A detailed history of Congress Wealth Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Congress Wealth Management LLC holds 62,351 shares of PSX stock, worth $8.1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
62,351
Previous 61,650 1.14%
Holding current value
$8.1 Million
Previous $8.7 Million 5.84%
% of portfolio
0.11%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$125.0 - $147.17 $87,625 - $103,166
701 Added 1.14%
62,351 $8.2 Million
Q2 2024

Aug 13, 2024

SELL
$135.85 - $172.71 $693,921 - $882,202
-5,108 Reduced 7.65%
61,650 $8.7 Million
Q1 2024

Apr 18, 2024

BUY
$127.67 - $163.34 $508,892 - $651,073
3,986 Added 6.35%
66,758 $10.9 Million
Q4 2023

Feb 09, 2024

BUY
$109.19 - $135.72 $113,885 - $141,555
1,043 Added 1.69%
62,772 $8.36 Million
Q3 2023

Oct 30, 2023

BUY
$95.4 - $124.28 $21,465 - $27,963
225 Added 0.37%
61,729 $7.42 Million
Q2 2023

Jul 13, 2023

BUY
$90.81 - $106.46 $31,511 - $36,941
347 Added 0.57%
61,504 $5.87 Million
Q1 2023

Apr 14, 2023

SELL
$93.54 - $111.49 $17,679 - $21,071
-189 Reduced 0.31%
61,157 $6.2 Million
Q4 2022

Feb 02, 2023

BUY
$84.58 - $112.31 $25,627 - $34,029
303 Added 0.5%
61,346 $6.38 Million
Q3 2022

Nov 08, 2022

SELL
$74.16 - $93.57 $24,398 - $30,784
-329 Reduced 0.54%
61,043 $4.93 Million
Q2 2022

Aug 11, 2022

BUY
$81.02 - $110.25 $16,447 - $22,380
203 Added 0.33%
61,372 $5.03 Million
Q1 2022

May 16, 2022

SELL
$75.34 - $93.2 $114,893 - $142,130
-1,525 Reduced 2.43%
61,169 $5.28 Million
Q4 2021

Feb 04, 2022

BUY
$68.67 - $83.73 $4.31 Million - $5.25 Million
62,694 New
62,694 $4.54 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 $62.5B
  • 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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