A detailed history of Drive Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Drive Wealth Management, LLC holds 3,945 shares of PSX stock, worth $505,512. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,945
Previous 3,283 20.16%
Holding current value
$505,512
Previous $536,000 3.73%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Jul 31, 2024

BUY
$135.85 - $172.71 $89,932 - $114,334
662 Added 20.16%
3,945 $556,000
Q1 2024

Apr 22, 2024

SELL
$127.67 - $163.34 $26,555 - $33,974
-208 Reduced 5.96%
3,283 $536,000
Q4 2023

Jan 22, 2024

BUY
$109.19 - $135.72 $8,189 - $10,179
75 Added 2.2%
3,491 $464,000
Q3 2023

Oct 10, 2023

BUY
$95.4 - $124.28 $15,359 - $20,009
161 Added 4.95%
3,416 $410,000
Q2 2023

Jul 14, 2023

BUY
$90.81 - $106.46 $8,536 - $10,007
94 Added 2.97%
3,255 $310,000
Q1 2023

Apr 13, 2023

BUY
$93.54 - $111.49 $13,750 - $16,389
147 Added 4.88%
3,161 $320,000
Q4 2022

Jan 27, 2023

SELL
$84.58 - $112.31 $373,928 - $496,522
-4,421 Reduced 59.46%
3,014 $0
Q3 2022

Nov 14, 2022

BUY
$74.16 - $93.57 $37,969 - $47,907
512 Added 7.4%
7,435 $600,000
Q2 2022

Nov 14, 2022

SELL
$81.02 - $110.25 $8,669 - $11,796
-107 Reduced 1.52%
6,923 $568,000
Q1 2022

Nov 14, 2022

SELL
$75.34 - $93.2 $67,052 - $82,948
-890 Reduced 11.24%
7,030 $607,000
Q4 2021

Nov 14, 2022

BUY
$68.67 - $83.73 $543,866 - $663,141
7,920 New
7,920 $574,000

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 $61.6B
  • 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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