A detailed history of Johnson & White Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 4,480 shares of PSX stock, worth $594,988. This represents 0.53% of its overall portfolio holdings.

Number of Shares
4,480
Previous 4,354 2.89%
Holding current value
$594,988
Previous $580,000 26.21%
% of portfolio
0.53%
Previous 0.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

BUY
$127.67 - $163.34 $16,086 - $20,580
126 Added 2.89%
4,480 $732,000
Q4 2023

Jan 17, 2024

SELL
$109.19 - $135.72 $327 - $407
-3 Reduced 0.07%
4,354 $580,000
Q3 2023

Oct 12, 2023

BUY
$95.4 - $124.28 $415,657 - $541,487
4,357 New
4,357 $524,000
Q1 2023

Apr 17, 2023

BUY
$93.54 - $111.49 $2,338 - $2,787
25 Added 0.58%
4,357 $442,000
Q4 2022

Jan 18, 2023

BUY
$84.58 - $112.31 $3,806 - $5,053
45 Added 1.05%
4,332 $363,000
Q3 2022

Nov 14, 2022

BUY
$74.16 - $93.57 $317,923 - $401,134
4,287 New
4,287 $346,000

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 $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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