A detailed history of Crestmont Private Wealth LLC transactions in Phillips 66 stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 1,698 shares of PSX stock, worth $235,376. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,698
Previous 1,747 2.8%
Holding current value
$235,376
Previous $285 Million 16.0%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Jul 15, 2024

SELL
$135.85 - $172.71 $6,656 - $8,462
-49 Reduced 2.8%
1,698 $240 Million
Q1 2024

Apr 11, 2024

BUY
$127.67 - $163.34 $6,255 - $8,003
49 Added 2.89%
1,747 $285 Million
Q4 2023

Jan 11, 2024

SELL
$109.19 - $135.72 $5,568 - $6,921
-51 Reduced 2.92%
1,698 $226 Million
Q3 2023

Oct 11, 2023

BUY
$95.4 - $124.28 $166,854 - $217,365
1,749 New
1,749 $210 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 $66.7B
  • 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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