A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Phillips 66 stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,647 shares of PSX stock, worth $205,117. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,647
Previous 2,627 37.3%
Holding current value
$205,117
Previous $299 Million 32.05%
% of portfolio
0.14%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

SELL
$113.93 - $131.55 $111,651 - $128,919
-980 Reduced 37.3%
1,647 $203 Million
Q4 2024

Feb 14, 2025

BUY
$110.35 - $138.93 $289,889 - $364,969
2,627 New
2,627 $299 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 $59.9B
  • 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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