A detailed history of Bleakley Financial Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Bleakley Financial Group, LLC holds 8,595 shares of PSX stock, worth $967,711. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,595
Previous 8,927 3.72%
Holding current value
$967,711
Previous $1.26 Billion 10.34%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$125.0 - $147.17 $41,500 - $48,860
-332 Reduced 3.72%
8,595 $1.13 Billion
Q2 2024

Aug 12, 2024

BUY
$135.85 - $172.71 $37,766 - $48,013
278 Added 3.21%
8,927 $1.26 Billion
Q1 2024

May 08, 2024

BUY
$127.67 - $163.34 $51,961 - $66,479
407 Added 4.94%
8,649 $1.41 Billion
Q4 2023

Jan 25, 2024

BUY
$109.19 - $135.72 $39,526 - $49,130
362 Added 4.59%
8,242 $1.1 Billion
Q3 2023

Nov 14, 2023

SELL
$95.4 - $124.28 $198,909 - $259,123
-2,085 Reduced 20.92%
7,880 $947 Million
Q2 2023

Aug 14, 2023

BUY
$90.81 - $106.46 $34,326 - $40,241
378 Added 3.94%
9,965 $950 Million
Q1 2023

May 12, 2023

SELL
$93.54 - $111.49 $55,282 - $65,890
-591 Reduced 5.81%
9,587 $972 Million
Q4 2022

Feb 07, 2023

BUY
$84.58 - $112.31 $860,855 - $1.14 Million
10,178 New
10,178 $1.06 Billion

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 $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
Track This Portfolio

Track Bleakley Financial Group, LLC Portfolio

Follow Bleakley Financial Group, LLC 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 Bleakley Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bleakley Financial Group, LLC with notifications on news.