Independent Solutions Wealth Management, LLC Phillips 66 Transaction History

Independent Solutions Wealth Management, LLC

$457 Billion
Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 15,200 shares of PSX stock, worth $1.97 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

15,200

Previous 15,362 1.05%

Holding current value

$1.97 Million

Previous $2.02 Billion 14.24%

% of portfolio

0.38%

Previous 0.46%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$110.35 - $138.93 $17,876 - $22,506	-162 Reduced 1.05%	15,200 $1.73 Billion
Q3 2024 Dec 19, 2024	BUY	$125.0 - $147.17 $78,500 - $92,422	628 Added 4.26%	15,362 $2.02 Billion
Q2 2024 Dec 19, 2024	SELL	$135.85 - $172.71 $72,272 - $91,881	-532 Reduced 3.48%	14,734 $2.08 Billion
Q1 2024 Dec 19, 2024	BUY	$127.67 - $163.34 $68,814 - $88,040	539 Added 3.66%	15,266 $2.49 Billion
Q4 2023 Dec 19, 2024	BUY	$109.19 - $135.72 $613,429 - $762,474	5,618 Added 61.68%	14,727 $1.96 Billion
Q3 2023 Dec 19, 2024	SELL	$95.4 - $124.28 $35,965 - $46,853	-377 Reduced 3.97%	9,109 $1.09 Billion
Q2 2023 Dec 19, 2024	BUY	$90.81 - $106.46 $583,363 - $683,899	6,424 Added 209.8%	9,486 $905 Million
Q1 2023 Dec 19, 2024	SELL	$93.54 - $111.49 $467 - $557	-5 Reduced 0.16%	3,062 $310 Million
Q4 2022 Dec 19, 2024	SELL	$84.58 - $112.31 $24,105 - $32,008	-285 Reduced 8.5%	3,067 $319 Million
Q3 2022 Dec 19, 2024	BUY	$74.16 - $93.57 $3,188 - $4,023	43 Added 1.3%	3,352 $271 Million
Q2 2022 Dec 19, 2024	BUY	$81.02 - $110.25 $268,095 - $364,817	3,309 New	3,309 $271 Million
Q4 2020 Dec 19, 2024	SELL	$44.22 - $70.86 $238,611 - $382,360	-5,396 Closed	0 $0
Q3 2020 Dec 19, 2024	SELL	$51.84 - $69.11 $7,672 - $10,228	-148 Reduced 2.67%	5,396 $280 Million
Q2 2020 Dec 19, 2024	SELL	$49.51 - $89.73 $33,468 - $60,657	-676 Reduced 10.87%	5,544 $399 Million
Q1 2020 Dec 19, 2024	BUY	$42.09 - $112.2 $22,854 - $60,924	543 Added 9.56%	6,220 $334 Million
Q4 2019 Dec 13, 2024	BUY	$98.24 - $119.7 $557,708 - $679,536	5,677 New	5,677 $632 Million

Others Institutions Holding PSX

# of Institutions

1,971

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 $62.4B
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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Independent Solutions Wealth Management, LLC Phillips 66 Transaction History