A detailed history of Compass Wealth Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Compass Wealth Management LLC holds 20,629 shares of PSX stock, worth $2.57 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
20,629
Previous 1,561 1221.52%
Holding current value
$2.57 Million
Previous $178 Million 1332.3%
% of portfolio
0.65%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025

BUY
$113.93 - $131.55 $2.17 Million - $2.51 Million
19,068 Added 1221.52%
20,629 $2.55 Billion
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 $59.9B
  • 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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