A detailed history of Hb Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Hb Wealth Management, LLC holds 22,539 shares of PSX stock, worth $2.75 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,539
Previous 19,771 14.0%
Holding current value
$2.75 Million
Previous $2.6 Million 1.19%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

BUY
$110.35 - $138.93 $305,448 - $384,558
2,768 Added 14.0%
22,539 $2.57 Million
Q3 2024

Oct 15, 2024

BUY
$125.0 - $147.17 $126,625 - $149,083
1,013 Added 5.4%
19,771 $2.6 Million
Q2 2024

Jul 26, 2024

BUY
$135.85 - $172.71 $69,826 - $88,772
514 Added 2.82%
18,758 $2.65 Million
Q1 2024

Apr 30, 2024

BUY
$127.67 - $163.34 $10,468 - $13,393
82 Added 0.45%
18,244 $2.98 Million
Q4 2023

Jan 16, 2024

BUY
$109.19 - $135.72 $52,302 - $65,009
479 Added 2.71%
18,162 $2.42 Million
Q3 2023

Oct 13, 2023

BUY
$95.4 - $124.28 $46,746 - $60,897
490 Added 2.85%
17,683 $2.12 Million
Q2 2023

Jul 13, 2023

SELL
$90.81 - $106.46 $22,793 - $26,721
-251 Reduced 1.44%
17,193 $1.64 Million
Q1 2023

Apr 13, 2023

BUY
$93.54 - $111.49 $100,181 - $119,405
1,071 Added 6.54%
17,444 $1.77 Million
Q4 2022

Jan 20, 2023

BUY
$84.58 - $112.31 $60,051 - $79,740
710 Added 4.53%
16,373 $0
Q3 2022

Oct 19, 2022

BUY
$74.16 - $93.57 $102,489 - $129,313
1,382 Added 9.68%
15,663 $1.26 Million
Q2 2022

Jul 15, 2022

BUY
$81.02 - $110.25 $151,102 - $205,616
1,865 Added 15.02%
14,281 $1.17 Million
Q1 2022

May 16, 2022

BUY
$75.34 - $93.2 $175,617 - $217,249
2,331 Added 23.11%
12,416 $1.07 Million
Q4 2021

Feb 15, 2022

BUY
$68.67 - $83.73 $692,536 - $844,417
10,085 New
10,085 $731,000

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 $58.8B
  • 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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