A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 219 shares of PSX stock, worth $29,203. This represents 0.01% of its overall portfolio holdings.

Number of Shares
219
Previous 60 265.0%
Holding current value
$29,203
Previous $8.47 Million 239.84%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 06, 2024

BUY
$125.0 - $147.17 $19,875 - $23,400
159 Added 265.0%
219 $28.8 Million
Q4 2023

Feb 08, 2024

BUY
$109.19 - $135.72 $6,551 - $8,143
60 New
60 $7.99 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 Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private 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 Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.