A detailed history of Lifeworks Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 2,079 shares of PSX stock, worth $266,860. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,079
Previous 1,812 14.74%
Holding current value
$266,860
Previous $223,000 11.21%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$92.87 - $125.73 $24,796 - $33,569
267 Added 14.74%
2,079 $248,000
Q1 2025

May 06, 2025

BUY
$113.93 - $131.55 $206,441 - $238,368
1,812 New
1,812 $223,000

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 $61.7B
  • 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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