Bartlett & Co. Wealth Management LLC Phillips 66 Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 18,322 shares of PSX stock, worth $2.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,322
Previous 18,322 -0.0%
Holding current value
$2.06 Million
Previous $2.59 Billion 6.89%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 12, 2024
BUY
$135.85 - $172.71 $135 - $172
1 Added 0.01%
18,322 $2.59 Billion
Q1 2024

May 09, 2024
BUY
$127.67 - $163.34 $2,936 - $3,756
23 Added 0.13%
18,321 $2.99 Billion
Q4 2023

Feb 14, 2024
SELL
$109.19 - $135.72 $44,767 - $55,645
-410 Reduced 2.19%
18,298 $2.43 Billion
Q3 2023

Feb 14, 2024
SELL
$95.4 - $124.28 $3,243 - $4,225
-34 Reduced 0.18%
18,708 $2.25 Billion
Q2 2023

Feb 14, 2024
BUY
$90.81 - $106.46 $488,103 - $572,222
5,375 Added 40.21%
18,742 $1.79 Billion
Q4 2022

Feb 14, 2024
BUY
$84.58 - $112.31 $2,537 - $3,369
30 Added 0.22%
13,367 $1.39 Billion
Q2 2022

Feb 14, 2024
SELL
$81.02 - $110.25 $395,377 - $538,020
-4,880 Reduced 26.79%
13,337 $1.09 Billion
Q1 2022

Feb 14, 2024
BUY
$75.34 - $93.2 $347,618 - $430,024
4,614 Added 33.92%
18,217 $1.57 Billion
Q4 2021

Feb 14, 2024
SELL
$68.67 - $83.73 $20,738 - $25,286
-302 Reduced 2.17%
13,603 $986 Million
Q3 2021

Feb 13, 2024
BUY
$64.27 - $87.9 $11,889 - $16,261
185 Added 1.35%
13,905 $974 Million
Q1 2021

Feb 13, 2024
SELL
$67.38 - $88.66 $808 - $1,063
-12 Reduced 0.09%
13,720 $1.12 Billion
Q4 2020

Feb 13, 2024
SELL
$44.22 - $70.86 $28,919 - $46,342
-654 Reduced 4.55%
13,732 $960 Million
Q3 2020

Feb 13, 2024
SELL
$51.84 - $69.11 $30,637 - $40,844
-591 Reduced 3.95%
14,386 $746 Million
Q2 2020

Feb 13, 2024
SELL
$49.51 - $89.73 $26,784 - $48,543
-541 Reduced 3.49%
14,977 $1.08 Billion
Q1 2020

Feb 13, 2024
BUY
$42.09 - $112.2 $17,341 - $46,226
412 Added 2.73%
15,518 $833 Million
Q4 2019

Feb 13, 2024
SELL
$98.24 - $119.7 $1,080 - $1,316
-11 Reduced 0.07%
15,106 $1.68 Billion
Q3 2019

Feb 13, 2024
BUY
$94.06 - $105.06 $1.11 Million - $1.24 Million
11,798 Added 355.47%
15,117 $1.55 Billion
Q2 2019

Feb 13, 2024
BUY
$80.8 - $98.61 $1,131 - $1,380
14 Added 0.42%
3,319 $310 Million
Q4 2018

Feb 13, 2024
BUY
$78.5 - $118.47 $22,451 - $33,882
286 Added 9.47%
3,305 $285 Million
Q3 2018

Feb 13, 2024
BUY
$109.36 - $123.34 $7,545 - $8,510
69 Added 2.34%
3,019 $340 Million
Q1 2018

Feb 13, 2024
BUY
$89.58 - $106.9 $264,261 - $315,355
2,950 New
2,950 $283 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

PSX Quotes by TradingView
  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $54.2B
  • 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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