutions Holding PSX

# of Institutions

1,952

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 $58B
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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Wealthfront Advisers LLC Phillips 66 Transaction History