A detailed history of Hhm Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 2,006 shares of PSX stock, worth $267,339. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,006
Previous 1,956 2.56%
Holding current value
$267,339
Previous $276,000 4.71%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$125.0 - $147.17 $6,250 - $7,358
50 Added 2.56%
2,006 $263,000
Q2 2024

Aug 07, 2024

BUY
$135.85 - $172.71 $67,517 - $85,836
497 Added 34.06%
1,956 $276,000
Q2 2023

Aug 11, 2023

SELL
$90.81 - $106.46 $1,816 - $2,129
-20 Reduced 1.35%
1,459 $139,000
Q4 2022

Jan 19, 2023

SELL
$84.58 - $112.31 $25,458 - $33,805
-301 Reduced 16.91%
1,479 $0
Q3 2022

Nov 04, 2022

BUY
$74.16 - $93.57 $21,580 - $27,228
291 Added 19.54%
1,780 $144,000
Q1 2022

Apr 27, 2022

SELL
$75.34 - $93.2 $8,739 - $10,811
-116 Reduced 7.23%
1,489 $129,000
Q2 2021

Jul 27, 2021

BUY
$74.95 - $92.56 $8,694 - $10,736
116 Added 7.79%
1,605 $138,000
Q1 2020

May 12, 2020

BUY
$42.09 - $112.2 $62,672 - $167,065
1,489 New
1,489 $80,000

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
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, 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 Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.