Laurel Wealth Advisors, Inc. Phillips 66 Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

A detailed history of Laurel Wealth Advisors, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 3,959 shares of PSX stock, worth $441,745. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,959

Previous 4,324 8.44%

Holding current value

$441,745

Previous $349,000 18.05%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$84.58 - $112.31 $30,871 - $40,993	-365 Reduced 8.44%	3,959 $412,000
Q3 2022 Nov 14, 2022	BUY	$74.16 - $93.57 $16,760 - $21,146	226 Added 5.51%	4,324 $349,000
Q2 2022 Aug 12, 2022	BUY	$81.02 - $110.25 $110,754 - $150,711	1,367 Added 50.05%	4,098 $336,000
Q1 2022 May 13, 2022	SELL	$75.34 - $93.2 $49,724 - $61,512	-660 Reduced 19.46%	2,731 $235,000
Q4 2021 Feb 14, 2022	SELL	$68.67 - $83.73 $11,673 - $14,234	-170 Reduced 4.77%	3,391 $245,000
Q3 2021 Nov 12, 2021	SELL	$64.27 - $87.9 $58,035 - $79,373	-903 Reduced 20.23%	3,561 $249,000
Q2 2021 Aug 16, 2021	SELL	$74.95 - $92.56 $39,048 - $48,223	-521 Reduced 10.45%	4,464 $383,000
Q1 2021 May 14, 2021	SELL	$67.38 - $88.66 $312,306 - $410,939	-4,635 Reduced 48.18%	4,985 $406,000
Q4 2020 Mar 03, 2021	SELL	$44.22 - $70.86 $22,463 - $35,996	-508 Reduced 5.02%	9,620 $673,000
Q3 2020 Nov 13, 2020	SELL	$51.84 - $69.11 $27,164 - $36,213	-524 Reduced 4.92%	10,128 $525,000
Q2 2020 Aug 14, 2020	SELL	$49.51 - $89.73 $276,810 - $501,680	-5,591 Reduced 34.42%	10,652 $766,000
Q1 2020 May 15, 2020	SELL	$42.09 - $112.2 $40,153 - $107,038	-954 Reduced 5.55%	16,243 $872,000
Q4 2019 Feb 13, 2020	SELL	$98.24 - $119.7 $67,294 - $81,994	-685 Reduced 3.83%	17,197 $1.92 Million
Q3 2019 Nov 13, 2019	BUY	$94.06 - $105.06 $82,490 - $92,137	877 Added 5.16%	17,882 $1.83 Million
Q2 2019 Aug 13, 2019	SELL	$80.8 - $98.61 $19,796 - $24,159	-245 Reduced 1.42%	17,005 $1.59 Million
Q1 2019 May 16, 2019	SELL	$86.9 - $98.89 $12,252 - $13,943	-141 Reduced 0.81%	17,250 $1.64 Million
Q4 2018 Feb 13, 2019	SELL	$78.5 - $118.47 $6,751 - $10,188	-86 Reduced 0.49%	17,391 $1.5 Million
Q3 2018 Nov 15, 2018	SELL	$109.36 - $123.34 $164,805 - $185,873	-1,507 Reduced 7.94%	17,477 $1.97 Million
Q2 2018 Aug 20, 2018	SELL	$94.95 - $121.87 $5,222 - $6,702	-55 Reduced 0.29%	18,984 $2.13 Million
Q1 2018 May 16, 2018	SELL	$89.58 - $106.9 $247,061 - $294,830	-2,758 Reduced 12.65%	19,039 $1.83 Million
Q4 2017 Feb 15, 2018	BUY	$90.24 - $102.06 $252,311 - $285,359	2,796 Added 14.72%	21,797 $2.2 Million
Q3 2017 Nov 14, 2017	SELL	$80.89 - $91.8 $4,610 - $5,232	-57 Reduced 0.3%	19,001 $1.74 Million
Q2 2017 Aug 15, 2017	BUY	N/A	19,058	19,058 $1.58 Million

Others Institutions Holding PSX

# of Institutions

1,961

Shares Held

282M

Call Options Held

2.55M

Put Options Held

2.36M

View Full List

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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Laurel Wealth Advisors, Inc. Phillips 66 Transaction History