A detailed history of Epg Wealth Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Epg Wealth Management LLC holds 4,895 shares of PSX stock, worth $640,804. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,895
Previous 0 Infinity%
Holding current value
$640,804
Previous $0 Infinity%
% of portfolio
0.16%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$125.0 - $147.17 $611,875 - $720,397
4,895 New
4,895 $643 Million
Q2 2024

Aug 13, 2024

SELL
$135.85 - $172.71 $637,815 - $810,873
-4,695 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$127.67 - $163.34 $47,110 - $60,272
369 Added 8.53%
4,695 $766,000
Q4 2023

Feb 14, 2024

BUY
$109.19 - $135.72 $472,355 - $587,124
4,326 New
4,326 $575,000
Q2 2020

Aug 06, 2020

SELL
$49.51 - $89.73 $21,784 - $39,481
-440 Closed
0 $0
Q1 2020

May 05, 2020

BUY
$42.09 - $112.2 $2,062 - $5,497
49 Added 12.53%
440 $23,000
Q4 2019

Feb 14, 2020

BUY
$98.24 - $119.7 $38,411 - $46,802
391 New
391 $44,000

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 $63B
  • 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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.