A detailed history of Mosaic Financial Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 1,641 shares of PSX stock, worth $218,827. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,641
Previous 2,101 21.89%
Holding current value
$218,827
Previous $297,000 27.27%
% of portfolio
0.15%
Previous 0.21%

Shares

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

Nov 15, 2024

SELL
$125.0 - $147.17 $57,500 - $67,698
-460 Reduced 21.89%
1,641 $216,000
Q2 2024

Aug 15, 2024

BUY
$135.85 - $172.71 $115,064 - $146,285
847 Added 67.54%
2,101 $297,000
Q1 2024

May 15, 2024

BUY
$127.67 - $163.34 $160,098 - $204,828
1,254 New
1,254 $205,000

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 $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 Mosaic Financial Group, LLC Portfolio

Follow Mosaic Financial Group, 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 Mosaic Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Financial Group, LLC with notifications on news.