A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Phillips 66 stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 30 shares of PSX stock, worth $3,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30
Previous 122 75.41%
Holding current value
$3,998
Previous $17,000 82.35%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 15, 2024

SELL
$125.0 - $147.17 $11,500 - $13,539
-92 Reduced 75.41%
30 $3,000
Q2 2024

Aug 06, 2024

BUY
$135.85 - $172.71 $10,188 - $12,953
75 Added 159.57%
122 $17,000
Q1 2024

May 15, 2024

BUY
$127.67 - $163.34 $2,170 - $2,776
17 Added 56.67%
47 $7,000
Q4 2023

Feb 06, 2024

BUY
$109.19 - $135.72 $3,275 - $4,071
30 New
30 $3,000

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 $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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