A detailed history of Oakland Financial Corp transactions in Phillips 66 stock. As of the latest transaction made, Oakland Financial Corp holds 4,000 shares of PSX stock, worth $569,280. This represents 9.28% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,000 -0.0%
Holding current value
$569,280
Previous $477 Million 14.02%
% of portfolio
9.28%
Previous 8.98%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$92.87 - $125.73 $371,480 - $502,920
4,000 New
4,000 $477 Million
Q1 2025

Aug 20, 2025

SELL
$113.93 - $131.55 $227,860 - $263,100
-2,000 Reduced 33.33%
4,000 $494 Million
Q4 2024

Aug 20, 2025

BUY
$110.35 - $138.93 $220,700 - $277,860
2,000 Added 50.0%
6,000 $684 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 $68.5B
  • 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

Track Oakland Financial Corp Portfolio

Follow Oakland Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oakland Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Oakland Financial Corp with notifications on news.