Lpl Financial LLC Phillips 66 Transaction History

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

A detailed history of Lpl Financial LLC transactions in Phillips 66 stock. As of the latest transaction made, Lpl Financial LLC holds 666,491 shares of PSX stock, worth $74.4 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
666,491
Previous 664,044 0.37%
Holding current value
$74.4 Million
Previous $93.7 Million 6.55%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 08, 2024
BUY
$125.0 - $147.17 $305,875 - $360,124
2,447 Added 0.37%
666,491 $87.6 Million
Q2 2024

Aug 07, 2024
BUY
$135.85 - $172.71 $2.26 Million - $2.87 Million
16,619 Added 2.57%
664,044 $93.7 Million
Q1 2024

May 10, 2024
BUY
$127.67 - $163.34 $752,103 - $962,235
5,891 Added 0.92%
647,425 $106 Million
Q4 2023

Feb 14, 2024
BUY
$109.19 - $135.72 $6.29 Million - $7.82 Million
57,612 Added 9.87%
641,534 $85.4 Million
Q3 2023

Nov 13, 2023
SELL
$95.4 - $124.28 $721,796 - $940,302
-7,566 Reduced 1.28%
583,922 $70.2 Million
Q2 2023

Jul 31, 2023
SELL
$90.81 - $106.46 $405,375 - $475,237
-4,464 Reduced 0.75%
591,488 $56.4 Million
Q1 2023

May 10, 2023
BUY
$93.54 - $111.49 $11.1 Million - $13.2 Million
118,523 Added 24.83%
595,952 $60.4 Million
Q4 2022

Feb 07, 2023
BUY
$84.58 - $112.31 $4.46 Million - $5.92 Million
52,731 Added 12.42%
477,429 $49.7 Million
Q3 2022

Nov 14, 2022
BUY
$74.16 - $93.57 $2.49 Million - $3.15 Million
33,640 Added 8.6%
424,698 $34.3 Million
Q2 2022

Aug 12, 2022
BUY
$81.02 - $110.25 $6.68 Million - $9.09 Million
82,414 Added 26.7%
391,058 $32.1 Million
Q1 2022

May 16, 2022
BUY
$75.34 - $93.2 $1.02 Million - $1.26 Million
13,508 Added 4.58%
308,644 $26.7 Million
Q4 2021

Feb 14, 2022
BUY
$68.67 - $83.73 $2.24 Million - $2.73 Million
32,583 Added 12.41%
295,136 $21.4 Million
Q3 2021

Nov 15, 2021
SELL
$64.27 - $87.9 $2,892 - $3,955
-45 Reduced 0.02%
262,553 $18.4 Million
Q2 2021

Aug 13, 2021
BUY
$74.95 - $92.56 $1.32 Million - $1.63 Million
17,598 Added 7.18%
262,598 $22.5 Million
Q1 2021

May 14, 2021
BUY
$67.38 - $88.66 $880,252 - $1.16 Million
13,064 Added 5.63%
245,000 $20 Million
Q4 2020

Feb 12, 2021
BUY
$44.22 - $70.86 $168,566 - $270,118
3,812 Added 1.67%
231,936 $16.2 Million
Q3 2020

Nov 09, 2020
SELL
$51.84 - $69.11 $1.87 Million - $2.49 Million
-36,078 Reduced 13.66%
228,124 $11.8 Million
Q2 2020

Aug 13, 2020
BUY
$49.51 - $89.73 $732,748 - $1.33 Million
14,800 Added 5.93%
264,202 $19 Million
Q1 2020

May 14, 2020
BUY
$42.09 - $112.2 $1.06 Million - $2.82 Million
25,170 Added 11.22%
249,402 $13.4 Million
Q4 2019

Feb 14, 2020
BUY
$98.24 - $119.7 $732,477 - $892,483
7,456 Added 3.44%
224,232 $25 Million
Q3 2019

Nov 13, 2019
BUY
$94.06 - $105.06 $360,061 - $402,169
3,828 Added 1.8%
216,776 $22.2 Million
Q2 2019

Aug 09, 2019
BUY
$80.8 - $98.61 $1.62 Million - $1.98 Million
20,110 Added 10.43%
212,948 $19.9 Million
Q1 2019

May 08, 2019
BUY
$86.9 - $98.89 $338,649 - $385,374
3,897 Added 2.06%
192,838 $18.4 Million
Q4 2018

Feb 07, 2019
BUY
$78.5 - $118.47 $1.07 Million - $1.61 Million
13,599 Added 7.76%
188,941 $16.3 Million
Q3 2018

Nov 14, 2018
SELL
$109.36 - $123.34 $97,330 - $109,772
-890 Reduced 0.51%
175,342 $19.8 Million
Q2 2018

Aug 14, 2018
BUY
$94.95 - $121.87 $413,507 - $530,743
4,355 Added 2.53%
176,232 $19.8 Million
Q1 2018

May 15, 2018
BUY
$89.58 - $106.9 $3.15 Million - $3.76 Million
35,156 Added 25.71%
171,877 $16.5 Million
Q4 2017

Feb 14, 2018
BUY
$90.24 - $102.06 $282,000 - $318,937
3,125 Added 2.34%
136,721 $13.8 Million
Q3 2017

Nov 14, 2017
BUY
$80.89 - $91.8 $568,414 - $645,078
7,027 Added 5.55%
133,596 $12.2 Million
Q2 2017

Aug 14, 2017
BUY
N/A
126,569
126,569 $10.5 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

PSX Quotes by TradingView
  • 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 Lpl Financial LLC Portfolio

Follow Lpl Financial 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email