A detailed history of Foundations Investment Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 4,700 shares of PSX stock, worth $565,410. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,700
Previous 3,979 18.12%
Holding current value
$565,410
Previous $522,000 2.49%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$110.35 - $138.93 $79,562 - $100,168
721 Added 18.12%
4,700 $535,000
Q3 2024

Oct 21, 2024

BUY
$125.0 - $147.17 $2,500 - $2,943
20 Added 0.51%
3,979 $522,000
Q2 2024

Aug 02, 2024

BUY
$135.85 - $172.71 $97,812 - $124,351
720 Added 22.23%
3,959 $558,000
Q1 2024

May 13, 2024

BUY
$127.67 - $163.34 $1,149 - $1,470
9 Added 0.28%
3,239 $529,000
Q4 2023

Feb 08, 2024

BUY
$109.19 - $135.72 $28,498 - $35,422
261 Added 8.79%
3,230 $430,000
Q3 2023

Oct 05, 2023

BUY
$95.4 - $124.28 $16,599 - $21,624
174 Added 6.23%
2,969 $356,000
Q2 2023

Jul 19, 2023

SELL
$90.81 - $106.46 $6,356 - $7,452
-70 Reduced 2.44%
2,795 $266,000
Q1 2023

Apr 25, 2023

BUY
$93.54 - $111.49 $49,014 - $58,420
524 Added 22.38%
2,865 $290,000
Q4 2022

Jan 11, 2023

SELL
$84.58 - $112.31 $80,266 - $106,582
-949 Reduced 28.84%
2,341 $0
Q3 2022

Oct 19, 2022

BUY
$74.16 - $93.57 $3,633 - $4,584
49 Added 1.51%
3,290 $266,000
Q2 2022

Jul 08, 2022

BUY
$81.02 - $110.25 $262,585 - $357,320
3,241 New
3,241 $258,000
Q4 2020

Jan 13, 2021

SELL
$44.22 - $70.86 $293,488 - $470,297
-6,637 Closed
0 $0
Q3 2020

Oct 07, 2020

SELL
$51.84 - $69.11 $156,608 - $208,781
-3,021 Reduced 31.28%
6,637 $339,000
Q2 2020

Jul 08, 2020

BUY
$49.51 - $89.73 $478,167 - $866,612
9,658 New
9,658 $661,000

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 $57.9B
  • 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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