Independent Solutions Wealth Management, LLC Phillips 66 Transaction History

Independent Solutions Wealth Management, LLC

  • $512 Billion
  • Q2 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 15,799 shares of PSX stock, worth $2.1 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
15,799
Previous 15,323 3.11%
Holding current value
$2.1 Million
Previous $1.89 Billion 0.38%
% of portfolio
0.37%
Previous 0.42%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$92.87 - $125.73 $44,206 - $59,847
476 Added 3.11%
15,799 $1.88 Billion
Q1 2025

Apr 23, 2025
BUY
$113.93 - $131.55 $14,013 - $16,180
123 Added 0.81%
15,323 $1.89 Billion
Q4 2024

Feb 11, 2025
SELL
$110.35 - $138.93 $17,876 - $22,506
-162 Reduced 1.05%
15,200 $1.73 Billion
Q3 2024

Dec 19, 2024
BUY
$125.0 - $147.17 $78,500 - $92,422
628 Added 4.26%
15,362 $2.02 Billion
Q2 2024

Dec 19, 2024
SELL
$135.85 - $172.71 $72,272 - $91,881
-532 Reduced 3.48%
14,734 $2.08 Billion
Q1 2024

Dec 19, 2024
BUY
$127.67 - $163.34 $68,814 - $88,040
539 Added 3.66%
15,266 $2.49 Billion
Q4 2023

Dec 19, 2024
BUY
$109.19 - $135.72 $613,429 - $762,474
5,618 Added 61.68%
14,727 $1.96 Billion
Q3 2023

Dec 19, 2024
SELL
$95.4 - $124.28 $35,965 - $46,853
-377 Reduced 3.97%
9,109 $1.09 Billion
Q2 2023

Dec 19, 2024
BUY
$90.81 - $106.46 $583,363 - $683,899
6,424 Added 209.8%
9,486 $905 Million
Q1 2023

Dec 19, 2024
SELL
$93.54 - $111.49 $467 - $557
-5 Reduced 0.16%
3,062 $310 Million
Q4 2022

Dec 19, 2024
SELL
$84.58 - $112.31 $24,105 - $32,008
-285 Reduced 8.5%
3,067 $319 Million
Q3 2022

Dec 19, 2024
BUY
$74.16 - $93.57 $3,188 - $4,023
43 Added 1.3%
3,352 $271 Million
Q2 2022

Dec 19, 2024
BUY
$81.02 - $110.25 $268,095 - $364,817
3,309 New
3,309 $271 Million
Q4 2020

Dec 19, 2024
SELL
$44.22 - $70.86 $238,611 - $382,360
-5,396 Closed
0 $0
Q3 2020

Dec 19, 2024
SELL
$51.84 - $69.11 $7,672 - $10,228
-148 Reduced 2.67%
5,396 $280 Million
Q2 2020

Dec 19, 2024
SELL
$49.51 - $89.73 $33,468 - $60,657
-676 Reduced 10.87%
5,544 $399 Million
Q1 2020

Dec 19, 2024
BUY
$42.09 - $112.2 $22,854 - $60,924
543 Added 9.56%
6,220 $334 Million
Q4 2019

Dec 13, 2024
BUY
$98.24 - $119.7 $557,708 - $679,536
5,677 New
5,677 $632 Million

Others Institutions Holding PSX

# of Institutions
2,044
Shares Held
309M
Call Options Held
3.58M
Put Options Held
3.44M
View Full List

About Phillips 66

PSX Quotes by TradingView
  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $63.9B
  • 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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