A detailed history of Kmg Fiduciary Partners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 15,057 shares of PSX stock, worth $1.68 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
15,057
Previous 14,367 4.8%
Holding current value
$1.68 Million
Previous $2.03 Million 2.42%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Oct 17, 2024

BUY
$125.0 - $147.17 $86,250 - $101,547
690 Added 4.8%
15,057 $1.98 Million
Q2 2024

Jul 17, 2024

BUY
$135.85 - $172.71 $40,483 - $51,467
298 Added 2.12%
14,367 $2.03 Million
Q1 2024

Apr 10, 2024

BUY
$127.67 - $163.34 $14,554 - $18,620
114 Added 0.82%
14,069 $2.3 Million
Q3 2023

Oct 25, 2023

SELL
$95.4 - $124.28 $120,776 - $157,338
-1,266 Reduced 8.32%
13,955 $1.68 Million
Q2 2023

Jul 14, 2023

BUY
$90.81 - $106.46 $76,462 - $89,639
842 Added 5.86%
15,221 $1.45 Million
Q1 2023

Apr 13, 2023

BUY
$93.54 - $111.49 $164,443 - $195,999
1,758 Added 13.93%
14,379 $1.46 Million
Q4 2022

Jan 12, 2023

BUY
$84.58 - $112.31 $326,140 - $433,067
3,856 Added 43.99%
12,621 $0
Q3 2022

Oct 27, 2022

BUY
$74.16 - $93.57 $650,012 - $820,141
8,765 New
8,765 $707,000

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
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