Institute For Wealth Management, Llc. Phillips 66 Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Phillips 66 stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,983 shares of PSX stock, worth $964,506. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,983

Previous 7,983 -0.0%

Holding current value

$964,506

Previous $1.05 Million 13.35%

% of portfolio

0.12%

Previous 0.13%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$125.0 - $147.17 $4,375 - $5,150	35 Added 0.44%	7,983 $1.05 Million
Q2 2024 Jul 25, 2024	SELL	$135.85 - $172.71 $12,634 - $16,062	-93 Reduced 1.16%	7,948 $1.12 Million
Q1 2024 Apr 30, 2024	BUY	$127.67 - $163.34 $98,816 - $126,425	774 Added 10.65%	8,041 $1.31 Million
Q4 2023 Jan 31, 2024	SELL	$109.19 - $135.72 $5,896 - $7,328	-54 Reduced 0.74%	7,267 $967,000
Q3 2023 Oct 13, 2023	SELL	$95.4 - $124.28 $3,529 - $4,598	-37 Reduced 0.5%	7,321 $879,000
Q2 2023 Jul 25, 2023	SELL	$90.81 - $106.46 $6,447 - $7,558	-71 Reduced 0.96%	7,358 $701,000
Q1 2023 Apr 20, 2023	SELL	$93.54 - $111.49 $3,554 - $4,236	-38 Reduced 0.51%	7,429 $753,000
Q4 2022 Feb 02, 2023	SELL	$84.58 - $112.31 $10,826 - $14,375	-128 Reduced 1.69%	7,467 $777,000
Q4 2021 Jan 21, 2022	SELL	$68.67 - $83.73 $10,231 - $12,475	-149 Reduced 1.92%	7,595 $550,000
Q3 2021 Nov 15, 2021	BUY	$64.27 - $87.9 $449 - $615	7 Added 0.09%	7,744 $542,000
Q2 2021 Jul 21, 2021	BUY	$74.95 - $92.56 $20,761 - $25,639	277 Added 3.71%	7,737 $664,000
Q1 2021 May 04, 2021	BUY	$67.38 - $88.66 $21,965 - $28,903	326 Added 4.57%	7,460 $608,000
Q4 2020 Feb 01, 2021	BUY	$44.22 - $70.86 $9,816 - $15,730	222 Added 3.21%	7,134 $499,000
Q3 2020 Nov 03, 2020	SELL	$51.84 - $69.11 $9,486 - $12,647	-183 Reduced 2.58%	6,912 $358,000
Q2 2020 Jul 30, 2020	SELL	$49.51 - $89.73 $21,586 - $39,122	-436 Reduced 5.79%	7,095 $510,000
Q1 2020 Apr 29, 2020	SELL	$42.09 - $112.2 $31,693 - $84,486	-753 Reduced 9.09%	7,531 $404,000
Q4 2019 Feb 27, 2020	BUY	$98.24 - $119.7 $723,144 - $881,111	7,361 Added 797.51%	8,284 $923,000
Q4 2019 Jan 27, 2020	SELL	$98.24 - $119.7 $725,797 - $884,343	-7,388 Reduced 88.89%	923 $923,000
Q3 2019 Oct 28, 2019	SELL	$94.06 - $105.06 $25,490 - $28,471	-271 Reduced 3.16%	8,311 $851,000
Q2 2019 Aug 02, 2019	BUY	$80.8 - $98.61 $20,523 - $25,046	254 Added 3.05%	8,582 $803,000
Q1 2019 May 15, 2019	BUY	$86.9 - $98.89 $723,703 - $823,555	8,328 New	8,328 $793,000
Q3 2017 Nov 14, 2017	SELL	$80.89 - $91.8 $954,502 - $1.08 Million	-11,800 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	11,800	11,800 $979,000

Others Institutions Holding PSX

# of Institutions

1,939

Shares Held

283M

Call Options Held

2.55M

Put Options Held

2.35M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $58.1B
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 ...

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Institute For Wealth Management, Llc. Phillips 66 Transaction History