Moser Wealth Advisors, LLC Phillips 66 Transaction History

Moser Wealth Advisors, LLC

$182 Million
Q2 2024

A detailed history of Moser Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 17,054 shares of PSX stock, worth $2.06 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

17,054

Previous 16,721 1.99%

Holding current value

$2.06 Million

Previous $2.73 Million 11.86%

% of portfolio

1.32%

Previous 1.54%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$135.85 - $172.71 $45,238 - $57,512	333 Added 1.99%	17,054 $2.41 Million
Q1 2024 May 01, 2024	BUY	$127.67 - $163.34 $1,021 - $1,306	8 Added 0.05%	16,721 $2.73 Million
Q4 2023 Feb 06, 2024	BUY	$109.19 - $135.72 $10,700 - $13,300	98 Added 0.59%	16,713 $2.23 Million
Q3 2023 Nov 09, 2023	BUY	$95.4 - $124.28 $858 - $1,118	9 Added 0.05%	16,615 $2 Million
Q2 2023 Aug 02, 2023	SELL	$90.81 - $106.46 $59,480 - $69,731	-655 Reduced 3.79%	16,606 $1.58 Million
Q4 2022 Jan 12, 2023	SELL	$84.58 - $112.31 $15,816 - $21,001	-187 Reduced 1.07%	17,261 $1.8 Million
Q3 2022 Nov 03, 2022	BUY	$74.16 - $93.57 $741 - $935	10 Added 0.06%	17,448 $1.41 Million
Q2 2022 Aug 02, 2022	SELL	$81.02 - $110.25 $7,372 - $10,032	-91 Reduced 0.52%	17,438 $1.43 Million
Q1 2022 Apr 29, 2022	SELL	$75.34 - $93.2 $6,780 - $8,388	-90 Reduced 0.51%	17,529 $1.51 Million
Q4 2021 Jan 19, 2022	SELL	$68.67 - $83.73 $26,712 - $32,570	-389 Reduced 2.16%	17,619 $1.28 Million
Q3 2021 Oct 18, 2021	BUY	$64.27 - $87.9 $48,652 - $66,540	757 Added 4.39%	18,008 $1.26 Million
Q2 2021 Jul 29, 2021	SELL	$74.95 - $92.56 $25,707 - $31,748	-343 Reduced 1.95%	17,251 $1.48 Million
Q1 2021 May 05, 2021	BUY	$67.38 - $88.66 $404 - $531	6 Added 0.03%	17,594 $1.44 Million
Q4 2020 Jan 29, 2021	BUY	$44.22 - $70.86 $397 - $637	9 Added 0.05%	17,588 $1.23 Million
Q3 2020 Oct 26, 2020	BUY	$51.84 - $69.11 $139,086 - $185,422	2,683 Added 18.01%	17,579 $911,000
Q2 2020 Jul 22, 2020	SELL	$49.51 - $89.73 $3,366 - $6,101	-68 Reduced 0.45%	14,896 $1.07 Million
Q1 2020 Apr 30, 2020	BUY	$42.09 - $112.2 $36,071 - $96,155	857 Added 6.07%	14,964 $802,000
Q4 2019 Feb 12, 2020	BUY	$98.24 - $119.7 $1.39 Million - $1.69 Million	14,107 New	14,107 $1.57 Million

Others Institutions Holding PSX

# of Institutions

1,928

Shares Held

303M

Call Options Held

2.76M

Put Options Held

2.35M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $58.2B
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 ...

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Moser Wealth Advisors, LLC Phillips 66 Transaction History