A detailed history of Beaumont Financial Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,293 shares of PSX stock, worth $277,521. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,293
Previous 2,293 -0.0%
Holding current value
$277,521
Previous $323,000 6.81%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$135.85 - $172.71 $2,037 - $2,590
15 Added 0.66%
2,293 $323,000
Q1 2024

May 10, 2024

BUY
$127.67 - $163.34 $2,553 - $3,266
20 Added 0.89%
2,278 $372,000
Q4 2023

Jan 31, 2024

BUY
$109.19 - $135.72 $4,476 - $5,564
41 Added 1.85%
2,258 $300,000
Q3 2023

Nov 01, 2023

SELL
$95.4 - $124.28 $5,819 - $7,581
-61 Reduced 2.68%
2,217 $266,000
Q2 2023

Aug 02, 2023

BUY
$90.81 - $106.46 $6,629 - $7,771
73 Added 3.31%
2,278 $217,000
Q1 2023

May 08, 2023

BUY
$93.54 - $111.49 $748 - $891
8 Added 0.36%
2,205 $223,000
Q4 2022

Jan 25, 2023

BUY
$84.58 - $112.31 $185,822 - $246,745
2,197 New
2,197 $0

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 $58.2B
  • 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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