A detailed history of Loveless Wealth Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Loveless Wealth Management LLC holds 3,859 shares of PSX stock, worth $425,917. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,859
Previous 3,810 1.29%
Holding current value
$425,917
Previous $329,000 3.95%
% of portfolio
0.21%
Previous 0.19%

Shares

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

Jul 22, 2022

BUY
$81.02 - $110.25 $3,969 - $5,402
49 Added 1.29%
3,859 $316,000
Q3 2021

Nov 12, 2021

BUY
$64.27 - $87.9 $12,854 - $17,580
200 Added 5.54%
3,810 $267,000
Q4 2020

Jan 27, 2021

BUY
$44.22 - $70.86 $159,634 - $255,804
3,610 New
3,610 $252,000
Q3 2020

Oct 14, 2020

SELL
$51.84 - $69.11 $192,585 - $256,743
-3,715 Closed
0 $0
Q2 2020

Aug 10, 2020

BUY
$49.51 - $89.73 $183,929 - $333,346
3,715 New
3,715 $267,000
Q1 2020

Apr 20, 2020

SELL
$42.09 - $112.2 $143,989 - $383,836
-3,421 Closed
0 $0
Q4 2019

Jan 23, 2020

BUY
$98.24 - $119.7 $336,079 - $409,493
3,421 New
3,421 $371,000

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 $53.1B
  • 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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