A detailed history of Principle Wealth Partners LLC transactions in Phillips 66 stock. As of the latest transaction made, Principle Wealth Partners LLC holds 26,229 shares of PSX stock, worth $3.63 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
26,229
Previous 26,227 0.01%
Holding current value
$3.63 Million
Previous $3.49 Million 22.72%
% of portfolio
0.35%
Previous 0.32%

Shares

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

Apr 23, 2024

BUY
$127.67 - $163.34 $255 - $326
2 Added 0.01%
26,229 $4.28 Million
Q4 2023

Feb 05, 2024

SELL
$109.19 - $135.72 $1,419 - $1,764
-13 Reduced 0.05%
26,227 $3.49 Million
Q4 2022

Feb 02, 2023

SELL
$84.58 - $112.31 $33,832 - $44,924
-400 Reduced 1.5%
26,240 $2.73 Million
Q3 2022

Nov 14, 2022

SELL
$74.16 - $93.57 $444 - $561
-6 Reduced 0.02%
26,640 $2.15 Million
Q2 2022

Aug 02, 2022

BUY
$81.02 - $110.25 $19,525 - $26,570
241 Added 0.91%
26,646 $2.19 Million
Q2 2021

Aug 13, 2021

SELL
$74.95 - $92.56 $11,542 - $14,254
-154 Reduced 0.58%
26,405 $2.27 Million
Q1 2021

May 18, 2021

SELL
$67.38 - $88.66 $40,764 - $53,639
-605 Reduced 2.23%
26,559 $2.17 Million
Q4 2020

Feb 16, 2021

BUY
$44.22 - $70.86 $111,169 - $178,142
2,514 Added 10.2%
27,164 $1.9 Million
Q3 2020

Nov 16, 2020

SELL
$51.84 - $69.11 $4,924 - $6,565
-95 Reduced 0.38%
24,650 $1.28 Million
Q2 2020

Aug 14, 2020

BUY
$49.51 - $89.73 $30,745 - $55,722
621 Added 2.57%
24,745 $1.78 Million
Q1 2020

May 13, 2020

SELL
$42.09 - $112.2 $89,230 - $237,864
-2,120 Reduced 8.08%
24,124 $1.29 Million
Q3 2019

Nov 05, 2019

BUY
$94.06 - $105.06 $2.22 Million - $2.47 Million
23,551 Added 874.53%
26,244 $2.69 Million
Q2 2019

Nov 05, 2019

BUY
$80.8 - $98.61 $217,594 - $265,556
2,693 New
2,693 $252,000

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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