A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Phillips 66 stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 4,297 shares of PSX stock, worth $611,549. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,297
Previous 4,218 1.87%
Holding current value
$611,549
Previous $503 Million 16.15%
% of portfolio
0.03%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$118.37 - $139.46 $9,351 - $11,017
79 Added 1.87%
4,297 $584 Million
Q2 2025

Nov 03, 2025

SELL
$92.87 - $125.73 $7,336 - $9,932
-79 Reduced 1.84%
4,218 $503 Million
Q2 2025

Aug 05, 2025

SELL
$92.87 - $125.73 $38,726 - $52,429
-417 Reduced 9.0%
4,218 $503 Million
Q1 2025

May 12, 2025

BUY
$113.93 - $131.55 $45,799 - $52,883
402 Added 9.5%
4,635 $576 Million
Q4 2024

Jan 31, 2025

BUY
$110.35 - $138.93 $467,111 - $588,090
4,233 New
4,233 $482 Million
Q3 2024

Oct 08, 2024

SELL
$125.0 - $147.17 $80,375 - $94,630
-643 Reduced 2.0%
31,584 $4.15 Billion
Q2 2024

Aug 02, 2024

SELL
$135.85 - $172.71 $859,251 - $1.09 Million
-6,325 Reduced 16.41%
32,227 $4.55 Billion
Q1 2024

May 03, 2024

BUY
$127.67 - $163.34 $149,501 - $191,271
1,171 Added 3.13%
38,552 $6.3 Billion
Q4 2023

Feb 12, 2024

BUY
$109.19 - $135.72 $425,731 - $529,172
3,899 Added 11.65%
37,381 $4.98 Billion
Q3 2023

Nov 02, 2023

BUY
$95.4 - $124.28 $3.19 Million - $4.16 Million
33,482 New
33,482 $4.02 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 $68.5B
  • 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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