Atria Wealth Solutions, Inc. Phillips 66 Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 26,799 shares of PSX stock, worth $3.05 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

26,799

Previous 28,475 5.89%

Holding current value

$3.05 Million

Previous $4.02 Million 12.37%

% of portfolio

0.04%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$125.0 - $147.17 $209,500 - $246,656	-1,676 Reduced 5.89%	26,799 $3.52 Million
Q2 2024 Jul 22, 2024	SELL	$135.85 - $172.71 $801,650 - $1.02 Million	-5,901 Reduced 17.17%	28,475 $4.02 Million
Q1 2024 May 13, 2024	SELL	$127.67 - $163.34 $519,999 - $665,283	-4,073 Reduced 10.59%	34,376 $5.61 Million
Q4 2023 Feb 02, 2024	BUY	$109.19 - $135.72 $275,049 - $341,878	2,519 Added 7.01%	38,449 $5.12 Million
Q3 2023 Nov 08, 2023	BUY	$95.4 - $124.28 $89,771 - $116,947	941 Added 2.69%	35,930 $4.32 Million
Q2 2023 Aug 03, 2023	SELL	$90.81 - $106.46 $1.4 Million - $1.64 Million	-15,407 Reduced 30.57%	34,989 $3.34 Million
Q1 2023 Aug 22, 2023	BUY	$93.54 - $111.49 $89,985 - $107,253	962 Added 2.75%	35,951 $3.64 Million
Q1 2023 Jun 14, 2023	BUY	$93.54 - $111.49 $1.35 Million - $1.61 Million	14,445 Added 40.18%	50,396 $5.11 Million
Q1 2023 May 10, 2023	SELL	$93.54 - $111.49 $1.5 Million - $1.78 Million	-15,988 Reduced 30.78%	35,951 $3.64 Million
Q4 2022 Aug 30, 2023	BUY	$84.58 - $112.31 $1.3 Million - $1.73 Million	15,407 Added 44.03%	50,396 $5.24 Million
Q4 2022 Feb 13, 2023	BUY	$84.58 - $112.31 $1.42 Million - $1.89 Million	16,843 Added 47.99%	51,939 $5.41 Million
Q3 2022 Feb 13, 2023	SELL	$74.16 - $93.57 $268,755 - $339,097	-3,624 Reduced 9.36%	35,096 $2.83 Million
Q3 2022 Nov 14, 2022	BUY	$74.16 - $93.57 $1.03 Million - $1.29 Million	13,837 Added 55.61%	38,720 $3.17 Million
Q2 2022 Aug 15, 2022	SELL	$81.02 - $110.25 $424,706 - $577,930	-5,242 Reduced 17.4%	24,883 $2.04 Million
Q1 2022 May 16, 2022	BUY	$75.34 - $93.2 $2.27 Million - $2.81 Million	30,125 New	30,125 $2.6 Million

Others Institutions Holding PSX

# of Institutions

1,961

Shares Held

282M

Call Options Held

2.55M

Put Options Held

2.36M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $54.8B
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 Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Phillips 66 Transaction History