A detailed history of Dynasty Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 6,490 shares of PSX stock, worth $864,922. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,490
Previous 8,570 24.27%
Holding current value
$864,922
Previous $1.21 Billion 29.49%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2024

SELL
$125.0 - $147.17 $260,000 - $306,113
-2,080 Reduced 24.27%
6,490 $853 Million
Q2 2024

Aug 12, 2024

BUY
$135.85 - $172.71 $116,831 - $148,530
860 Added 11.15%
8,570 $1.21 Billion
Q1 2024

May 15, 2024

BUY
$127.67 - $163.34 $984,335 - $1.26 Million
7,710 New
7,710 $1.26 Billion

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 $64.1B
  • 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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