A detailed history of Cabot Wealth Management Inc transactions in Phillips 66 stock. As of the latest transaction made, Cabot Wealth Management Inc holds 2,035 shares of PSX stock, worth $267,419. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,035
Previous 2,035 -0.0%
Holding current value
$267,419
Previous $287,000 6.97%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 26, 2023

BUY
$95.4 - $124.28 $194,139 - $252,909
2,035 New
2,035 $245,000
Q4 2022

Jan 31, 2023

BUY
$84.58 - $112.31 $172,120 - $228,550
2,035 New
2,035 $212,000
Q1 2020

Apr 23, 2020

SELL
$42.09 - $112.2 $86,410 - $230,346
-2,053 Closed
0 $0
Q3 2019

Oct 31, 2019

SELL
$94.06 - $105.06 $30,193 - $33,724
-321 Reduced 13.52%
2,053 $210,000
Q4 2017

Feb 12, 2018

SELL
$90.24 - $102.06 $7,760 - $8,777
-86 Reduced 3.5%
2,374 $240,000
Q3 2017

Nov 06, 2017

BUY
$80.89 - $91.8 $198,989 - $225,828
2,460
2,460 $225,000

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 $63.2B
  • 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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