Tci Wealth Advisors, Inc. Phillips 66 Transaction History

Tci Wealth Advisors, Inc.

$1.15 Billion
Q1 2025

A detailed history of Tci Wealth Advisors, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 2,004 shares of PSX stock, worth $202,203. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,004

Previous 1,992 0.6%

Holding current value

$202,203

Previous $226,000 9.29%

% of portfolio

0.02%

Previous 0.02%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$113.93 - $131.55 $1,367 - $1,578	12 Added 0.6%	2,004 $247,000
Q4 2024 Jan 23, 2025	SELL	$110.35 - $138.93 $5,848 - $7,363	-53 Reduced 2.59%	1,992 $226,000
Q3 2024 Oct 24, 2024	BUY	$125.0 - $147.17 $6,375 - $7,505	51 Added 2.56%	2,045 $268,000
Q2 2024 Jul 30, 2024	SELL	$135.85 - $172.71 $543 - $690	-4 Reduced 0.2%	1,994 $281,000
Q1 2024 May 07, 2024	SELL	$127.67 - $163.34 $13,022 - $16,660	-102 Reduced 4.86%	1,998 $326,000
Q4 2023 Feb 06, 2024	SELL	$109.19 - $135.72 $10,919 - $13,572	-100 Reduced 4.55%	2,100 $279,000
Q3 2023 Oct 31, 2023	BUY	$95.4 - $124.28 $190 - $248	2 Added 0.09%	2,200 $264,000
Q2 2023 Aug 04, 2023	SELL	$90.81 - $106.46 $17,889 - $20,972	-197 Reduced 8.23%	2,198 $209,000
Q1 2023 May 03, 2023	BUY	$93.54 - $111.49 $7,763 - $9,253	83 Added 3.59%	2,395 $242,000
Q4 2022 Feb 06, 2023	SELL	$84.58 - $112.31 $7,189 - $9,546	-85 Reduced 3.55%	2,312 $240,000
Q3 2022 Nov 08, 2022	BUY	$74.16 - $93.57 $3,559 - $4,491	48 Added 2.04%	2,397 $193,000
Q2 2022 Jul 19, 2022	SELL	$81.02 - $110.25 $1,863 - $2,535	-23 Reduced 0.97%	2,349 $193,000
Q1 2022 Apr 29, 2022	BUY	$75.34 - $93.2 $44,073 - $54,522	585 Added 32.74%	2,372 $205,000
Q4 2021 Jan 24, 2022	BUY	$68.67 - $83.73 $17,236 - $21,016	251 Added 16.34%	1,787 $129,000
Q3 2021 Oct 29, 2021	SELL	$64.27 - $87.9 $1,542 - $2,109	-24 Reduced 1.54%	1,536 $108,000
Q2 2021 Aug 02, 2021	SELL	$74.95 - $92.56 $4,422 - $5,461	-59 Reduced 3.64%	1,560 $134,000
Q1 2021 Apr 29, 2021	BUY	$67.38 - $88.66 $14,149 - $18,618	210 Added 14.9%	1,619 $132,000
Q4 2020 Jan 21, 2021	SELL	$44.22 - $70.86 $5,571 - $8,928	-126 Reduced 8.21%	1,409 $99,000
Q3 2020 Oct 20, 2020	SELL	$51.84 - $69.11 $40,901 - $54,527	-789 Reduced 33.95%	1,535 $80,000
Q2 2020 Jul 20, 2020	SELL	$49.51 - $89.73 $1,584 - $2,871	-32 Reduced 1.36%	2,324 $167,000
Q1 2020 Apr 14, 2020	SELL	$42.09 - $112.2 $14,226 - $37,923	-338 Reduced 12.55%	2,356 $126,000
Q4 2019 Jan 27, 2020	SELL	$98.24 - $119.7 $59,828 - $72,897	-609 Reduced 18.44%	2,694 $300,000
Q2 2019 Jul 23, 2019	SELL	$80.8 - $98.61 $969 - $1,183	-12 Reduced 0.36%	3,303 $309,000
Q1 2019 Apr 11, 2019	SELL	$86.9 - $98.89 $86 - $98	-1 Reduced 0.03%	3,315 $315,000
Q4 2018 Jan 17, 2019	SELL	$78.5 - $118.47 $2,983 - $4,501	-38 Reduced 1.13%	3,316 $286,000
Q3 2018 Nov 02, 2018	SELL	$109.36 - $123.34 $37,838 - $42,675	-346 Reduced 9.35%	3,354 $378,000
Q2 2018 Jul 27, 2018	BUY	$94.95 - $121.87 $87,448 - $112,242	921 Added 33.14%	3,700 $416,000
Q2 2017 Aug 10, 2017	BUY	N/A	2,779	2,779 $230,000

Others Institutions Holding PSX

# of Institutions

1,993

Shares Held

289M

Call Options Held

2.46M

Put Options Held

2.42M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $48.5B
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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Tci Wealth Advisors, Inc. Phillips 66 Transaction History