A detailed history of Pfg Private Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 1,097 shares of PSX stock, worth $133,910. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,097
Previous 1,067 2.81%
Holding current value
$133,910
Previous $174,000 11.49%
% of portfolio
0.09%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$135.85 - $172.71 $4,075 - $5,181
30 Added 2.81%
1,097 $154,000
Q1 2024

Apr 23, 2024

BUY
$127.67 - $163.34 $2,298 - $2,940
18 Added 1.72%
1,067 $174,000
Q4 2023

Jan 22, 2024

BUY
$109.19 - $135.72 $94,667 - $117,669
867 Added 476.37%
1,049 $139,000
Q3 2023

Oct 24, 2023

SELL
$95.4 - $124.28 $12,783 - $16,653
-134 Reduced 42.41%
182 $21,000
Q2 2023

Jul 17, 2023

BUY
$90.81 - $106.46 $8,536 - $10,007
94 Added 42.34%
316 $30,000
Q1 2023

May 01, 2023

BUY
$93.54 - $111.49 $7,015 - $8,361
75 Added 51.02%
222 $22,000
Q2 2022

Jul 19, 2022

BUY
$81.02 - $110.25 $1,782 - $2,425
22 Added 17.6%
147 $12,000
Q3 2021

Nov 04, 2021

BUY
$64.27 - $87.9 $8,033 - $10,987
125 New
125 $9,000

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 $58.7B
  • 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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