A detailed history of Atlas Capital Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 6,396 shares of PSX stock, worth $788,434. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,396
Previous 6,857 6.72%
Holding current value
$788,434
Previous $1.12 Billion 19.38%
% of portfolio
0.12%
Previous 0.17%

Shares

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

Jul 29, 2024

SELL
$135.85 - $172.71 $62,626 - $79,619
-461 Reduced 6.72%
6,396 $903 Million
Q1 2024

Apr 15, 2024

SELL
$127.67 - $163.34 $12,000 - $15,353
-94 Reduced 1.35%
6,857 $1.12 Billion
Q4 2023

Feb 15, 2024

BUY
$109.19 - $135.72 $123,384 - $153,363
1,130 Added 19.41%
6,951 $925 Million
Q3 2023

Nov 14, 2023

BUY
$95.4 - $124.28 $4,388 - $5,716
46 Added 0.8%
5,821 $699 Million
Q2 2023

Aug 15, 2023

BUY
$90.81 - $106.46 $266,890 - $312,885
2,939 Added 103.63%
5,775 $551 Million
Q1 2023

May 16, 2023

SELL
$93.54 - $111.49 $10,757 - $12,821
-115 Reduced 3.9%
2,836 $288 Million
Q4 2022

Feb 15, 2023

BUY
$84.58 - $112.31 $18,438 - $24,483
218 Added 7.98%
2,951 $307 Million
Q3 2022

Nov 08, 2022

SELL
$74.16 - $93.57 $14,832 - $18,714
-200 Reduced 6.82%
2,733 $221 Million
Q2 2022

Aug 16, 2022

BUY
$81.02 - $110.25 $13,368 - $18,191
165 Added 5.96%
2,933 $240 Million
Q4 2021

Feb 01, 2022

BUY
$68.67 - $83.73 $127,382 - $155,319
1,855 Added 203.18%
2,768 $201 Million
Q2 2021

Jul 30, 2021

BUY
$74.95 - $92.56 $1,499 - $1,851
20 Added 2.24%
913 $78,000
Q1 2021

May 10, 2021

BUY
$67.38 - $88.66 $13,476 - $17,732
200 Added 28.86%
893 $72,000
Q4 2020

Feb 16, 2021

BUY
$44.22 - $70.86 $30,644 - $49,105
693 New
693 $48,000
Q3 2020

Oct 23, 2020

SELL
$51.84 - $69.11 $35,925 - $47,893
-693 Closed
0 $0
Q2 2020

Jul 28, 2020

SELL
$49.51 - $89.73 $2,723 - $4,935
-55 Reduced 7.35%
693 $49,000
Q1 2020

May 04, 2020

SELL
$42.09 - $112.2 $13,973 - $37,250
-332 Reduced 30.74%
748 $40,000
Q4 2019

Jan 28, 2020

BUY
$98.24 - $119.7 $23,381 - $28,488
238 Added 28.27%
1,080 $120,000
Q3 2019

Nov 01, 2019

BUY
$94.06 - $105.06 $58,693 - $65,557
624 Added 286.24%
842 $86,000
Q2 2019

Jul 25, 2019

SELL
$80.8 - $98.61 $378,628 - $462,086
-4,686 Reduced 95.55%
218 $0
Q1 2019

Apr 29, 2019

BUY
$86.9 - $98.89 $108,711 - $123,711
1,251 Added 34.25%
4,904 $0
Q4 2018

Jan 29, 2019

SELL
$78.5 - $118.47 $904,634 - $1.37 Million
-11,524 Reduced 75.93%
3,653 $314,000
Q3 2018

Nov 09, 2018

BUY
$109.36 - $123.34 $1.2 Million - $1.35 Million
10,950 Added 259.05%
15,177 $0
Q2 2018

Jul 30, 2018

SELL
$94.95 - $121.87 $101,976 - $130,888
-1,074 Reduced 20.26%
4,227 $0
Q1 2018

Apr 18, 2018

BUY
$89.58 - $106.9 $474,863 - $566,676
5,301 New
5,301 $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 $59.3B
  • 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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