Marion Wealth Management Phillips 66 Transaction History

Marion Wealth Management

$392 Million
Q2 2025

A detailed history of Marion Wealth Management transactions in Phillips 66 stock. As of the latest transaction made, Marion Wealth Management holds 14,141 shares of PSX stock, worth $1.86 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

14,141

Previous 13,634 3.72%

Holding current value

$1.86 Million

Previous $1.68 Million 0.24%

% of portfolio

0.43%

Previous 0.45%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$92.87 - $125.73 $47,085 - $63,745	507 Added 3.72%	14,141 $1.69 Million
Q1 2025 Apr 08, 2025	BUY	$113.93 - $131.55 $43,179 - $49,857	379 Added 2.86%	13,634 $1.68 Million
Q4 2024 Jan 13, 2025	BUY	$110.35 - $138.93 $38,953 - $49,042	353 Added 2.74%	13,255 $1.51 Million
Q3 2024 Oct 07, 2024	BUY	$125.0 - $147.17 $71,875 - $84,622	575 Added 4.66%	12,902 $1.7 Million
Q2 2024 Jul 09, 2024	BUY	$135.85 - $172.71 $17,388 - $22,106	128 Added 1.05%	12,327 $1.74 Million
Q1 2024 Apr 08, 2024	SELL	$127.67 - $163.34 $16,214 - $20,744	-127 Reduced 1.03%	12,199 $1.99 Million
Q4 2023 Jan 10, 2024	SELL	$109.19 - $135.72 $18,016 - $22,393	-165 Reduced 1.32%	12,326 $1.64 Million
Q3 2023 Oct 18, 2023	SELL	$95.4 - $124.28 $1,812 - $2,361	-19 Reduced 0.15%	12,491 $1.5 Million
Q2 2023 Jul 24, 2023	BUY	$90.81 - $106.46 $30,875 - $36,196	340 Added 2.79%	12,510 $1.19 Million
Q1 2023 Apr 24, 2023	BUY	$93.54 - $111.49 $63,981 - $76,259	684 Added 5.96%	12,170 $1.23 Million
Q4 2022 Jan 19, 2023	BUY	$84.58 - $112.31 $135,074 - $179,359	1,597 Added 16.15%	11,486 $0
Q3 2022 Nov 10, 2022	BUY	$74.16 - $93.57 $89,140 - $112,471	1,202 Added 13.84%	9,889 $798,000
Q2 2022 Jul 27, 2022	SELL	$81.02 - $110.25 $222,237 - $302,415	-2,743 Reduced 24.0%	8,687 $712,000
Q1 2022 Apr 08, 2022	SELL	$75.34 - $93.2 $21,848 - $27,028	-290 Reduced 2.47%	11,430 $987,000
Q4 2021 Feb 14, 2022	BUY	$68.67 - $83.73 $804,812 - $981,315	11,720 New	11,720 $849,000

Others Institutions Holding PSX

# of Institutions

2,048

Shares Held

309M

Call Options Held

3.58M

Put Options Held

3.44M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $63.2B
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 ...

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Marion Wealth Management Phillips 66 Transaction History