A detailed history of Aries Wealth Management transactions in Phillips 66 stock. As of the latest transaction made, Aries Wealth Management holds 3,083 shares of PSX stock, worth $426,687. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,083
Previous 2,963 4.05%
Holding current value
$426,687
Previous $394,000 27.66%
% of portfolio
0.16%
Previous 0.14%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$127.67 - $163.34 $15,320 - $19,600
120 Added 4.05%
3,083 $503,000
Q4 2023

Jan 10, 2024

BUY
$109.19 - $135.72 $46,405 - $57,681
425 Added 16.75%
2,963 $394,000
Q3 2023

Oct 19, 2023

BUY
$95.4 - $124.28 $11,448 - $14,913
120 Added 4.96%
2,538 $304,000
Q2 2023

Jul 13, 2023

BUY
$90.81 - $106.46 $1,362 - $1,596
15 Added 0.62%
2,418 $230,000
Q3 2022

Nov 02, 2022

SELL
$74.16 - $93.57 $34,484 - $43,510
-465 Reduced 16.21%
2,403 $251,000
Q2 2022

Jul 27, 2022

BUY
$81.02 - $110.25 $232,365 - $316,197
2,868 New
2,868 $235,000
Q1 2022

Apr 25, 2022

SELL
$75.34 - $93.2 $208,917 - $258,443
-2,773 Closed
0 $0
Q4 2021

Jun 06, 2022

SELL
$68.67 - $83.73 $1.14 Million - $1.39 Million
-16,638 Reduced 85.71%
2,773 $201,000
Q4 2021

Jan 18, 2022

BUY
$68.67 - $83.73 $1.33 Million - $1.63 Million
19,411 New
19,411 $1.41 Million
Q3 2021

Oct 13, 2021

SELL
$64.27 - $87.9 $179,634 - $245,680
-2,795 Closed
0 $0
Q2 2021

Jul 14, 2021

SELL
$74.95 - $92.56 $4,871 - $6,016
-65 Reduced 2.27%
2,795 $240,000
Q1 2021

Apr 20, 2021

SELL
$67.38 - $88.66 $1,347 - $1,773
-20 Reduced 0.69%
2,860 $227,000
Q4 2020

Jan 22, 2021

BUY
$44.22 - $70.86 $127,353 - $204,076
2,880 New
2,880 $204,000
Q3 2020

Oct 14, 2020

SELL
$51.84 - $69.11 $196,525 - $261,996
-3,791 Closed
0 $0
Q2 2020

Jul 09, 2020

BUY
$49.51 - $89.73 $187,692 - $340,166
3,791 New
3,791 $273,000
Q1 2020

Apr 09, 2020

SELL
$42.09 - $112.2 $150,892 - $402,237
-3,585 Closed
0 $0
Q4 2019

Jan 13, 2020

BUY
$98.24 - $119.7 $43,716 - $53,266
445 Added 14.17%
3,585 $386,000
Q2 2019

Jul 15, 2019

BUY
$80.8 - $98.61 $253,712 - $309,635
3,140 New
3,140 $304,000

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 $66.6B
  • 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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