A detailed history of Axxcess Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 6,915 shares of PSX stock, worth $800,964. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,915
Previous 9,213 24.94%
Holding current value
$800,964
Previous $1.3 Million 30.15%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Nov 04, 2024

SELL
$125.0 - $147.17 $287,250 - $338,196
-2,298 Reduced 24.94%
6,915 $908,000
Q2 2024

Aug 09, 2024

SELL
$135.85 - $172.71 $406,191 - $516,402
-2,990 Reduced 24.5%
9,213 $1.3 Million
Q1 2024

May 14, 2024

BUY
$127.67 - $163.34 $306,918 - $392,669
2,404 Added 24.53%
12,203 $1.99 Million
Q4 2023

Feb 06, 2024

SELL
$109.19 - $135.72 $354,976 - $441,225
-3,251 Reduced 24.91%
9,799 $1.3 Million
Q3 2023

Nov 14, 2023

BUY
$95.4 - $124.28 $899,717 - $1.17 Million
9,431 Added 260.6%
13,050 $1.57 Million
Q2 2023

Aug 08, 2023

SELL
$90.81 - $106.46 $7,991 - $9,368
-88 Reduced 2.37%
3,619 $345,000
Q1 2023

May 03, 2023

SELL
$93.54 - $111.49 $12,066 - $14,382
-129 Reduced 3.36%
3,707 $375,000
Q4 2022

Feb 14, 2023

SELL
$84.58 - $112.31 $5,159 - $6,850
-61 Reduced 1.57%
3,836 $399,000
Q3 2022

Nov 14, 2022

BUY
$74.16 - $93.57 $69,265 - $87,394
934 Added 31.52%
3,897 $315,000
Q2 2022

Aug 11, 2022

SELL
$81.02 - $110.25 $10,370 - $14,112
-128 Reduced 4.14%
2,963 $243,000
Q1 2022

Aug 11, 2022

BUY
$75.34 - $93.2 $232,875 - $288,081
3,091 New
3,091 $267,000

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 $55.7B
  • 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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