A detailed history of Holos Integrated Wealth LLC transactions in Phillips 66 stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 54 shares of PSX stock, worth $6,433. This represents 0.0% of its overall portfolio holdings.

Number of Shares
54
Previous 90 40.0%
Holding current value
$6,433
Previous $10.3 Million 34.97%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Aug 08, 2025

SELL
$113.93 - $131.55 $4,101 - $4,735
-36 Reduced 40.0%
54 $6.67 Million
Q4 2024

Aug 08, 2025

BUY
$110.35 - $138.93 $9,931 - $12,503
90 New
90 $10.3 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 $57.3B
  • 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
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