A detailed history of Lantern Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 2,125 shares of PSX stock, worth $234,536. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,125
Previous 2,107 0.85%
Holding current value
$234,536
Previous $297 Million 6.05%
% of portfolio
0.19%
Previous 0.22%

Shares

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

Nov 14, 2024

BUY
$125.0 - $147.17 $2,250 - $2,649
18 Added 0.85%
2,125 $279 Million
Q2 2024

Aug 14, 2024

SELL
$135.85 - $172.71 $2,988 - $3,799
-22 Reduced 1.03%
2,107 $297 Million
Q1 2024

May 14, 2024

BUY
$127.67 - $163.34 $3,191 - $4,083
25 Added 1.19%
2,129 $348 Million
Q4 2023

Feb 14, 2024

BUY
$109.19 - $135.72 $229,735 - $285,554
2,104 New
2,104 $280 Million

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 $53.1B
  • 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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