A detailed history of Measured Wealth Private Client Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 2,351 shares of PSX stock, worth $307,769. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,351
Previous 2,427 3.13%
Holding current value
$307,769
Previous $342,000 9.65%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 25, 2024

SELL
$125.0 - $147.17 $9,500 - $11,184
-76 Reduced 3.13%
2,351 $309,000
Q2 2024

Aug 12, 2024

BUY
$135.85 - $172.71 $4,347 - $5,526
32 Added 1.34%
2,427 $342,000
Q1 2023

May 01, 2023

SELL
$93.54 - $111.49 $3,273 - $3,902
-35 Reduced 1.44%
2,395 $242,000
Q4 2022

Jan 23, 2023

BUY
$84.58 - $112.31 $205,529 - $272,913
2,430 New
2,430 $0
Q2 2022

Jul 25, 2022

SELL
$81.02 - $110.25 $198,661 - $270,333
-2,452 Closed
0 $0
Q1 2022

May 03, 2022

BUY
$75.34 - $93.2 $184,733 - $228,526
2,452 New
2,452 $212,000
Q3 2021

Nov 01, 2021

SELL
$64.27 - $87.9 $186,125 - $254,558
-2,896 Closed
0 $0
Q2 2021

Aug 05, 2021

BUY
$74.95 - $92.56 $2,098 - $2,591
28 Added 0.98%
2,896 $249,000
Q1 2021

May 04, 2021

BUY
$67.38 - $88.66 $193,245 - $254,276
2,868 New
2,868 $234,000
Q4 2019

Jan 15, 2020

SELL
$98.24 - $119.7 $228,015 - $277,823
-2,321 Closed
0 $0
Q3 2019

Oct 11, 2019

SELL
$94.06 - $105.06 $254,620 - $284,397
-2,707 Reduced 53.84%
2,321 $238,000
Q2 2019

Jul 26, 2019

SELL
$80.8 - $98.61 $117,160 - $142,984
-1,450 Reduced 22.38%
5,028 $470,000
Q1 2019

May 07, 2019

BUY
$86.9 - $98.89 $562,938 - $640,609
6,478 New
6,478 $616,000
Q4 2018

Feb 07, 2019

SELL
$78.5 - $118.47 $284,798 - $429,809
-3,628 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$109.36 - $123.34 $1,202 - $1,356
11 Added 0.3%
3,628 $409,000
Q2 2018

Aug 14, 2018

BUY
$94.95 - $121.87 $343,434 - $440,803
3,617 New
3,617 $406,000

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 $63B
  • 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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