A detailed history of Secured Retirement Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Secured Retirement Advisors, LLC holds 1,533 shares of PSX stock, worth $172,600. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,533
Previous 1,714 10.56%
Holding current value
$172,600
Previous $242 Million 16.7%
% of portfolio
0.15%
Previous 0.19%

Shares

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

Oct 29, 2024

SELL
$125.0 - $147.17 $22,625 - $26,637
-181 Reduced 10.56%
1,533 $202 Million
Q2 2024

Aug 09, 2024

BUY
$135.85 - $172.71 $9,101 - $11,571
67 Added 4.07%
1,714 $242 Million
Q1 2024

May 10, 2024

SELL
$127.67 - $163.34 $800,490 - $1.02 Million
-6,270 Reduced 79.2%
1,647 $269 Million
Q4 2023

Feb 16, 2024

BUY
$109.19 - $135.72 $864,457 - $1.07 Million
7,917 New
7,917 $1.05 Billion

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 $54.2B
  • 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 ...
More about PSX
Track This Portfolio

Track Secured Retirement Advisors, LLC Portfolio

Follow Secured Retirement Advisors, 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 Secured Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secured Retirement Advisors, LLC with notifications on news.