Cfm Wealth Partners LLC Phillips 66 Transaction History

Cfm Wealth Partners LLC

$541 Million
Q2 2024

A detailed history of Cfm Wealth Partners LLC transactions in Phillips 66 stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 22,177 shares of PSX stock, worth $3.08 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

22,177

Previous 22,171 0.03%

Holding current value

$3.08 Million

Previous $3.62 Million 13.56%

% of portfolio

0.58%

Previous 0.73%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$135.85 - $172.71 $815 - $1,036	6 Added 0.03%	22,177 $3.13 Million
Q1 2024 Apr 15, 2024	SELL	$127.67 - $163.34 $433,567 - $554,702	-3,396 Reduced 13.28%	22,171 $3.62 Million
Q4 2023 Jan 11, 2024	BUY	$109.19 - $135.72 $545 - $678	5 Added 0.02%	25,567 $3.4 Million
Q3 2023 Oct 11, 2023	SELL	$95.4 - $124.28 $175,345 - $228,426	-1,838 Reduced 6.71%	25,562 $3.07 Million
Q2 2023 Jul 14, 2023	BUY	$90.81 - $106.46 $3,269 - $3,832	36 Added 0.13%	27,400 $2.61 Million
Q1 2023 Apr 12, 2023	BUY	$93.54 - $111.49 $2.56 Million - $3.05 Million	27,364 New	27,364 $2.77 Million
Q4 2022 Jan 19, 2023	BUY	$84.58 - $112.31 $422 - $561	5 Added 0.02%	27,358 $2.85 Billion
Q3 2022 Oct 17, 2022	BUY	$74.16 - $93.57 $444 - $561	6 Added 0.02%	27,353 $2.21 Million
Q2 2022 Jul 12, 2022	SELL	$81.02 - $110.25 $30,058 - $40,902	-371 Reduced 1.34%	27,347 $2.24 Million
Q1 2022 Apr 14, 2022	BUY	$75.34 - $93.2 $820,527 - $1.02 Million	10,891 Added 64.72%	27,718 $2.4 Million
Q4 2021 Jan 21, 2022	SELL	$68.67 - $83.73 $16,068 - $19,592	-234 Reduced 1.37%	16,827 $1.27 Million
Q3 2021 Oct 25, 2021	BUY	$64.27 - $87.9 $449 - $615	7 Added 0.04%	17,061 $1.19 Million
Q2 2021 Jul 21, 2021	SELL	$74.95 - $92.56 $34,776 - $42,947	-464 Reduced 2.65%	17,054 $1.46 Million
Q1 2021 May 17, 2021	BUY	$67.38 - $88.66 $336 - $443	5 Added 0.03%	17,518 $1.43 Million
Q4 2020 Feb 10, 2021	SELL	$44.22 - $70.86 $36,260 - $58,105	-820 Reduced 4.47%	17,513 $1.23 Million
Q4 2019 Jan 30, 2020	BUY	$98.24 - $119.7 $1.8 Million - $2.19 Million	18,333 New	18,333 $1.9 Million

Others Institutions Holding PSX

# of Institutions

1,954

Shares Held

304M

Call Options Held

2.76M

Put Options Held

2.35M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $66.8B
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 ...

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Cfm Wealth Partners LLC Phillips 66 Transaction History