A detailed history of Xml Financial, LLC transactions in Phillips 66 stock. As of the latest transaction made, Xml Financial, LLC holds 17,485 shares of PSX stock, worth $2.46 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
17,485
Previous 22,871 23.55%
Holding current value
$2.46 Million
Previous $3.05 Million 6.24%
% of portfolio
0.29%
Previous 0.32%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$127.67 - $163.34 $687,630 - $879,749
-5,386 Reduced 23.55%
17,485 $2.86 Million
Q4 2023

Feb 14, 2024

BUY
$109.19 - $135.72 $208,116 - $258,682
1,906 Added 9.09%
22,871 $3.05 Million
Q3 2023

Nov 06, 2023

SELL
$95.4 - $124.28 $33,867 - $44,119
-355 Reduced 1.67%
20,965 $2.52 Million
Q2 2023

Aug 07, 2023

SELL
$90.81 - $106.46 $85,543 - $100,285
-942 Reduced 4.23%
21,320 $2.03 Million
Q1 2023

May 15, 2023

BUY
$93.54 - $111.49 $87,272 - $104,020
933 Added 4.37%
22,262 $2.26 Million
Q3 2022

Nov 04, 2022

BUY
$74.16 - $93.57 $1.58 Million - $2 Million
21,329 New
21,329 $1.72 Million
Q2 2022

Aug 01, 2022

SELL
$81.02 - $110.25 $1.67 Million - $2.28 Million
-20,658 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$75.34 - $93.2 $75 - $93
1 Added 0.0%
20,658 $1.79 Million
Q4 2021

Feb 01, 2022

BUY
$68.67 - $83.73 $220,774 - $269,191
3,215 Added 18.43%
20,657 $1.5 Million
Q3 2021

Nov 01, 2021

BUY
$64.27 - $87.9 $1.12 Million - $1.53 Million
17,442 New
17,442 $1.22 Million

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 $67.6B
  • 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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