Mitchell & Pahl Private Wealth, LLC Phillips 66 Transaction History

Mitchell & Pahl Private Wealth, LLC

  • $209 Million
  • Q3 2024

A detailed history of Mitchell & Pahl Private Wealth, LLC transactions in Phillips 66 stock. As of the latest transaction made, Mitchell & Pahl Private Wealth, LLC holds 18,407 shares of PSX stock, worth $2.05 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
18,407
Previous 17,847 3.14%
Holding current value
$2.05 Million
Previous $2.52 Million 3.97%
% of portfolio
1.16%
Previous 1.36%

Shares

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

Oct 16, 2024
BUY
$125.0 - $147.17 $70,000 - $82,415
560 Added 3.14%
18,407 $2.42 Million
Q2 2024

Jul 12, 2024
BUY
$135.85 - $172.71 $10,052 - $12,780
74 Added 0.42%
17,847 $2.52 Million
Q1 2024

Apr 26, 2024
SELL
$127.67 - $163.34 $31,023 - $39,691
-243 Reduced 1.35%
17,773 $2.9 Million
Q4 2023

Feb 08, 2024
SELL
$109.19 - $135.72 $61,583 - $76,546
-564 Reduced 3.04%
18,016 $2.4 Million
Q3 2023

Oct 31, 2023
BUY
$95.4 - $124.28 $77,655 - $101,163
814 Added 4.58%
18,580 $2.23 Million
Q2 2023

Aug 07, 2023
BUY
$90.81 - $106.46 $46,222 - $54,188
509 Added 2.95%
17,766 $1.69 Million
Q1 2023

May 05, 2023
BUY
$93.54 - $111.49 $22,168 - $26,423
237 Added 1.39%
17,257 $1.75 Million
Q4 2022

Feb 09, 2023
BUY
$84.58 - $112.31 $60,897 - $80,863
720 Added 4.42%
17,020 $1.77 Million
Q3 2022

Nov 01, 2022
BUY
$74.16 - $93.57 $51,096 - $64,469
689 Added 4.41%
16,300 $1.32 Million
Q2 2022

Jul 25, 2022
BUY
$81.02 - $110.25 $48,530 - $66,039
599 Added 3.99%
15,611 $1.28 Million
Q1 2022

Apr 14, 2022
BUY
$75.34 - $93.2 $162,056 - $200,473
2,151 Added 16.72%
15,012 $1.3 Million
Q4 2021

Jan 19, 2022
BUY
$68.67 - $83.73 $8,858 - $10,801
129 Added 1.01%
12,861 $932,000
Q3 2021

Nov 03, 2021
BUY
$64.27 - $87.9 $17,160 - $23,469
267 Added 2.14%
12,732 $892,000
Q2 2021

Jul 14, 2021
BUY
$74.95 - $92.56 $45,719 - $56,461
610 Added 5.15%
12,465 $1.07 Million
Q1 2021

Apr 29, 2021
BUY
$67.38 - $88.66 $98,442 - $129,532
1,461 Added 14.06%
11,855 $967,000
Q4 2020

Feb 09, 2021
BUY
$44.22 - $70.86 $459,622 - $736,518
10,394 New
10,394 $727,000

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 Mitchell & Pahl Private Wealth, LLC Portfolio

Follow Mitchell & Pahl Private Wealth, 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 Mitchell & Pahl Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mitchell & Pahl Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email