A detailed history of Mosaic Family Wealth Partners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 3,307 shares of PSX stock, worth $364,993. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,307
Previous 3,336 0.87%
Holding current value
$364,993
Previous $471 Million 7.69%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Nov 13, 2024

SELL
$125.0 - $147.17 $3,625 - $4,267
-29 Reduced 0.87%
3,307 $435 Million
Q2 2024

Aug 06, 2024

SELL
$135.85 - $172.71 $73,359 - $93,263
-540 Reduced 13.93%
3,336 $471 Million
Q1 2024

Jun 13, 2024

BUY
$127.67 - $163.34 $127 - $163
1 Added 0.03%
3,876 $633 Million
Q4 2023

Jan 29, 2024

SELL
$109.19 - $135.72 $10,809 - $13,436
-99 Reduced 2.49%
3,875 $516 Million
Q3 2023

Nov 01, 2023

BUY
$95.4 - $124.28 $95 - $124
1 Added 0.03%
3,974 $477 Million
Q2 2023

Aug 08, 2023

BUY
$90.81 - $106.46 $181 - $212
2 Added 0.05%
3,973 $379 Million
Q1 2023

Apr 10, 2023

BUY
$93.54 - $111.49 $187 - $222
2 Added 0.05%
3,971 $403 Million
Q4 2022

Feb 14, 2023

BUY
$84.58 - $112.31 $335,698 - $445,758
3,969 New
3,969 $413 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 $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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