A detailed history of Geo Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,264 shares of PSX stock, worth $301,904. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,264
Previous 2,532 10.58%
Holding current value
$301,904
Previous $357,000 16.81%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$125.0 - $147.17 $33,500 - $39,441
-268 Reduced 10.58%
2,264 $297,000
Q2 2024

Aug 12, 2024

SELL
$135.85 - $172.71 $1.36 Million - $1.73 Million
-10,009 Reduced 79.81%
2,532 $357,000
Q1 2024

May 15, 2024

SELL
$127.67 - $163.34 $1.6 Million - $2.05 Million
-12,541 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$127.67 - $163.34 $1.39 Million - $1.78 Million
10,920 Added 673.66%
12,541 $2.05 Million
Q4 2023

Feb 13, 2024

BUY
$109.19 - $135.72 $176,996 - $220,002
1,621 New
1,621 $215,000
Q4 2019

Feb 13, 2020

SELL
$98.24 - $119.7 $223,790 - $272,676
-2,278 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$94.06 - $105.06 $214,268 - $239,326
2,278 New
2,278 $234,000

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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