A detailed history of Lantern Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 2,107 shares of PSX stock, worth $283,244. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,107
Previous 2,129 1.03%
Holding current value
$283,244
Previous $348 Million 14.47%
% of portfolio
0.22%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$135.85 - $172.71 $2,988 - $3,799
-22 Reduced 1.03%
2,107 $297 Million
Q1 2024

May 14, 2024

BUY
$127.67 - $163.34 $3,191 - $4,083
25 Added 1.19%
2,129 $348 Million
Q4 2023

Feb 14, 2024

BUY
$109.19 - $135.72 $229,735 - $285,554
2,104 New
2,104 $280 Million

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 $64.7B
  • 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 Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, 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 Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.