A detailed history of Iag Wealth Partners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 185 shares of PSX stock, worth $24,654. This represents 0.0% of its overall portfolio holdings.

Number of Shares
185
Previous 85 117.65%
Holding current value
$24,654
Previous $11,000 118.18%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 29, 2024

BUY
$125.0 - $147.17 $12,500 - $14,716
100 Added 117.65%
185 $24,000
Q1 2024

Apr 24, 2024

BUY
$127.67 - $163.34 $10,851 - $13,883
85 New
85 $13,000
Q1 2023

Apr 25, 2023

BUY
$93.54 - $111.49 $14,031 - $16,723
150 New
150 $15,000
Q2 2022

Aug 03, 2022

SELL
$81.02 - $110.25 $1,458 - $1,984
-18 Closed
0 $0
Q1 2022

May 04, 2022

BUY
$75.34 - $93.2 $1,356 - $1,677
18 New
18 $2,000

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 Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, 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 Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.