A detailed history of Ica Group Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 1,755 shares of PSX stock, worth $242,892. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,755
Previous 1,499 17.08%
Holding current value
$242,892
Previous $199,000 43.72%
% of portfolio
0.06%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$127.67 - $163.34 $32,683 - $41,815
256 Added 17.08%
1,755 $286,000
Q4 2023

Mar 07, 2024

BUY
$109.19 - $135.72 $163,675 - $203,444
1,499 New
1,499 $199,000
Q2 2023

Aug 11, 2023

SELL
$90.81 - $106.46 $62,749 - $73,563
-691 Reduced 32.05%
1,465 $139,000
Q1 2023

May 12, 2023

BUY
$93.54 - $111.49 $280 - $334
3 Added 0.14%
2,156 $218,000
Q4 2022

Feb 14, 2023

SELL
$84.58 - $112.31 $312,861 - $415,434
-3,699 Reduced 63.21%
2,153 $224,000
Q3 2022

Nov 10, 2022

BUY
$74.16 - $93.57 $25,362 - $32,000
342 Added 6.21%
5,852 $472,000
Q2 2022

Oct 03, 2022

SELL
$81.02 - $110.25 $52,338 - $71,221
-646 Reduced 10.49%
5,510 $487,000
Q1 2022

Oct 03, 2022

BUY
$75.34 - $93.2 $463,793 - $573,739
6,156 New
6,156 $653,000

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 $66.6B
  • 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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