A detailed history of Redwood Wealth Management Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Redwood Wealth Management Group, LLC holds 1,847 shares of PSX stock, worth $233,941. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,847
Previous 1,865 0.97%
Holding current value
$233,941
Previous $305 Million 14.38%
% of portfolio
0.2%
Previous 0.32%

Shares

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

Aug 09, 2024

SELL
$135.85 - $172.71 $2,445 - $3,108
-18 Reduced 0.97%
1,847 $261 Million
Q1 2024

May 07, 2024

BUY
$127.67 - $163.34 $6,511 - $8,330
51 Added 2.81%
1,865 $305 Million
Q4 2023

Jan 25, 2024

SELL
$109.19 - $135.72 $5,350 - $6,650
-49 Reduced 2.63%
1,814 $241 Million
Q3 2023

Oct 18, 2023

BUY
$95.4 - $124.28 $177,730 - $231,533
1,863 New
1,863 $224 Million

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 $60.9B
  • 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 Redwood Wealth Management Group, LLC Portfolio

Follow Redwood Wealth Management Group, 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 Redwood Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redwood Wealth Management Group, LLC with notifications on news.