A detailed history of Cherry Tree Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,695 shares of PSX stock, worth $187,077. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,695
Previous 1,695 -0.0%
Holding current value
$187,077
Previous $239 Million 6.89%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Aug 06, 2024

BUY
$135.85 - $172.71 $8,966 - $11,398
66 Added 4.05%
1,695 $239 Million
Q1 2024

May 01, 2024

SELL
$127.67 - $163.34 $17,490 - $22,377
-137 Reduced 7.76%
1,629 $266 Million
Q2 2023

Aug 09, 2023

BUY
$90.81 - $106.46 $160,370 - $188,008
1,766 New
1,766 $168 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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