Cornerstone Wealth Management, LLC Phillips 66 Transaction History

Cornerstone Wealth Management, LLC

  • $1.59 Billion
  • Q2 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 6,972 shares of PSX stock, worth $915,423. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,972
Previous 7,016 0.63%
Holding current value
$915,423
Previous $866,000 4.04%
% of portfolio
0.05%
Previous 0.06%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$92.87 - $125.73 $4,086 - $5,532
-44 Reduced 0.63%
6,972 $831,000
Q1 2025

Apr 18, 2025
BUY
$113.93 - $131.55 $1,822 - $2,104
16 Added 0.23%
7,016 $866,000
Q4 2024

Jan 17, 2025
BUY
$110.35 - $138.93 $75,700 - $95,305
686 Added 10.86%
7,000 $797,000
Q3 2024

Oct 16, 2024
SELL
$125.0 - $147.17 $4,250 - $5,003
-34 Reduced 0.54%
6,314 $829,000
Q2 2024

Jul 16, 2024
SELL
$135.85 - $172.71 $23,773 - $30,224
-175 Reduced 2.68%
6,348 $896,000
Q1 2024

Apr 19, 2024
BUY
$127.67 - $163.34 $3,574 - $4,573
28 Added 0.43%
6,523 $1.07 Million
Q4 2023

Jan 10, 2024
BUY
$109.19 - $135.72 $9,390 - $11,671
86 Added 1.34%
6,495 $864,000
Q3 2023

Nov 06, 2023
SELL
$95.4 - $124.28 $3,243 - $4,225
-34 Reduced 0.53%
6,409 $770,000
Q2 2023

Jul 14, 2023
BUY
$90.81 - $106.46 $12,713 - $14,904
140 Added 2.22%
6,443 $614,000
Q1 2023

May 15, 2023
BUY
$93.54 - $111.49 $13,469 - $16,054
144 Added 2.34%
6,303 $638,000
Q3 2022

Oct 14, 2022
BUY
$74.16 - $93.57 $17,946 - $22,643
242 Added 4.09%
6,159 $497,000
Q2 2022

Aug 04, 2022
BUY
$81.02 - $110.25 $16,609 - $22,601
205 Added 3.59%
5,917 $485,000
Q1 2022

Apr 21, 2022
SELL
$75.34 - $93.2 $19,437 - $24,045
-258 Reduced 4.32%
5,712 $493,000
Q4 2021

Feb 14, 2022
BUY
$68.67 - $83.73 $9,201 - $11,219
134 Added 2.3%
5,970 $429,000
Q3 2021

Nov 12, 2021
BUY
$64.27 - $87.9 $6,169 - $8,438
96 Added 1.67%
5,836 $409,000
Q2 2021

Aug 09, 2021
BUY
$74.95 - $92.56 $84,093 - $103,852
1,122 Added 24.3%
5,740 $493,000
Q1 2021

Apr 30, 2021
SELL
$67.38 - $88.66 $38,137 - $50,181
-566 Reduced 10.92%
4,618 $377,000
Q4 2020

Jan 29, 2021
SELL
$44.22 - $70.86 $26,178 - $41,949
-592 Reduced 10.25%
5,184 $363,000
Q3 2020

Oct 13, 2020
SELL
$51.84 - $69.11 $16,329 - $21,769
-315 Reduced 5.17%
5,776 $299,000
Q2 2020

Jul 16, 2020
BUY
$49.51 - $89.73 $24,457 - $44,326
494 Added 8.83%
6,091 $438,000
Q1 2020

May 13, 2020
BUY
$42.09 - $112.2 $11,953 - $31,864
284 Added 5.35%
5,597 $300,000
Q4 2019

Feb 20, 2020
SELL
$98.24 - $119.7 $36,250 - $44,169
-369 Reduced 6.49%
5,313 $592,000
Q3 2019

Oct 29, 2019
SELL
$94.06 - $105.06 $25,772 - $28,786
-274 Reduced 4.6%
5,682 $582,000
Q2 2019

Aug 02, 2019
SELL
$80.8 - $98.61 $83,466 - $101,864
-1,033 Reduced 14.78%
5,956 $552,000
Q1 2019

May 13, 2019
BUY
$86.9 - $98.89 $95,676 - $108,877
1,101 Added 18.7%
6,989 $1.32 Million
Q4 2018

Feb 13, 2019
SELL
$78.5 - $118.47 $45.2 Million - $68.2 Million
-575,263 Reduced 98.99%
5,888 $508,000
Q3 2018

Oct 19, 2018
SELL
$109.36 - $123.34 $33.5 Million - $37.7 Million
-305,879 Reduced 34.48%
581,151 $6.23 Million
Q2 2018

Jul 20, 2018
BUY
$94.95 - $121.87 $83.5 Million - $107 Million
879,174 Added 11191.12%
887,030 $8.02 Million
Q1 2018

Apr 24, 2018
BUY
$89.58 - $106.9 $117,439 - $140,145
1,311 Added 20.03%
7,856 $744,000
Q4 2017

Feb 09, 2018
BUY
$90.24 - $102.06 $28,786 - $32,557
319 Added 5.12%
6,545 $670,000
Q3 2017

Nov 14, 2017
BUY
$80.89 - $91.8 $13,346 - $15,147
165 Added 2.72%
6,226 $579,000
Q2 2017

Aug 11, 2017
BUY
N/A
6,061
6,061 $498,000

Others Institutions Holding PSX

# of Institutions
2,043
Shares Held
309M
Call Options Held
3.58M
Put Options Held
3.44M
View Full List

About Phillips 66

PSX Quotes by TradingView
  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $63.2B
  • 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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