Demars Financial Group, LLC Phillips 66 Transaction History

Demars Financial Group, LLC

$214 Million
Q3 2024

A detailed history of Demars Financial Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Demars Financial Group, LLC holds 4,252 shares of PSX stock, worth $474,438. This represents 0.26% of its overall portfolio holdings.

Number of Shares

4,252

Previous 4,334 1.89%

Holding current value

$474,438

Previous $611,000 8.67%

% of portfolio

0.26%

Previous 0.3%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$125.0 - $147.17 $10,250 - $12,067	-82 Reduced 1.89%	4,252 $558,000
Q2 2024 Jul 19, 2024	SELL	$135.85 - $172.71 $551,279 - $700,857	-4,058 Reduced 48.36%	4,334 $611,000
Q1 2024 Apr 24, 2024	SELL	$127.67 - $163.34 $53,366 - $68,276	-418 Reduced 4.74%	8,392 $1.37 Million
Q4 2023 Feb 01, 2024	SELL	$109.19 - $135.72 $1.45 Million - $1.8 Million	-13,249 Reduced 60.06%	8,810 $1.17 Million
Q3 2023 Oct 18, 2023	SELL	$95.4 - $124.28 $226,956 - $295,662	-2,379 Reduced 9.73%	22,059 $2.65 Million
Q2 2023 Jul 20, 2023	SELL	$90.81 - $106.46 $86,723 - $101,669	-955 Reduced 3.76%	24,438 $2.33 Million
Q1 2023 Apr 20, 2023	SELL	$93.54 - $111.49 $67,442 - $80,384	-721 Reduced 2.76%	25,393 $2.57 Million
Q4 2022 Feb 13, 2023	SELL	$84.58 - $112.31 $407,929 - $541,671	-4,823 Reduced 15.59%	26,114 $2.72 Million
Q3 2022 Oct 21, 2022	SELL	$74.16 - $93.57 $188,292 - $237,574	-2,539 Reduced 7.58%	30,937 $2.5 Million
Q2 2022 Jul 22, 2022	BUY	$81.02 - $110.25 $328,779 - $447,394	4,058 Added 13.79%	33,476 $2.75 Million
Q1 2022 Apr 27, 2022	SELL	$75.34 - $93.2 $135,762 - $167,946	-1,802 Reduced 5.77%	29,418 $2.54 Million
Q4 2021 Feb 02, 2022	BUY	$68.67 - $83.73 $1.7 Million - $2.07 Million	24,716 Added 380.01%	31,220 $2.26 Million
Q3 2021 Oct 15, 2021	BUY	$64.27 - $87.9 $396,545 - $542,343	6,170 Added 1847.31%	6,504 $455,000
Q2 2020 Aug 11, 2020	BUY	$49.51 - $89.73 $16,536 - $29,969	334 New	334 $24,000

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

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 ...

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Demars Financial Group, LLC Phillips 66 Transaction History