A detailed history of Iht Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Iht Wealth Management, LLC holds 15,777 shares of PSX stock, worth $2.07 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,777
Previous 11,911 32.46%
Holding current value
$2.07 Million
Previous $1.68 Million 23.32%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 14, 2024

BUY
$125.0 - $147.17 $483,250 - $568,959
3,866 Added 32.46%
15,777 $2.07 Million
Q2 2024

Aug 14, 2024

SELL
$135.85 - $172.71 $111 Million - $142 Million
-819,999 Reduced 98.57%
11,911 $1.68 Million
Q1 2024

May 15, 2024

BUY
$127.67 - $163.34 $105 Million - $134 Million
819,182 Added 6436.06%
831,910 $136 Million
Q4 2023

Feb 14, 2024

SELL
$109.19 - $135.72 $308,570 - $383,544
-2,826 Reduced 18.17%
12,728 $1.69 Million
Q3 2023

Nov 14, 2023

BUY
$95.4 - $124.28 $137,280 - $178,838
1,439 Added 10.19%
15,554 $1.87 Million
Q2 2023

Aug 14, 2023

BUY
$90.81 - $106.46 $555,303 - $651,002
6,115 Added 76.44%
14,115 $1.35 Million
Q1 2023

May 15, 2023

BUY
$93.54 - $111.49 $170,804 - $203,580
1,826 Added 29.58%
8,000 $811,000
Q4 2022

Feb 14, 2023

BUY
$84.58 - $112.31 $1,522 - $2,021
18 Added 0.29%
6,174 $642,000
Q3 2022

Nov 22, 2022

BUY
$74.16 - $93.57 $134,377 - $169,548
1,812 Added 41.71%
6,156 $497,000
Q2 2022

Aug 15, 2022

BUY
$81.02 - $110.25 $51,771 - $70,449
639 Added 17.25%
4,344 $356,000
Q1 2022

May 16, 2022

BUY
$75.34 - $93.2 $279,134 - $345,306
3,705 New
3,705 $320,000
Q3 2021

Nov 15, 2021

SELL
$64.27 - $87.9 $1.12 Million - $1.53 Million
-17,375 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$74.95 - $92.56 $1.04 Million - $1.28 Million
13,846 Added 392.35%
17,375 $1.49 Million
Q1 2021

May 18, 2021

BUY
$67.38 - $88.66 $15,766 - $20,746
234 Added 7.1%
3,529 $288,000
Q4 2020

Feb 17, 2021

BUY
$44.22 - $70.86 $145,704 - $233,483
3,295 New
3,295 $230,000
Q3 2020

Nov 19, 2020

SELL
$51.84 - $69.11 $150,906 - $201,179
-2,911 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$49.51 - $89.73 $144,123 - $261,204
2,911 New
2,911 $209,000
Q1 2020

May 13, 2020

SELL
$42.09 - $112.2 $110,696 - $295,086
-2,630 Closed
0 $0
Q4 2019

Feb 18, 2020

SELL
$98.24 - $119.7 $25,149 - $30,643
-256 Reduced 8.87%
2,630 $293,000
Q3 2019

Nov 15, 2019

BUY
$94.06 - $105.06 $271,457 - $303,203
2,886 New
2,886 $297,000
Q1 2019

May 16, 2019

SELL
$86.9 - $98.89 $263,307 - $299,636
-3,030 Closed
0 $0
Q4 2018

Feb 15, 2019

SELL
$78.5 - $118.47 $9,027 - $13,624
-115 Reduced 3.66%
3,030 $261,000
Q3 2018

Nov 14, 2018

BUY
$109.36 - $123.34 $29,308 - $33,055
268 Added 9.32%
3,145 $354,000
Q2 2018

Aug 13, 2018

BUY
$94.95 - $121.87 $88,398 - $113,460
931 Added 47.84%
2,877 $323,000
Q1 2018

May 15, 2018

BUY
$89.58 - $106.9 $9,316 - $11,117
104 Added 5.65%
1,946 $185,000
Q4 2017

Feb 14, 2018

BUY
$90.24 - $102.06 $44,668 - $50,519
495 Added 36.75%
1,842 $188,000
Q3 2017

Nov 14, 2017

BUY
$80.89 - $91.8 $108,958 - $123,654
1,347
1,347 $126,000

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 $63B
  • 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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