A detailed history of Integrated Wealth Concepts LLC transactions in Phillips 66 stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,769 shares of PSX stock, worth $1.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,769
Previous 9,866 0.98%
Holding current value
$1.3 Million
Previous $1.39 Million 7.76%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$125.0 - $147.17 $12,125 - $14,275
-97 Reduced 0.98%
9,769 $1.28 Million
Q2 2024

Aug 14, 2024

BUY
$135.85 - $172.71 $26,354 - $33,505
194 Added 2.01%
9,866 $1.39 Million
Q1 2024

May 15, 2024

BUY
$127.67 - $163.34 $52,344 - $66,969
410 Added 4.43%
9,672 $1.58 Million
Q4 2023

Feb 13, 2024

SELL
$109.19 - $135.72 $81,128 - $100,839
-743 Reduced 7.43%
9,262 $1.23 Million
Q3 2023

Nov 15, 2023

SELL
$95.4 - $124.28 $333,613 - $434,607
-3,497 Reduced 25.9%
10,005 $1.2 Million
Q2 2023

Aug 15, 2023

BUY
$90.81 - $106.46 $86,814 - $101,775
956 Added 7.62%
13,502 $1.29 Million
Q1 2023

May 03, 2023

BUY
$93.54 - $111.49 $735,037 - $876,088
7,858 Added 167.62%
12,546 $1.27 Million
Q4 2022

Feb 13, 2023

BUY
$84.58 - $112.31 $122,894 - $163,186
1,453 Added 44.91%
4,688 $488,000
Q3 2022

Nov 14, 2022

SELL
$74.16 - $93.57 $106,567 - $134,460
-1,437 Reduced 30.76%
3,235 $261,000
Q2 2022

Aug 08, 2022

BUY
$81.02 - $110.25 $37,431 - $50,935
462 Added 10.97%
4,672 $383,000
Q1 2022

May 12, 2022

BUY
$75.34 - $93.2 $317,181 - $392,372
4,210 New
4,210 $364,000
Q4 2021

Feb 15, 2022

SELL
$68.67 - $83.73 $204,705 - $249,599
-2,981 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$64.27 - $87.9 $191,588 - $262,029
2,981 New
2,981 $209,000
Q2 2021

Aug 13, 2021

SELL
$74.95 - $92.56 $240,964 - $297,580
-3,215 Closed
0 $0
Q1 2021

May 13, 2021

BUY
$67.38 - $88.66 $216,626 - $285,041
3,215 New
3,215 $262,000

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
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