A detailed history of Private Wealth Partners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Private Wealth Partners, LLC holds 2,000 shares of PSX stock, worth $277,860. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,000
Previous 2,000 -0.0%
Holding current value
$277,860
Previous $326,000 13.5%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 06, 2023

BUY
$95.4 - $124.28 $190,800 - $248,560
2,000 New
2,000 $240,000
Q1 2023

May 03, 2023

BUY
$93.54 - $111.49 $187,080 - $222,980
2,000 New
2,000 $202,000
Q1 2018

May 15, 2018

SELL
$89.58 - $106.9 $358,320 - $427,600
-4,000 Closed
0 $0
Q3 2017

Nov 06, 2017

BUY
$80.89 - $91.8 $323,560 - $367,200
4,000
4,000 $366,000

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 $66.8B
  • 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 Private Wealth Partners, LLC Portfolio

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

News

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