A detailed history of Trueblood Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 1,810 shares of PSX stock, worth $241,363. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,810
Previous 1,957 7.51%
Holding current value
$241,363
Previous $276 Million 13.91%
% of portfolio
0.12%
Previous 0.16%

Shares

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

Oct 23, 2024

SELL
$125.0 - $147.17 $18,375 - $21,633
-147 Reduced 7.51%
1,810 $238 Million
Q2 2024

Aug 07, 2024

BUY
$135.85 - $172.71 $679 - $863
5 Added 0.26%
1,957 $276 Million
Q1 2024

Apr 26, 2024

SELL
$127.67 - $163.34 $29,236 - $37,404
-229 Reduced 10.5%
1,952 $319 Million
Q4 2023

Jan 18, 2024

BUY
$109.19 - $135.72 $238,143 - $296,005
2,181 New
2,181 $290 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 $64.1B
  • 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
Track This Portfolio

Track Trueblood Wealth Management, LLC Portfolio

Follow Trueblood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trueblood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trueblood Wealth Management, LLC with notifications on news.