A detailed history of Dynamic Wealth Strategies, LLC transactions in Phillips 66 stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 341 shares of PSX stock, worth $37,636. This represents 0.04% of its overall portfolio holdings.

Number of Shares
341
Previous 463 26.35%
Holding current value
$37,636
Previous $65,000 30.77%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Nov 13, 2024

SELL
$125.0 - $147.17 $15,250 - $17,954
-122 Reduced 26.35%
341 $45,000
Q1 2024

May 15, 2024

SELL
$127.67 - $163.34 $227,890 - $291,561
-1,785 Reduced 79.4%
463 $76,000
Q4 2023

Feb 13, 2024

BUY
$109.19 - $135.72 $245,459 - $305,098
2,248 New
2,248 $299 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 $53.1B
  • 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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