A detailed history of New Wave Wealth Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 1,749 shares of PSX stock, worth $234,331. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,749
Previous 2,027 13.71%
Holding current value
$234,331
Previous $286 Million 19.65%
% of portfolio
0.11%
Previous 0.15%

Shares

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

Oct 23, 2024

SELL
$125.0 - $147.17 $34,750 - $40,913
-278 Reduced 13.71%
1,749 $230 Million
Q2 2024

Aug 27, 2024

BUY
$135.85 - $172.71 $275,367 - $350,083
2,027 New
2,027 $286 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 $64.5B
  • 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 New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors 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 New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.