A detailed history of Legacy Capital Wealth Partners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 3,038 shares of PSX stock, worth $407,851. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,038
Previous 3,057 0.62%
Holding current value
$407,851
Previous $431,000 7.42%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Nov 04, 2024

SELL
$125.0 - $147.17 $2,375 - $2,796
-19 Reduced 0.62%
3,038 $399,000
Q2 2024

Aug 01, 2024

BUY
$135.85 - $172.71 $415,293 - $527,974
3,057 New
3,057 $431,000
Q4 2023

Feb 05, 2024

BUY
$109.19 - $135.72 $39,745 - $49,402
364 Added 19.22%
2,258 $300,000
Q3 2023

Oct 16, 2023

BUY
$95.4 - $124.28 $180,687 - $235,386
1,894 New
1,894 $227,000

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 $64.6B
  • 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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