Your Advocates Ltd., LLP Phillips 66 Transaction History

Your Advocates Ltd., LLP

$192 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$109.19 - $135.72 $3,821 - $4,750	35 Added 0.81%	4,334 $577,000
Q3 2023 Nov 02, 2023	BUY	$95.4 - $124.28 $3,625 - $4,722	38 Added 0.89%	4,299 $516,000
Q2 2023 Jul 31, 2023	BUY	$90.81 - $106.46 $4,268 - $5,003	47 Added 1.12%	4,261 $406,000
Q1 2023 Apr 28, 2023	BUY	$93.54 - $111.49 $3,835 - $4,571	41 Added 0.98%	4,214 $427,000
Q4 2022 Jan 27, 2023	BUY	$84.58 - $112.31 $56,414 - $74,910	667 Added 19.02%	4,173 $434,000
Q3 2022 Nov 08, 2022	BUY	$74.16 - $93.57 $3,485 - $4,397	47 Added 1.36%	3,506 $283,000
Q2 2022 Aug 11, 2022	SELL	$81.02 - $110.25 $49,989 - $68,024	-617 Reduced 15.14%	3,459 $284,000
Q1 2022 Apr 26, 2022	SELL	$75.34 - $93.2 $101,633 - $125,726	-1,349 Reduced 24.87%	4,076 $352,000
Q4 2021 Jan 21, 2022	SELL	$68.67 - $83.73 $2,128 - $2,595	-31 Reduced 0.57%	5,425 $393,000
Q3 2021 Nov 05, 2021	SELL	$64.27 - $87.9 $13,560 - $18,546	-211 Reduced 3.72%	5,456 $382,000
Q2 2021 Jul 29, 2021	SELL	$74.95 - $92.56 $3,147 - $3,887	-42 Reduced 0.74%	5,667 $486,000
Q1 2021 Apr 29, 2021	BUY	$67.38 - $88.66 $2,088 - $2,748	31 Added 0.55%	5,709 $466,000
Q4 2020 Jan 29, 2021	BUY	$44.22 - $70.86 $17,157 - $27,493	388 Added 7.33%	5,678 $397,000
Q3 2020 Nov 09, 2020	BUY	$51.84 - $69.11 $5,754 - $7,671	111 Added 2.14%	5,290 $274,000
Q2 2020 Jul 22, 2020	BUY	$49.51 - $89.73 $46,588 - $84,435	941 Added 22.2%	5,179 $95,000
Q1 2020 Apr 27, 2020	BUY	$42.09 - $112.2 $3,072 - $8,190	73 Added 1.75%	4,238 $227,000
Q4 2019 Jan 24, 2020	BUY	$98.24 - $119.7 $409,169 - $498,550	4,165 New	4,165 $464,000

Others Institutions Holding PSX

# of Institutions

1,958

Shares Held

282M

Call Options Held

2.55M

Put Options Held

2.36M

Vanguard Group Inc Valley Forge, PA

40.7M
Shares

$5.43 Billion
0.1% of portfolio
Black Rock Inc. New York, NY

30.8M
Shares

$4.11 Billion
0.1% of portfolio
State Street Corp Boston, MA

27.8M
Shares

$3.71 Billion
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

16.2M
Shares

$2.15 Billion
0.49% of portfolio
Geode Capital Management, LLC Boston, MA

8.45M
Shares

$1.13 Billion
0.09% of portfolio

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 ...

More about PSX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Your Advocates Ltd., LLP, based on Form 13F filings with the SEC.

News

Stay updated on Your Advocates Ltd., LLP with notifications on news.

Account