A detailed history of Lake Point Wealth Management transactions in Phillips 66 stock. As of the latest transaction made, Lake Point Wealth Management holds 35 shares of PSX stock, worth $3,905. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35
Previous 172 79.65%
Holding current value
$3,905
Previous $15,000 80.0%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022

SELL
$81.02 - $110.25 $11,099 - $15,104
-137 Reduced 79.65%
35 $3,000
Q4 2021

Feb 23, 2022

SELL
$68.67 - $83.73 $618 - $753
-9 Reduced 4.97%
172 $12,000
Q2 2021

Aug 04, 2021

SELL
$74.95 - $92.56 $1,873 - $2,314
-25 Reduced 12.14%
181 $16,000
Q4 2019

Feb 13, 2020

BUY
$98.24 - $119.7 $3,438 - $4,189
35 Added 20.47%
206 $23,000
Q4 2018

Feb 21, 2019

BUY
$78.5 - $118.47 $13,423 - $20,258
171 New
171 $15,000

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 $53.7B
  • 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
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