A detailed history of Guardian Wealth Management, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 10,198 shares of PSX stock, worth $1.34 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
10,198
Previous 10,705 4.74%
Holding current value
$1.34 Million
Previous $1.51 Million 11.32%
% of portfolio
1.01%
Previous 1.24%

Shares

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

Nov 14, 2024

SELL
$125.0 - $147.17 $63,375 - $74,615
-507 Reduced 4.74%
10,198 $1.34 Million
Q2 2024

Aug 08, 2024

SELL
$135.85 - $172.71 $19,154 - $24,352
-141 Reduced 1.3%
10,705 $1.51 Million
Q1 2024

May 14, 2024

SELL
$127.67 - $163.34 $40,726 - $52,105
-319 Reduced 2.86%
10,846 $1.77 Million
Q4 2023

Feb 14, 2024

SELL
$109.19 - $135.72 $59,945 - $74,510
-549 Reduced 4.69%
11,165 $1.49 Million
Q3 2023

Oct 31, 2023

BUY
$95.4 - $124.28 $5,247 - $6,835
55 Added 0.47%
11,714 $1.41 Million
Q2 2023

Aug 14, 2023

BUY
$90.81 - $106.46 $20,432 - $23,953
225 Added 1.97%
11,659 $1.11 Million
Q1 2023

May 09, 2023

SELL
$93.54 - $111.49 $12,534 - $14,939
-134 Reduced 1.16%
11,434 $1.16 Million
Q4 2022

Feb 10, 2023

SELL
$84.58 - $112.31 $258,138 - $342,770
-3,052 Reduced 20.88%
11,568 $1.2 Million
Q3 2022

Nov 14, 2022

SELL
$74.16 - $93.57 $3,411 - $4,304
-46 Reduced 0.31%
14,620 $1.18 Million
Q2 2022

Aug 15, 2022

BUY
$81.02 - $110.25 $8,345 - $11,355
103 Added 0.71%
14,666 $1.2 Million
Q1 2022

May 13, 2022

BUY
$75.34 - $93.2 $43,471 - $53,776
577 Added 4.13%
14,563 $1.26 Million
Q4 2021

Feb 15, 2022

BUY
$68.67 - $83.73 $960,418 - $1.17 Million
13,986 New
13,986 $1.01 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 $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
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