A detailed history of Davis Investment Partners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Davis Investment Partners, LLC holds 5,421 shares of PSX stock, worth $771,516. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,421
Previous 5,930 8.58%
Holding current value
$771,516
Previous $730 Million 0.1%
% of portfolio
0.25%
Previous 0.26%

Shares

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

Oct 20, 2025

SELL
$118.37 - $139.46 $60,250 - $70,985
-509 Reduced 8.58%
5,421 $730 Million
Q2 2025

Jul 08, 2025

BUY
$92.87 - $125.73 $1,485 - $2,011
16 Added 0.27%
5,930 $730 Million
Q1 2025

Apr 15, 2025

BUY
$113.93 - $131.55 $673,782 - $777,986
5,914 New
5,914 $579 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 $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
Track This Portfolio

Track Davis Investment Partners, LLC Portfolio

Follow Davis Investment Partners, 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 Davis Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Davis Investment Partners, LLC with notifications on news.