Confluence Wealth Services, Inc. Phillips 66 Transaction History

Confluence Wealth Services, Inc.

$1.68 Billion
Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 6,609 shares of PSX stock, worth $787,330. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,609

Previous 6,586 0.35%

Holding current value

$787,330

Previous $813,000 3.08%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$92.87 - $125.73 $2,136 - $2,891	23 Added 0.35%	6,609 $788,000
Q1 2025 Apr 24, 2025	SELL	$113.93 - $131.55 $17,659 - $20,390	-155 Reduced 2.3%	6,586 $813,000
Q4 2024 Jan 27, 2025	BUY	$110.35 - $138.93 $12,579 - $15,838	114 Added 1.72%	6,741 $768,000
Q3 2024 Oct 29, 2024	SELL	$125.0 - $147.17 $2,625 - $3,090	-21 Reduced 0.32%	6,627 $871,000
Q2 2024 Jul 31, 2024	BUY	$135.85 - $172.71 $33,011 - $41,968	243 Added 3.79%	6,648 $938,000
Q3 2023 Nov 01, 2023	SELL	$95.4 - $124.28 $10,971 - $14,292	-115 Reduced 1.76%	6,405 $769,000
Q2 2023 Aug 01, 2023	BUY	$90.81 - $106.46 $33,781 - $39,603	372 Added 6.05%	6,520 $621,000
Q1 2023 May 11, 2023	BUY	$93.54 - $111.49 $93 - $111	1 Added 0.02%	6,148 $623,000
Q4 2022 Feb 10, 2023	BUY	$84.58 - $112.31 $84 - $112	1 Added 0.02%	6,147 $639,000
Q3 2022 Nov 08, 2022	SELL	$74.16 - $93.57 $158,331 - $199,771	-2,135 Reduced 25.78%	6,146 $496,000
Q2 2022 Aug 15, 2022	BUY	$81.02 - $110.25 $18,310 - $24,916	226 Added 2.81%	8,281 $731,000
Q1 2022 Apr 26, 2022	SELL	$75.34 - $93.2 $463,793 - $573,739	-6,156 Reduced 43.32%	8,055 $695,000
Q4 2021 Feb 10, 2022	BUY	$68.67 - $83.73 $975,869 - $1.19 Million	14,211 New	14,211 $1.03 Million

Others Institutions Holding PSX

# of Institutions

2,021

Shares Held

301M

Call Options Held

3.3M

Put Options Held

2.79M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $57.3B
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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Confluence Wealth Services, Inc. Phillips 66 Transaction History