A detailed history of Engrave Wealth Partners LLC transactions in Phillips 66 stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 2,760 shares of PSX stock, worth $367,825. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,760
Previous 2,760 -0.0%
Holding current value
$367,825
Previous $331,000 10.88%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 01, 2023

BUY
$95.4 - $124.28 $263,304 - $343,012
2,760 New
2,760 $331,000
Q1 2022

Apr 19, 2022

SELL
$75.34 - $93.2 $398,021 - $492,375
-5,283 Closed
0 $0
Q4 2021

Jan 12, 2022

BUY
$68.67 - $83.73 $362,783 - $442,345
5,283 New
5,283 $383,000
Q3 2020

Oct 08, 2020

SELL
$51.84 - $69.11 $24,105 - $32,136
-465 Closed
0 $0
Q1 2020

Apr 20, 2020

SELL
$42.09 - $112.2 $4,209 - $11,220
-100 Reduced 17.7%
465 $24,000
Q4 2019

Mar 12, 2020

BUY
$98.24 - $119.7 $55,505 - $67,630
565 New
565 $62,000

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 $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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