A detailed history of Ieq Capital, LLC transactions in Phillips 66 stock. As of the latest transaction made, Ieq Capital, LLC holds 14,875 shares of PSX stock, worth $1.66 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,875
Previous 15,137 1.73%
Holding current value
$1.66 Million
Previous $2.14 Million 8.47%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$125.0 - $147.17 $32,750 - $38,558
-262 Reduced 1.73%
14,875 $1.96 Million
Q2 2024

Aug 12, 2024

BUY
$135.85 - $172.71 $165,057 - $209,842
1,215 Added 8.73%
15,137 $2.14 Million
Q1 2024

May 08, 2024

BUY
$127.67 - $163.34 $160,991 - $205,971
1,261 Added 9.96%
13,922 $2.27 Million
Q4 2023

Feb 07, 2024

BUY
$109.19 - $135.72 $231,919 - $288,269
2,124 Added 20.16%
12,661 $1.69 Million
Q3 2023

Nov 03, 2023

BUY
$95.4 - $124.28 $50,562 - $65,868
530 Added 5.3%
10,537 $1.27 Million
Q2 2023

Aug 07, 2023

SELL
$90.81 - $106.46 $26,516 - $31,086
-292 Reduced 2.84%
10,007 $954,000
Q1 2023

May 01, 2023

SELL
$93.54 - $111.49 $63,887 - $76,147
-683 Reduced 6.22%
10,299 $1.04 Million
Q4 2022

Feb 03, 2023

BUY
$84.58 - $112.31 $136,596 - $181,380
1,615 Added 17.24%
10,982 $1.14 Million
Q3 2022

Nov 03, 2022

BUY
$74.16 - $93.57 $106,642 - $134,553
1,438 Added 18.14%
9,367 $756,000
Q2 2022

Jul 27, 2022

BUY
$81.02 - $110.25 $78,022 - $106,170
963 Added 13.82%
7,929 $650,000
Q1 2022

Apr 26, 2022

BUY
$75.34 - $93.2 $66,977 - $82,854
889 Added 14.63%
6,966 $602,000
Q4 2021

Jan 31, 2022

SELL
$68.67 - $83.73 $52,189 - $63,634
-760 Reduced 11.12%
6,077 $440,000
Q3 2021

Nov 09, 2021

BUY
$64.27 - $87.9 $233,749 - $319,692
3,637 Added 113.66%
6,837 $478,000
Q2 2021

Jul 29, 2021

BUY
$74.95 - $92.56 $239,840 - $296,192
3,200 New
3,200 $275,000
Q1 2020

May 07, 2020

SELL
$42.09 - $112.2 $161,330 - $430,062
-3,833 Closed
0 $0
Q4 2019

Feb 11, 2020

SELL
$98.24 - $119.7 $63,266 - $77,086
-644 Reduced 14.38%
3,833 $426,000
Q4 2019

Feb 04, 2020

BUY
$98.24 - $119.7 $439,820 - $535,896
4,477 New
4,477 $323,000

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 Ieq Capital, LLC Portfolio

Follow Ieq Capital, 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 Ieq Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ieq Capital, LLC with notifications on news.