A detailed history of Dakota Wealth Management transactions in Phillips 66 stock. As of the latest transaction made, Dakota Wealth Management holds 52,788 shares of PSX stock, worth $5.89 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
52,788
Previous 138,028 61.76%
Holding current value
$5.89 Million
Previous $19.5 Million 64.39%
% of portfolio
0.16%
Previous 0.47%

Shares

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

Oct 23, 2024

SELL
$125.0 - $147.17 $10.7 Million - $12.5 Million
-85,240 Reduced 61.76%
52,788 $6.94 Million
Q2 2024

Jul 19, 2024

BUY
$135.85 - $172.71 $577,362 - $734,017
4,250 Added 3.18%
138,028 $19.5 Million
Q1 2024

Apr 24, 2024

BUY
$127.67 - $163.34 $1.93 Million - $2.47 Million
15,152 Added 12.77%
133,778 $21.9 Million
Q4 2023

Jan 30, 2024

BUY
$109.19 - $135.72 $6.87 Million - $8.54 Million
62,891 Added 112.84%
118,626 $15.8 Million
Q3 2023

Oct 23, 2023

BUY
$95.4 - $124.28 $891,799 - $1.16 Million
9,348 Added 20.15%
55,735 $6.7 Million
Q2 2023

Jul 31, 2023

BUY
$90.81 - $106.46 $975,844 - $1.14 Million
10,746 Added 30.15%
46,387 $4.42 Million
Q1 2023

Apr 14, 2023

SELL
$93.54 - $111.49 $8,512 - $10,145
-91 Reduced 0.25%
35,641 $3.61 Million
Q4 2022

Feb 07, 2023

SELL
$84.58 - $112.31 $12,010 - $15,948
-142 Reduced 0.4%
35,732 $3.72 Million
Q3 2022

Nov 10, 2022

BUY
$74.16 - $93.57 $224,853 - $283,704
3,032 Added 9.23%
35,874 $2.9 Million
Q2 2022

Aug 05, 2022

BUY
$81.02 - $110.25 $158,070 - $215,097
1,951 Added 6.32%
32,842 $2.69 Million
Q1 2022

May 13, 2022

BUY
$75.34 - $93.2 $2.07 Million - $2.56 Million
27,466 Added 801.93%
30,891 $2.67 Million
Q4 2021

Feb 10, 2022

BUY
$68.67 - $83.73 $235,194 - $286,775
3,425 New
3,425 $249,000
Q3 2021

Nov 15, 2021

SELL
$64.27 - $87.9 $191,781 - $262,293
-2,984 Closed
0 $0
Q2 2021

Aug 02, 2021

SELL
$74.95 - $92.56 $16,938 - $20,918
-226 Reduced 7.04%
2,984 $256,000
Q1 2021

May 10, 2021

SELL
$67.38 - $88.66 $46,492 - $61,175
-690 Reduced 17.69%
3,210 $262,000
Q4 2020

Feb 12, 2021

SELL
$44.22 - $70.86 $11,939 - $19,132
-270 Reduced 6.47%
3,900 $273,000
Q3 2020

Nov 04, 2020

SELL
$51.84 - $69.11 $34,732 - $46,303
-670 Reduced 13.84%
4,170 $216,000
Q2 2020

Aug 07, 2020

BUY
$49.51 - $89.73 $17,229 - $31,226
348 Added 7.75%
4,840 $348,000
Q1 2020

Apr 29, 2020

SELL
$42.09 - $112.2 $217,857 - $580,747
-5,176 Reduced 53.54%
4,492 $241,000
Q4 2019

Feb 06, 2020

BUY
$98.24 - $119.7 $23,774 - $28,967
242 Added 2.57%
9,668 $1.08 Million
Q3 2019

Nov 14, 2019

SELL
$94.06 - $105.06 $3,292 - $3,677
-35 Reduced 0.37%
9,426 $965,000
Q2 2019

Aug 07, 2019

SELL
$80.8 - $98.61 $50,338 - $61,434
-623 Reduced 6.18%
9,461 $884,000
Q1 2019

Apr 18, 2019

SELL
$86.9 - $98.89 $353,856 - $402,680
-4,072 Reduced 28.77%
10,084 $263,000
Q4 2018

Jan 22, 2019

SELL
$78.5 - $118.47 $2,826 - $4,264
-36 Reduced 0.25%
14,156 $1.52 Million
Q3 2018

Nov 07, 2018

BUY
$109.36 - $123.34 $349,186 - $393,824
3,193 Added 29.03%
14,192 $1.6 Million
Q2 2018

Aug 09, 2018

BUY
$94.95 - $121.87 $1.04 Million - $1.34 Million
10,999 New
10,999 $1.24 Million

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 $53.7B
  • 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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