A detailed history of Nicholson Wealth Management Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Nicholson Wealth Management Group, LLC holds 13,456 shares of PSX stock, worth $1.92 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
13,456
Previous 13,087 2.82%
Holding current value
$1.92 Million
Previous $1.56 Billion 17.23%
% of portfolio
1.07%
Previous 0.96%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$118.37 - $139.46 $43,678 - $51,460
369 Added 2.82%
13,456 $1.83 Billion
Q2 2025

Jul 29, 2025

BUY
$92.87 - $125.73 $109,029 - $147,607
1,174 Added 9.85%
13,087 $1.56 Billion
Q1 2025

May 12, 2025

BUY
$113.93 - $131.55 $113 - $131
1 Added 0.01%
11,913 $1.47 Billion
Q4 2024

Feb 03, 2025

BUY
$110.35 - $138.93 $750,600 - $945,001
6,802 Added 133.11%
11,912 $1.36 Billion
Q3 2024

Oct 23, 2024

BUY
$125.0 - $147.17 $638,750 - $752,038
5,110 New
5,110 $672 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 $68.5B
  • 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
Track This Portfolio

Track Nicholson Wealth Management Group, LLC Portfolio

Follow Nicholson Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nicholson Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nicholson Wealth Management Group, LLC with notifications on news.