A detailed history of True Wealth Design, LLC transactions in Phillips 66 stock. As of the latest transaction made, True Wealth Design, LLC holds 19 shares of PSX stock, worth $2,633. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19
Previous 18 5.56%
Holding current value
$2,633
Previous $2.94 Million 8.77%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$135.85 - $172.71 $135 - $172
1 Added 5.56%
19 $2.68 Million
Q1 2024

May 14, 2024

BUY
$127.67 - $163.34 $1,149 - $1,470
9 Added 100.0%
18 $2.94 Million
Q4 2023

Feb 14, 2024

BUY
$109.19 - $135.72 $218 - $271
2 Added 28.57%
9 $1.2 Million
Q4 2022

Feb 15, 2023

BUY
$84.58 - $112.31 $592 - $786
7 New
7 $729,000

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 $66.7B
  • 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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