A detailed history of Prestige Wealth Management Group LLC transactions in Phillips 66 stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 576 shares of PSX stock, worth $79,718. This represents 0.02% of its overall portfolio holdings.

Number of Shares
576
Previous 614 6.19%
Holding current value
$79,718
Previous $81,000 16.05%
% of portfolio
0.02%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

SELL
$127.67 - $163.34 $4,851 - $6,206
-38 Reduced 6.19%
576 $94,000
Q4 2023

Apr 26, 2024

SELL
$109.19 - $135.72 $3,166 - $3,935
-29 Reduced 4.51%
614 $81,000
Q4 2023

Feb 08, 2024

SELL
$109.19 - $135.72 $3,166 - $3,935
-29 Reduced 4.51%
614 $81,000
Q2 2023

Apr 26, 2024

BUY
$90.81 - $106.46 $7,900 - $9,262
87 Added 15.65%
643 $61,000
Q2 2023

Aug 11, 2023

BUY
$90.81 - $106.46 $7,900 - $9,262
87 Added 15.65%
643 $61,000
Q1 2023

Apr 26, 2024

SELL
$93.54 - $111.49 $1,870 - $2,229
-20 Reduced 3.47%
556 $56,000
Q1 2023

May 16, 2023

SELL
$93.54 - $111.49 $748 - $891
-8 Reduced 1.42%
556 $56,000
Q4 2022

Feb 07, 2023

BUY
$84.58 - $112.31 $24,781 - $32,906
293 Added 108.12%
564 $58,000
Q3 2022

Nov 01, 2022

BUY
$74.16 - $93.57 $1,557 - $1,964
21 Added 8.4%
271 $22,000
Q1 2022

May 05, 2022

SELL
$75.34 - $93.2 $251,710 - $311,381
-3,341 Reduced 93.04%
250 $21,000
Q4 2021

Feb 15, 2022

SELL
$68.67 - $83.73 $42,712 - $52,080
-622 Reduced 14.76%
3,591 $261,000
Q3 2021

Nov 12, 2021

BUY
$64.27 - $87.9 $51,865 - $70,935
807 Added 23.69%
4,213 $295,000
Q2 2021

Aug 12, 2021

BUY
$74.95 - $92.56 $4,946 - $6,108
66 Added 1.98%
3,406 $292,000
Q1 2021

May 13, 2021

BUY
$67.38 - $88.66 $193,111 - $254,099
2,866 Added 604.64%
3,340 $272,000
Q4 2020

Feb 17, 2021

SELL
$44.22 - $70.86 $3,758 - $6,023
-85 Reduced 15.21%
474 $33,000
Q1 2020

May 15, 2020

BUY
$42.09 - $112.2 $15,110 - $40,279
359 Added 179.5%
559 $30,000
Q1 2019

Aug 16, 2019

SELL
$86.9 - $98.89 $16,771 - $19,085
-193 Reduced 49.11%
200 $19,000
Q4 2018

Apr 16, 2019

BUY
$78.5 - $118.47 $30,850 - $46,558
393 New
393 $34,000

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 $66.6B
  • 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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