A detailed history of Gratus Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 2,763 shares of PSX stock, worth $368,252. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,763
Previous 2,213 24.85%
Holding current value
$368,252
Previous $306 Million 24.88%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 08, 2024

BUY
$125.0 - $147.17 $68,750 - $80,943
550 Added 24.85%
2,763 $383 Million
Q2 2024

Jul 22, 2024

BUY
$135.85 - $172.71 $105,147 - $133,677
774 Added 53.79%
2,213 $306 Million
Q1 2024

May 09, 2024

BUY
$127.67 - $163.34 $183,717 - $235,046
1,439 New
1,439 $221 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 $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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