A detailed history of Kolinsky Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 3,950 shares of PSX stock, worth $526,416. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,950
Previous 3,988 0.95%
Holding current value
$526,416
Previous $562,000 7.65%
% of portfolio
0.34%
Previous 0.41%

Shares

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

Nov 14, 2024

SELL
$125.0 - $147.17 $4,750 - $5,592
-38 Reduced 0.95%
3,950 $519,000
Q2 2024

Aug 14, 2024

SELL
$135.85 - $172.71 $29,615 - $37,650
-218 Reduced 5.18%
3,988 $562,000
Q1 2024

May 15, 2024

BUY
$127.67 - $163.34 $13,277 - $16,987
104 Added 2.54%
4,206 $687,000
Q4 2023

Feb 13, 2024

BUY
$109.19 - $135.72 $2,948 - $3,664
27 Added 0.66%
4,102 $546,000
Q3 2023

Nov 14, 2023

BUY
$95.4 - $124.28 $4,102 - $5,344
43 Added 1.07%
4,075 $489,000
Q2 2023

Aug 14, 2023

BUY
$90.81 - $106.46 $20,523 - $24,059
226 Added 5.94%
4,032 $384,000
Q1 2023

May 15, 2023

BUY
$93.54 - $111.49 $3,648 - $4,348
39 Added 1.04%
3,806 $386,000
Q4 2022

Feb 14, 2023

BUY
$84.58 - $112.31 $16,070 - $21,338
190 Added 5.31%
3,767 $392,000
Q3 2022

Nov 14, 2022

SELL
$74.16 - $93.57 $5,710 - $7,204
-77 Reduced 2.11%
3,577 $289,000
Q2 2022

Aug 15, 2022

BUY
$81.02 - $110.25 $27,789 - $37,815
343 Added 10.36%
3,654 $300,000
Q1 2022

May 12, 2022

BUY
$75.34 - $93.2 $21,321 - $26,375
283 Added 9.35%
3,311 $286,000
Q4 2021

Jan 20, 2022

BUY
$68.67 - $83.73 $207,932 - $253,534
3,028 New
3,028 $219,000

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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