A detailed history of Confluence Wealth Services, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 6,627 shares of PSX stock, worth $732,150. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,627
Previous 6,648 0.32%
Holding current value
$732,150
Previous $938,000 7.14%
% of portfolio
0.07%
Previous 0.08%

Shares

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

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $53.1B
  • 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
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