A detailed history of Pinnacle Private Wealth, LLC transactions in Phillips 66 stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 2,833 shares of PSX stock, worth $380,330. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,833
Previous 3,541 19.99%
Holding current value
$380,330
Previous $306,000 24.18%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 15, 2022

SELL
$81.02 - $110.25 $57,362 - $78,057
-708 Reduced 19.99%
2,833 $232,000
Q1 2022

Apr 29, 2022

BUY
$75.34 - $93.2 $266,778 - $330,021
3,541 New
3,541 $306,000

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
Track This Portfolio

Track Pinnacle Private Wealth, LLC Portfolio

Follow Pinnacle Private Wealth, 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 Pinnacle Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Private Wealth, LLC with notifications on news.