Sheaff Brock Investment Advisors, LLC Phillips 66 Transaction History

Sheaff Brock Investment Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 4,171 shares of PSX stock, worth $534,054. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,171
Previous 4,163 0.19%
Holding current value
$534,054
Previous $547,000 13.16%
% of portfolio
0.04%
Previous 0.05%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$110.35 - $138.93 $882 - $1,111
8 Added 0.19%
4,171 $475,000
Q3 2024

Nov 06, 2024
SELL
$125.0 - $147.17 $17,000 - $20,015
-136 Reduced 3.16%
4,163 $547,000
Q2 2024

Jul 30, 2024
SELL
$135.85 - $172.71 $25,268 - $32,124
-186 Reduced 4.15%
4,299 $606,000
Q1 2024

May 14, 2024
SELL
$127.67 - $163.34 $26,683 - $34,138
-209 Reduced 4.45%
4,485 $732,000
Q4 2023

Feb 08, 2024
BUY
$109.19 - $135.72 $28,280 - $35,151
259 Added 5.84%
4,694 $624,000
Q3 2023

Nov 08, 2023
SELL
$95.4 - $124.28 $25,281 - $32,934
-265 Reduced 5.64%
4,435 $532,000
Q2 2023

Aug 08, 2023
BUY
$90.81 - $106.46 $61,750 - $72,392
680 Added 16.92%
4,700 $448,000
Q1 2023

May 01, 2023
BUY
$93.54 - $111.49 $31,429 - $37,460
336 Added 9.12%
4,020 $407,000
Q4 2022

Feb 13, 2023
SELL
$84.58 - $112.31 $33,493 - $44,474
-396 Reduced 9.71%
3,684 $383,000
Q3 2022

Nov 03, 2022
SELL
$74.16 - $93.57 $370 - $467
-5 Reduced 0.12%
4,080 $329,000
Q2 2022

Aug 02, 2022
BUY
$81.02 - $110.25 $1,134 - $1,543
14 Added 0.34%
4,085 $335,000
Q1 2022

May 16, 2022
BUY
$75.34 - $93.2 $97,565 - $120,694
1,295 Added 46.65%
4,071 $352,000
Q1 2022

May 06, 2022
SELL
$75.34 - $93.2 $36,087 - $44,642
-479 Reduced 14.72%
2,776 $240,000
Q4 2021

Jun 02, 2022
BUY
$68.67 - $83.73 $223,520 - $272,541
3,255 New
3,255 $236,000
Q4 2021

Feb 03, 2022
SELL
$68.67 - $83.73 $256,688 - $312,982
-3,738 Closed
0 $0
Q3 2021

Jun 02, 2022
BUY
$64.27 - $87.9 $37,726 - $51,597
587 Added 18.63%
3,738 $262,000
Q3 2021

Nov 03, 2021
SELL
$64.27 - $87.9 $27,314 - $37,357
-425 Reduced 11.88%
3,151 $221,000
Q2 2021

Jun 02, 2022
BUY
$74.95 - $92.56 $43,695 - $53,962
583 Added 19.48%
3,576 $307,000
Q2 2021

Aug 16, 2021
SELL
$74.95 - $92.56 $42,571 - $52,574
-568 Reduced 15.95%
2,993 $257,000
Q1 2021

Jun 02, 2022
BUY
$67.38 - $88.66 $39,080 - $51,422
580 Added 19.46%
3,561 $290,000
Q1 2021

May 11, 2021
SELL
$67.38 - $88.66 $38,069 - $50,092
-565 Reduced 15.93%
2,981 $243,000
Q4 2020

Feb 01, 2021
BUY
$44.22 - $70.86 $156,804 - $251,269
3,546 New
3,546 $248,000
Q3 2020

Oct 30, 2020
SELL
$51.84 - $69.11 $195,073 - $260,060
-3,763 Closed
0 $0
Q2 2020

Aug 07, 2020
SELL
$49.51 - $89.73 $14,704 - $26,649
-297 Reduced 7.32%
3,763 $271,000
Q1 2020

Apr 30, 2020
BUY
$42.09 - $112.2 $16,162 - $43,084
384 Added 10.45%
4,060 $218,000
Q4 2019

Jan 29, 2020
SELL
$98.24 - $119.7 $47,548 - $57,934
-484 Reduced 11.63%
3,676 $410,000
Q3 2019

Oct 28, 2019
BUY
$94.06 - $105.06 $13,168 - $14,708
140 Added 3.48%
4,160 $426,000
Q2 2019

Jul 31, 2019
SELL
$80.8 - $98.61 $69,164 - $84,410
-856 Reduced 17.56%
4,020 $376,000
Q1 2019

Apr 29, 2019
SELL
$86.9 - $98.89 $221,855 - $252,466
-2,553 Reduced 34.37%
4,876 $464,000
Q4 2018

Jan 28, 2019
SELL
$78.5 - $118.47 $17,741 - $26,774
-226 Reduced 2.95%
7,429 $640,000
Q3 2018

Nov 09, 2018
SELL
$109.36 - $123.34 $3,390 - $3,823
-31 Reduced 0.4%
7,655 $863,000
Q2 2018

Jul 31, 2018
BUY
$94.95 - $121.87 $15,381 - $19,742
162 Added 2.15%
7,686 $863,000
Q1 2018

May 03, 2018
SELL
$89.58 - $106.9 $105,166 - $125,500
-1,174 Reduced 13.5%
7,524 $722,000
Q4 2017

Feb 12, 2018
SELL
$90.24 - $102.06 $14,709 - $16,635
-163 Reduced 1.84%
8,698 $880,000
Q3 2017

Nov 13, 2017
SELL
$80.89 - $91.8 $9,221 - $10,465
-114 Reduced 1.27%
8,861 $812,000
Q2 2017

Aug 09, 2017
BUY
N/A
8,975
8,975 $742,000

Others Institutions Holding PSX

# of Institutions
1,964
Shares Held
289M
Call Options Held
2.74M
Put Options Held
2.72M
View Full List

About Phillips 66

PSX Quotes by TradingView
  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $61.6B
  • 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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