A detailed history of Modern Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,525 shares of PSX stock, worth $203,236. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,525
Previous 1,626 6.21%
Holding current value
$203,236
Previous $230 Million 12.66%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 05, 2024

SELL
$125.0 - $147.17 $12,625 - $14,864
-101 Reduced 6.21%
1,525 $200 Million
Q2 2024

Aug 07, 2024

BUY
$135.85 - $172.71 $220,892 - $280,826
1,626 New
1,626 $230 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 $64.1B
  • 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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