A detailed history of Trajan Wealth LLC transactions in Phillips 66 stock. As of the latest transaction made, Trajan Wealth LLC holds 35,217 shares of PSX stock, worth $4.03 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
35,217
Previous 31,378 12.23%
Holding current value
$4.03 Million
Previous $4.43 Billion 4.51%
% of portfolio
0.27%
Previous 0.28%

Shares

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

Oct 25, 2024

BUY
$125.0 - $147.17 $479,875 - $564,985
3,839 Added 12.23%
35,217 $4.63 Billion
Q2 2024

Jul 26, 2024

SELL
$135.85 - $172.71 $28,392 - $36,096
-209 Reduced 0.66%
31,378 $4.43 Billion
Q1 2024

May 14, 2024

BUY
$127.67 - $163.34 $4.03 Million - $5.16 Million
31,587 New
31,587 $5.16 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 $55B
  • 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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