A detailed history of Hurlow Wealth Management Group, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 2,336 shares of PSX stock, worth $324,540. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,336
Previous 2,338 0.09%
Holding current value
$324,540
Previous $381,000 13.65%
% of portfolio
0.11%
Previous 0.13%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$135.85 - $172.71 $271 - $345
-2 Reduced 0.09%
2,336 $329,000
Q4 2023

Jan 08, 2024

BUY
$109.19 - $135.72 $109 - $135
1 Added 0.04%
2,338 $311,000
Q3 2023

Oct 10, 2023

BUY
$95.4 - $124.28 $381 - $497
4 Added 0.17%
2,337 $280,000
Q2 2023

Jul 11, 2023

BUY
$90.81 - $106.46 $90 - $106
1 Added 0.04%
2,333 $222,000
Q1 2023

Apr 11, 2023

SELL
$93.54 - $111.49 $187 - $222
-2 Reduced 0.09%
2,332 $236,000
Q4 2022

Jan 18, 2023

BUY
$84.58 - $112.31 $197,409 - $262,131
2,334 New
2,334 $0
Q2 2022

Jul 11, 2022

SELL
$81.02 - $110.25 $189,181 - $257,433
-2,335 Closed
0 $0
Q1 2022

Apr 13, 2022

BUY
$75.34 - $93.2 $175,918 - $217,622
2,335 New
2,335 $202,000
Q3 2021

Oct 08, 2021

SELL
$64.27 - $87.9 $150,070 - $205,246
-2,335 Closed
0 $0
Q2 2021

Jul 22, 2021

BUY
$74.95 - $92.56 $175,008 - $216,127
2,335 New
2,335 $200,000
Q1 2020

Apr 16, 2020

SELL
$42.09 - $112.2 $143,821 - $383,387
-3,417 Closed
0 $0
Q1 2019

May 03, 2019

SELL
$86.9 - $98.89 $2,954 - $3,362
-34 Reduced 0.99%
3,417 $322,000
Q4 2018

Feb 01, 2019

BUY
$78.5 - $118.47 $270,903 - $408,839
3,451 New
3,451 $319,000

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 $66.8B
  • 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
Track This Portfolio

Track Hurlow Wealth Management Group, Inc. Portfolio

Follow Hurlow Wealth Management Group, Inc. 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 Hurlow Wealth Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hurlow Wealth Management Group, Inc. with notifications on news.