A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 8,314 shares of PSX stock, worth $1.09 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
8,314
Previous 8,314 -0.0%
Holding current value
$1.09 Million
Previous $1.17 Million 6.91%
% of portfolio
0.4%
Previous 0.45%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$135.85 - $172.71 $92,242 - $117,270
679 Added 8.89%
8,314 $1.17 Million
Q1 2023

May 10, 2023

BUY
$93.54 - $111.49 $88,769 - $105,804
949 Added 14.19%
7,635 $774,000
Q4 2022

Jan 18, 2023

SELL
$84.58 - $112.31 $845 - $1,123
-10 Reduced 0.15%
6,686 $0
Q3 2022

Oct 12, 2022

BUY
$74.16 - $93.57 $224,185 - $282,862
3,023 Added 82.3%
6,696 $541,000
Q2 2022

Jul 18, 2022

SELL
$81.02 - $110.25 $52,014 - $70,780
-642 Reduced 14.88%
3,673 $301,000
Q1 2022

Apr 13, 2022

BUY
$75.34 - $93.2 $6,253 - $7,735
83 Added 1.96%
4,315 $373,000
Q4 2021

Jan 19, 2022

SELL
$68.67 - $83.73 $20,463 - $24,951
-298 Reduced 6.58%
4,232 $307,000
Q3 2021

Nov 09, 2021

SELL
$64.27 - $87.9 $122,562 - $167,625
-1,907 Reduced 29.63%
4,530 $317,000
Q2 2021

Aug 16, 2021

SELL
$74.95 - $92.56 $203,039 - $250,745
-2,709 Reduced 29.62%
6,437 $552,000
Q4 2020

Feb 12, 2021

BUY
$44.22 - $70.86 $404,436 - $648,085
9,146 New
9,146 $640,000

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
Track This Portfolio

Track Cerro Pacific Wealth Advisors LLC Portfolio

Follow Cerro Pacific Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerro Pacific Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerro Pacific Wealth Advisors LLC with notifications on news.