A detailed history of Compass Wealth Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,561 shares of PSX stock, worth $208,034. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,561
Previous 1,561 -0.0%
Holding current value
$208,034
Previous $220 Million 6.89%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 04, 2024

SELL
$109.19 - $135.72 $3,275 - $4,071
-30 Reduced 1.89%
1,561 $208 Million
Q3 2023

Oct 25, 2023

BUY
$95.4 - $124.28 $10,684 - $13,919
112 Added 7.57%
1,591 $191 Million
Q2 2023

Jul 27, 2023

SELL
$90.81 - $106.46 $4,722 - $5,535
-52 Reduced 3.4%
1,479 $141 Million
Q4 2022

Feb 17, 2023

BUY
$84.58 - $112.31 $129,491 - $171,946
1,531 New
1,531 $159 Million

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
Track This Portfolio

Track Compass Wealth Management LLC Portfolio

Follow Compass Wealth Management 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 Compass Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management LLC with notifications on news.