A detailed history of Naviter Wealth, LLC transactions in Phillips 66 stock. As of the latest transaction made, Naviter Wealth, LLC holds 4,231 shares of PSX stock, worth $553,880. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,231
Previous 4,231 -0.0%
Holding current value
$553,880
Previous $597,000 6.87%
% of portfolio
0.08%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$127.67 - $163.34 $8,936 - $11,433
-70 Reduced 1.63%
4,231 $691,000
Q3 2023

Nov 14, 2023

BUY
$95.4 - $124.28 $477 - $621
5 Added 0.12%
4,301 $516,000
Q2 2022

Jul 18, 2022

BUY
$81.02 - $110.25 $348,061 - $473,634
4,296 New
4,296 $352,000

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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