A detailed history of Integrated Wealth Concepts LLC transactions in Phillips 66 stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,866 shares of PSX stock, worth $1.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,866
Previous 9,672 2.01%
Holding current value
$1.2 Million
Previous $1.58 Million 11.84%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $58.7B
  • 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
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.