A detailed history of Perigon Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 3,834 shares of PSX stock, worth $514,714. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,834
Previous 4,105 6.6%
Holding current value
$514,714
Previous $579,000 13.13%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 16, 2024

SELL
$125.0 - $147.17 $33,875 - $39,883
-271 Reduced 6.6%
3,834 $503,000
Q2 2024

Aug 02, 2024

BUY
$135.85 - $172.71 $20,920 - $26,597
154 Added 3.9%
4,105 $579,000
Q1 2024

Apr 29, 2024

BUY
$127.67 - $163.34 $47,237 - $60,435
370 Added 10.33%
3,951 $645,000
Q4 2023

Jan 29, 2024

SELL
$109.19 - $135.72 $25,113 - $31,215
-230 Reduced 6.04%
3,581 $476,000
Q3 2023

Oct 30, 2023

SELL
$95.4 - $124.28 $213,505 - $278,138
-2,238 Reduced 37.0%
3,811 $457,000
Q2 2023

Aug 02, 2023

BUY
$90.81 - $106.46 $23,792 - $27,892
262 Added 4.53%
6,049 $576,000
Q1 2023

May 03, 2023

SELL
$93.54 - $111.49 $50,885 - $60,650
-544 Reduced 8.59%
5,787 $586,000
Q4 2022

Feb 14, 2023

BUY
$84.58 - $112.31 $154,950 - $205,751
1,832 Added 40.72%
6,331 $658,000
Q3 2022

Dec 13, 2022

BUY
$74.16 - $93.57 $333,645 - $420,971
4,499 New
4,499 $363,000
Q2 2022

Aug 11, 2022

SELL
$81.02 - $110.25 $198,904 - $270,663
-2,455 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$75.34 - $93.2 $184,959 - $228,806
2,455 New
2,455 $212,000
Q1 2021

May 17, 2021

SELL
$67.38 - $88.66 $101,070 - $132,990
-1,500 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$44.22 - $70.86 $66,330 - $106,290
1,500 New
1,500 $105,000
Q2 2018

Aug 07, 2018

SELL
$94.95 - $121.87 $39,594 - $50,819
-417 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
$90.24 - $102.06 $10,377 - $11,736
115 Added 38.08%
417 $42,000
Q2 2017

Sep 12, 2017

BUY
N/A
302 New
302 $25,000
Q3 2011

Nov 14, 2022

BUY
N/A
4,499
4,499 $363,000

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 $64.6B
  • 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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