A detailed history of Univest Financial Corp transactions in Phillips 66 stock. As of the latest transaction made, Univest Financial Corp holds 3,196 shares of PSX stock, worth $364,120. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,196
Holding current value
$364,120
% of portfolio
0.03%

Shares

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

Nov 14, 2024

BUY
$125.0 - $147.17 $399,500 - $470,355
3,196 New
3,196 $420,000
Q2 2020

Jul 09, 2020

SELL
$49.51 - $89.73 $243,638 - $441,561
-4,921 Closed
0 $0
Q1 2020

May 05, 2020

BUY
$42.09 - $112.2 $66,838 - $178,173
1,588 Added 47.64%
4,921 $264,000
Q4 2019

Jan 14, 2020

SELL
$98.24 - $119.7 $35,955 - $43,810
-366 Reduced 9.89%
3,333 $288,000
Q3 2019

Nov 06, 2019

SELL
$94.06 - $105.06 $61,985 - $69,234
-659 Reduced 15.12%
3,699 $379,000
Q2 2019

Jul 12, 2019

SELL
$80.8 - $98.61 $14,786 - $18,045
-183 Reduced 4.03%
4,358 $408,000
Q1 2019

Apr 09, 2019

BUY
$86.9 - $98.89 $91,592 - $104,230
1,054 Added 30.23%
4,541 $432,000
Q4 2018

Jan 28, 2019

SELL
$78.5 - $118.47 $706 - $1,066
-9 Reduced 0.26%
3,487 $300,000
Q3 2018

Oct 10, 2018

SELL
$109.36 - $123.34 $25,152 - $28,368
-230 Reduced 6.17%
3,496 $394,000
Q2 2018

Jul 17, 2018

SELL
$94.95 - $121.87 $37,030 - $47,529
-390 Reduced 9.48%
3,726 $418,000
Q1 2018

Apr 19, 2018

SELL
$89.58 - $106.9 $48,104 - $57,405
-537 Reduced 11.54%
4,116 $395,000
Q4 2017

Jan 22, 2018

SELL
$90.24 - $102.06 $34,652 - $39,191
-384 Reduced 7.62%
4,653 $471,000
Q3 2017

Oct 13, 2017

BUY
$80.89 - $91.8 $407,442 - $462,396
5,037
5,037 $461,000

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 $54.8B
  • 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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