Welch Group, LLC Phillips 66 Transaction History

Welch Group, LLC

$2.29 Billion
Q3 2024

A detailed history of Welch Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Welch Group, LLC holds 3,647 shares of PSX stock, worth $402,519. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,647

Previous 3,961 7.93%

Holding current value

$402,519

Previous $559,000 14.31%

% of portfolio

0.02%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$125.0 - $147.17 $39,250 - $46,211	-314 Reduced 7.93%	3,647 $479,000
Q2 2024 Jul 17, 2024	BUY	$135.85 - $172.71 $1,630 - $2,072	12 Added 0.3%	3,961 $559,000
Q1 2024 Apr 09, 2024	SELL	$127.67 - $163.34 $18,895 - $24,174	-148 Reduced 3.61%	3,949 $645,000
Q4 2023 Jan 22, 2024	BUY	$109.19 - $135.72 $35,705 - $44,380	327 Added 8.67%	4,097 $545,000
Q3 2023 Oct 18, 2023	BUY	$95.4 - $124.28 $1,335 - $1,739	14 Added 0.37%	3,770 $452,000
Q2 2023 Jul 18, 2023	BUY	$90.81 - $106.46 $1,452 - $1,703	16 Added 0.43%	3,756 $358,000
Q1 2023 Apr 13, 2023	BUY	$93.54 - $111.49 $1,403 - $1,672	15 Added 0.4%	3,740 $379,000
Q4 2022 Jan 27, 2023	BUY	$84.58 - $112.31 $2,029 - $2,695	24 Added 0.65%	3,725 $387,000
Q3 2022 Oct 13, 2022	BUY	$74.16 - $93.57 $1,186 - $1,497	16 Added 0.43%	3,701 $299,000
Q2 2022 Jul 21, 2022	BUY	$81.02 - $110.25 $1,134 - $1,543	14 Added 0.38%	3,685 $302,000
Q1 2022 Apr 29, 2022	BUY	$75.34 - $93.2 $25,841 - $31,967	343 Added 10.31%	3,671 $317,000
Q4 2021 Jan 26, 2022	BUY	$68.67 - $83.73 $228,533 - $278,653	3,328 New	3,328 $241,000
Q1 2020 Apr 28, 2020	SELL	$42.09 - $112.2 $58,757 - $156,631	-1,396 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$98.24 - $119.7 $4,912 - $5,985	50 Added 3.71%	1,396 $156,000
Q3 2019 Nov 05, 2019	SELL	$94.06 - $105.06 $13,356 - $14,918	-142 Reduced 9.54%	1,346 $138,000
Q2 2019 Jul 11, 2019	SELL	$80.8 - $98.61 $304,939 - $372,154	-3,774 Reduced 71.72%	1,488 $139,000
Q1 2019 Apr 15, 2019	BUY	$86.9 - $98.89 $782 - $890	9 Added 0.17%	5,262 $501,000
Q2 2018 Jul 30, 2018	SELL	$94.95 - $121.87 $4,272 - $5,484	-45 Reduced 0.85%	5,253 $590,000
Q1 2018 Apr 23, 2018	BUY	$89.58 - $106.9 $27,501 - $32,818	307 Added 6.15%	5,298 $508,000
Q4 2017 Feb 01, 2018	BUY	$90.24 - $102.06 $15,882 - $17,962	176 Added 3.66%	4,991 $505,000
Q2 2017 Aug 07, 2017	BUY	N/A	4,815	4,815 $398,000

Others Institutions Holding PSX

# of Institutions

1,961

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 $53.1B
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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