A detailed history of Wr Wealth Planners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 958 shares of PSX stock, worth $127,749. This represents 0.04% of its overall portfolio holdings.

Number of Shares
958
Previous 766 25.07%
Holding current value
$127,749
Previous $108,000 15.74%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 17, 2024

BUY
$125.0 - $147.17 $24,000 - $28,256
192 Added 25.07%
958 $125,000
Q2 2024

Jul 31, 2024

BUY
$135.85 - $172.71 $6,928 - $8,808
51 Added 7.13%
766 $108,000
Q1 2024

Jul 31, 2024

BUY
$127.67 - $163.34 $91,284 - $116,788
715 New
715 $116,000
Q3 2023

Aug 01, 2024

SELL
$95.4 - $124.28 $2,862 - $3,728
-30 Reduced 3.48%
833 $100 Million
Q2 2023

Aug 01, 2024

BUY
$90.81 - $106.46 $8,808 - $10,326
97 Added 12.66%
863 $82.3 Million
Q1 2023

Aug 01, 2024

BUY
$93.54 - $111.49 $6,921 - $8,250
74 Added 9.66%
840 $85.2 Million
Q3 2022

Oct 10, 2024

SELL
$74.16 - $93.57 $41,974 - $52,960
-566 Reduced 73.89%
200 $16.1 Million
Q1 2022

Oct 17, 2024

SELL
$75.34 - $93.2 $57,107 - $70,645
-758 Reduced 79.12%
200 $17.3 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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.