Financial Gravity Asset Management, Inc. Phillips 66 Transaction History

Financial Gravity Asset Management, Inc.

$400 Billion
Q2 2024

A detailed history of Financial Gravity Asset Management, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 397 shares of PSX stock, worth $49,799. This represents 0.01% of its overall portfolio holdings.

Number of Shares

397

Previous 400 0.75%

Holding current value

$49,799

Previous $53.4 Million 4.92%

% of portfolio

0.01%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$135.85 - $172.71 $407 - $518	-3 Reduced 0.75%	397 $56 Million
Q1 2024 May 13, 2024	SELL	$127.67 - $163.34 $502,509 - $642,906	-3,936 Reduced 90.05%	435 $71.2 Million
Q4 2023 Jun 26, 2024	SELL	$109.19 - $135.72 $3,821 - $4,750	-35 Reduced 8.05%	400 $53.3 Million
Q3 2023 Nov 15, 2023	BUY	$95.4 - $124.28 $407,930 - $531,421	4,276 Added 4501.05%	4,371 $525,000
Q2 2023 Aug 08, 2023	SELL	$90.81 - $106.46 $544 - $638	-6 Reduced 5.94%	95 $13.6 Million
Q1 2023 May 12, 2023	SELL	$93.54 - $111.49 $280 - $334	-3 Reduced 2.88%	101 $3.08 Million
Q4 2022 Feb 15, 2023	SELL	$84.58 - $112.31 $100,819 - $133,873	-1,192 Reduced 91.98%	104 $1.1 Million
Q3 2022 Nov 03, 2022	SELL	$74.16 - $93.57 $13,348 - $16,842	-180 Reduced 12.2%	1,296 $2.37 Million
Q2 2022 Aug 05, 2022	SELL	$81.02 - $110.25 $22,847 - $31,090	-282 Reduced 16.04%	1,476 $2.48 Million
Q1 2022 May 13, 2022	BUY	$75.34 - $93.2 $132,447 - $163,845	1,758 New	1,758 $3.74 Million
Q2 2020 Aug 13, 2020	SELL	$49.51 - $89.73 $77,631 - $140,696	-1,568 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$42.09 - $112.2 $84 - $224	2 Added 0.13%	1,568 $84,000
Q4 2019 Feb 28, 2020	SELL	$98.24 - $119.7 $196 - $239	-2 Reduced 0.13%	1,566 $174,000
Q2 2019 Jul 26, 2019	SELL	$80.8 - $98.61 $808 - $986	-10 Reduced 0.63%	1,568 $147,000
Q1 2019 Apr 19, 2019	SELL	$86.9 - $98.89 $169,194 - $192,538	-1,947 Reduced 55.23%	1,578 $150,000
Q3 2018 Oct 31, 2018	BUY	$109.36 - $123.34 $217,954 - $245,816	1,993 Added 130.09%	3,525 $353,000
Q2 2018 Aug 14, 2018	BUY	$94.95 - $121.87 $92,291 - $118,457	972 Added 173.57%	1,532 $188,000
Q1 2018 May 23, 2018	BUY	$89.58 - $106.9 $50,164 - $59,864	560 New	560 $64,000

Others Institutions Holding PSX

# of Institutions

1,967

Shares Held

289M

Call Options Held

2.46M

Put Options Held

2.42M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $60.3B
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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Financial Gravity Asset Management, Inc. Phillips 66 Transaction History