A detailed history of Moser Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 17,412 shares of PSX stock, worth $1.95 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
17,412
Previous 17,054 2.1%
Holding current value
$1.95 Million
Previous $2.41 Million 4.94%
% of portfolio
1.2%
Previous 1.32%

Shares

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

Nov 05, 2024

BUY
$125.0 - $147.17 $44,750 - $52,686
358 Added 2.1%
17,412 $2.29 Million
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

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $54B
  • 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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