A detailed history of Bkm Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 4,463 shares of PSX stock, worth $565,283. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,463
Previous 14,763 69.77%
Holding current value
$565,283
Previous $2.08 Billion 71.85%
% of portfolio
0.24%
Previous 1.0%

Shares

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

Oct 23, 2024

SELL
$125.0 - $147.17 $1.29 Million - $1.52 Million
-10,300 Reduced 69.77%
4,463 $587 Million
Q2 2024

Jul 24, 2024

SELL
$135.85 - $172.71 $176,740 - $224,695
-1,301 Reduced 8.1%
14,763 $2.08 Billion
Q1 2024

Apr 18, 2024

BUY
$127.67 - $163.34 $72,516 - $92,777
568 Added 3.67%
16,064 $2.62 Billion
Q4 2023

Jan 11, 2024

SELL
$109.19 - $135.72 $57,652 - $71,660
-528 Reduced 3.3%
15,496 $2.06 Billion
Q4 2023

Jan 10, 2024

BUY
$109.19 - $135.72 $1.75 Million - $2.17 Million
16,024 New
16,024 $2.13 Billion

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 $60.9B
  • 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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