A detailed history of 49 Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, 49 Wealth Management, LLC holds 4,214 shares of PSX stock, worth $551,654. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,214
Previous 3,789 11.22%
Holding current value
$551,654
Previous $534 Million 3.74%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Nov 12, 2024

BUY
$125.0 - $147.17 $53,125 - $62,547
425 Added 11.22%
4,214 $554 Million
Q2 2024

Jul 30, 2024

SELL
$135.85 - $172.71 $6,928 - $8,808
-51 Reduced 1.33%
3,789 $534 Million
Q1 2024

May 07, 2024

BUY
$127.67 - $163.34 $6,638 - $8,493
52 Added 1.37%
3,840 $627 Million
Q4 2023

May 07, 2024

BUY
$109.19 - $135.72 $413,611 - $514,107
3,788 New
3,788 $504 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 $63B
  • 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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