A detailed history of Naples Global Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Naples Global Advisors, LLC holds 2,110 shares of PSX stock, worth $235,433. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,110
Previous 2,036 3.63%
Holding current value
$235,433
Previous $287,000 3.48%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 24, 2024

BUY
$125.0 - $147.17 $9,250 - $10,890
74 Added 3.63%
2,110 $277,000
Q2 2024

Jul 18, 2024

BUY
$135.85 - $172.71 $407 - $518
3 Added 0.15%
2,036 $287,000
Q1 2024

Apr 29, 2024

BUY
$127.67 - $163.34 $30,002 - $38,384
235 Added 13.07%
2,033 $332,000
Q4 2023

Jan 11, 2024

SELL
$109.19 - $135.72 $7,315 - $9,093
-67 Reduced 3.59%
1,798 $239,000
Q3 2023

Oct 16, 2023

BUY
$95.4 - $124.28 $177,921 - $231,782
1,865 New
1,865 $224,000

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 $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
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