A detailed history of Douglas Lane & Associates, LLC transactions in Phillips 66 stock. As of the latest transaction made, Douglas Lane & Associates, LLC holds 2,136 shares of PSX stock, worth $238,334. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,136
Previous 2,091 2.15%
Holding current value
$238,334
Previous $295,000 5.08%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 10, 2024

BUY
$125.0 - $147.17 $5,625 - $6,622
45 Added 2.15%
2,136 $280,000
Q2 2024

Jul 08, 2024

BUY
$135.85 - $172.71 $17,660 - $22,452
130 Added 6.63%
2,091 $295,000
Q1 2024

Apr 11, 2024

BUY
$127.67 - $163.34 $250,360 - $320,309
1,961 New
1,961 $320,000
Q3 2021

Oct 21, 2021

SELL
$64.27 - $87.9 $150,263 - $205,510
-2,338 Closed
0 $0
Q2 2021

Jul 19, 2021

SELL
$74.95 - $92.56 $8,619 - $10,644
-115 Reduced 4.69%
2,338 $201,000
Q1 2021

Apr 19, 2021

BUY
$67.38 - $88.66 $165,283 - $217,482
2,453 New
2,453 $200,000
Q2 2018

Jul 23, 2018

SELL
$94.95 - $121.87 $251,237 - $322,468
-2,646 Closed
0 $0
Q1 2018

Apr 23, 2018

SELL
$89.58 - $106.9 $10,301 - $12,293
-115 Reduced 4.17%
2,646 $254,000
Q4 2017

Jan 24, 2018

SELL
$90.24 - $102.06 $37,088 - $41,946
-411 Reduced 12.96%
2,761 $279,000
Q3 2017

Oct 19, 2017

BUY
$80.89 - $91.8 $256,583 - $291,189
3,172
3,172 $291,000

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
Track This Portfolio

Track Douglas Lane & Associates, LLC Portfolio

Follow Douglas Lane & Associates, 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 Douglas Lane & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Douglas Lane & Associates, LLC with notifications on news.