A detailed history of Cassady Schiller Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 621 shares of PSX stock, worth $82,810. This represents 0.03% of its overall portfolio holdings.

Number of Shares
621
Previous 621 -0.0%
Holding current value
$82,810
Previous $87,000 6.9%
% of portfolio
0.03%
Previous 0.04%

Shares

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

May 13, 2024

BUY
$127.67 - $163.34 $32,938 - $42,141
258 Added 71.07%
621 $101,000
Q1 2023

May 12, 2023

SELL
$93.54 - $111.49 $5,518 - $6,577
-59 Reduced 13.98%
363 $36,000
Q4 2022

May 16, 2023

BUY
$84.58 - $112.31 $4,398 - $5,840
52 Added 14.33%
415 $43,000
Q4 2022

Feb 13, 2023

BUY
$84.58 - $112.31 $35,692 - $47,394
422 New
422 $43,000
Q1 2022

May 12, 2022

SELL
$75.34 - $93.2 $7,534 - $9,320
-100 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$68.67 - $83.73 $6,867 - $8,373
100 New
100 $7,000

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 $64.1B
  • 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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