Laurel Wealth Advisors LLC Phillips 66 Transaction History

Laurel Wealth Advisors LLC

$624 Million
Q1 2025

A detailed history of Laurel Wealth Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 2,618 shares of PSX stock, worth $259,443. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,618

Previous 2,618 -0.0%

Holding current value

$259,443

Previous $298,000 8.39%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$125.0 - $147.17 $13,875 - $16,335	-111 Reduced 4.07%	2,618 $344,000
Q4 2023 Feb 13, 2024	BUY	$109.19 - $135.72 $3,494 - $4,343	32 Added 1.19%	2,729 $363,000
Q1 2023 May 08, 2023	BUY	$93.54 - $111.49 $44,244 - $52,734	473 Added 21.27%	2,697 $273,000
Q4 2022 Feb 07, 2023	SELL	$84.58 - $112.31 $3,552 - $4,717	-42 Reduced 1.85%	2,224 $231,000
Q2 2022 Aug 12, 2022	BUY	$81.02 - $110.25 $27,951 - $38,036	345 Added 17.96%	2,266 $186,000
Q3 2021 Nov 12, 2021	SELL	$64.27 - $87.9 $3,342 - $4,570	-52 Reduced 2.64%	1,921 $135,000
Q2 2021 Aug 02, 2021	BUY	$74.95 - $92.56 $3,897 - $4,813	52 Added 2.71%	1,973 $169,000
Q1 2021 May 04, 2021	BUY	$67.38 - $88.66 $943 - $1,241	14 Added 0.73%	1,921 $157,000
Q4 2020 Feb 04, 2021	SELL	$44.22 - $70.86 $6,633 - $10,629	-150 Reduced 7.29%	1,907 $133,000
Q3 2020 Nov 10, 2020	SELL	$51.84 - $69.11 $2,592 - $3,455	-50 Reduced 2.37%	2,057 $107,000
Q1 2020 Apr 30, 2020	SELL	$42.09 - $112.2 $2,399 - $6,395	-57 Reduced 2.63%	2,107 $113,000
Q2 2019 Aug 07, 2019	BUY	$80.8 - $98.61 $13,089 - $15,974	162 Added 8.09%	2,164 $202,000
Q4 2018 Feb 08, 2019	BUY	$78.5 - $118.47 $157,157 - $237,176	2,002 New	2,002 $172,000

Others Institutions Holding PSX

# of Institutions

1,990

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 $47.7B
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 LLC Phillips 66 Transaction History