Sea Crest Wealth Management, LLC Phillips 66 Transaction History

Sea Crest Wealth Management, LLC

$882 Million
Q3 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 3,032 shares of PSX stock, worth $431,514. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,032

Previous 3,583 15.38%

Holding current value

$431,514

Previous $427,000 3.51%

% of portfolio

0.05%

Previous 0.05%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$118.37 - $139.46 $65,221 - $76,842	-551 Reduced 15.38%	3,032 $412,000
Q2 2025 Jul 11, 2025	SELL	$92.87 - $125.73 $23,031 - $31,181	-248 Reduced 6.47%	3,583 $427,000
Q1 2025 Apr 11, 2025	BUY	$113.93 - $131.55 $3,645 - $4,209	32 Added 0.84%	3,831 $473,000
Q4 2024 Jan 14, 2025	SELL	$110.35 - $138.93 $142,130 - $178,941	-1,288 Reduced 25.32%	3,799 $432,000
Q3 2024 Oct 16, 2024	SELL	$125.0 - $147.17 $354,500 - $417,374	-2,836 Reduced 35.79%	5,087 $668,000

Q2 2024 Jul 19, 2024	SELL	$135.85 - $172.71 $5,705 - $7,253	-42 Reduced 0.53%	7,923 $1.12 Million
Q1 2024 Apr 18, 2024	SELL	$127.67 - $163.34 $102,008 - $130,508	-799 Reduced 9.12%	7,965 $1.3 Million
Q4 2023 Jan 18, 2024	SELL	$109.19 - $135.72 $2,183 - $2,714	-20 Reduced 0.23%	8,764 $1.17 Million
Q3 2023 Oct 12, 2023	SELL	$95.4 - $124.28 $76,033 - $99,051	-797 Reduced 8.32%	8,784 $1.06 Million
Q2 2023 Jul 14, 2023	SELL	$90.81 - $106.46 $57,028 - $66,856	-628 Reduced 6.15%	9,581 $913,000
Q1 2023 May 11, 2023	BUY	$93.54 - $111.49 $67,068 - $79,938	717 Added 7.55%	10,209 $1.03 Million
Q4 2022 Feb 14, 2023	SELL	$84.58 - $112.31 $98,704 - $131,065	-1,167 Reduced 10.95%	9,492 $987,000
Q3 2022 Nov 14, 2022	BUY	$74.16 - $93.57 $889 - $1,122	12 Added 0.11%	10,659 $860,000
Q2 2022 Aug 09, 2022	BUY	$81.02 - $110.25 $359,566 - $489,289	4,438 Added 71.48%	10,647 $873,000
Q1 2022 May 16, 2022	BUY	$75.34 - $93.2 $77,600 - $95,996	1,030 Added 19.89%	6,209 $536,000
Q4 2021 Feb 11, 2022	BUY	$68.67 - $83.73 $4,394 - $5,358	64 Added 1.25%	5,179 $375,000
Q3 2021 Nov 16, 2021	SELL	$64.27 - $87.9 $11,247 - $15,382	-175 Reduced 3.31%	5,115 $358,000
Q2 2021 Aug 12, 2021	SELL	$74.95 - $92.56 $11,392 - $14,069	-152 Reduced 2.79%	5,290 $454,000
Q1 2021 May 17, 2021	BUY	$67.38 - $88.66 $23,178 - $30,499	344 Added 6.75%	5,442 $444,000
Q4 2020 Feb 09, 2021	SELL	$44.22 - $70.86 $5,041 - $8,078	-114 Reduced 2.19%	5,098 $357,000
Q3 2020 Nov 12, 2020	BUY	$51.84 - $69.11 $2,332 - $3,109	45 Added 0.87%	5,212 $270,000
Q2 2020 Jul 27, 2020	SELL	$49.51 - $89.73 $1,930 - $3,499	-39 Reduced 0.75%	5,167 $372,000
Q1 2020 May 13, 2020	BUY	$42.09 - $112.2 $39,985 - $106,590	950 Added 22.32%	5,206 $279,000
Q4 2019 Jan 22, 2020	BUY	$98.24 - $119.7 $24,068 - $29,326	245 Added 6.11%	4,256 $474,000
Q3 2019 Oct 15, 2019	BUY	$94.06 - $105.06 $27,841 - $31,097	296 Added 7.97%	4,011 $411,000
Q2 2019 Jul 19, 2019	SELL	$80.8 - $98.61 $11,554 - $14,101	-143 Reduced 3.71%	3,715 $348,000
Q1 2019 May 10, 2019	BUY	$86.9 - $98.89 $22,680 - $25,810	261 Added 7.26%	3,858 $367,000
Q4 2018 Feb 13, 2019	SELL	$78.5 - $118.47 $68,687 - $103,661	-875 Reduced 19.57%	3,597 $310,000
Q3 2018 Nov 14, 2018	SELL	$109.36 - $123.34 $202,316 - $228,179	-1,850 Reduced 29.26%	4,472 $504,000
Q2 2018 Aug 03, 2018	BUY	$94.95 - $121.87 $16,996 - $21,814	179 Added 2.91%	6,322 $710,000
Q1 2018 Apr 20, 2018	SELL	$89.58 - $106.9 $31,442 - $37,521	-351 Reduced 5.4%	6,143 $589,000
Q4 2017 Feb 02, 2018	BUY	$90.24 - $102.06 $586,018 - $662,777	6,494	6,494 $657,000

Others Institutions Holding PSX

# of Institutions

2,127

Shares Held

302M

Call Options Held

3.27M

Put Options Held

2.79M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $68.5B
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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Sea Crest Wealth Management, LLC Phillips 66 Transaction History