A detailed history of Cornerstone Wealth Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 4,740 shares of PSX stock, worth $697,585. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,740
Previous 4,724 0.34%
Holding current value
$697,585
Previous $771,000 13.23%
% of portfolio
0.06%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$135.85 - $172.71 $2,173 - $2,763
16 Added 0.34%
4,740 $669,000
Q1 2024

Apr 17, 2024

BUY
$127.67 - $163.34 $314,068 - $401,816
2,460 Added 108.66%
4,724 $771,000
Q4 2023

Jan 29, 2024

BUY
$109.19 - $135.72 $10,482 - $13,029
96 Added 4.43%
2,264 $301,000
Q2 2023

Aug 02, 2023

SELL
$90.81 - $106.46 $45,859 - $53,762
-505 Reduced 18.89%
2,168 $206,000
Q1 2023

Apr 25, 2023

BUY
$93.54 - $111.49 $41,999 - $50,059
449 Added 20.19%
2,673 $270,000
Q4 2022

Jan 25, 2023

BUY
$84.58 - $112.31 $188,105 - $249,777
2,224 New
2,224 $0
Q3 2021

Oct 29, 2021

SELL
$64.27 - $87.9 $2.64 Million - $3.61 Million
-41,042 Closed
0 $0
Q2 2021

Jul 21, 2021

BUY
$74.95 - $92.56 $80,571 - $99,502
1,075 Added 2.69%
41,042 $2.9 Million
Q1 2021

Apr 26, 2021

SELL
$67.38 - $88.66 $49,187 - $64,721
-730 Reduced 1.79%
39,967 $3.08 Million
Q4 2020

Jan 28, 2021

BUY
$44.22 - $70.86 $1.8 Million - $2.88 Million
40,697 New
40,697 $2.85 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 $70.8B
  • 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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