A detailed history of Pensionmark Financial Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 6,054 shares of PSX stock, worth $668,845. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,054
Previous 6,054 -0.0%
Holding current value
$668,845
Previous $795,000 -0.0%
% of portfolio
0.03%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$125.0 - $147.17 $756,750 - $890,967
6,054 New
6,054 $795,000
Q3 2021

Nov 12, 2021

SELL
$64.27 - $87.9 $178,734 - $244,449
-2,781 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$74.95 - $92.56 $749 - $925
10 Added 0.36%
2,781 $239,000
Q1 2021

May 17, 2021

SELL
$67.38 - $88.66 $8,557 - $11,259
-127 Reduced 4.38%
2,771 $234,000
Q4 2020

Feb 16, 2021

BUY
$44.22 - $70.86 $128,149 - $205,352
2,898 New
2,898 $224,000

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 $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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