A detailed history of Robertson Stephens Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,123 shares of PSX stock, worth $549,472. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,123
Previous 3,929 4.94%
Holding current value
$549,472
Previous $554,000 2.35%
% of portfolio
0.02%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$125.0 - $147.17 $24,250 - $28,550
194 Added 4.94%
4,123 $541,000
Q2 2024

Aug 13, 2024

SELL
$135.85 - $172.71 $950 - $1,208
-7 Reduced 0.18%
3,929 $554,000
Q1 2024

May 15, 2024

BUY
$127.67 - $163.34 $19,022 - $24,337
149 Added 3.93%
3,936 $642,000
Q4 2023

Feb 06, 2024

BUY
$109.19 - $135.72 $17,797 - $22,122
163 Added 4.5%
3,787 $504,000
Q3 2023

Nov 13, 2023

SELL
$95.4 - $124.28 $13,546 - $17,647
-142 Reduced 3.77%
3,624 $435,000
Q2 2023

Aug 11, 2023

BUY
$90.81 - $106.46 $10,624 - $12,455
117 Added 3.21%
3,766 $359,000
Q1 2023

May 11, 2023

BUY
$93.54 - $111.49 $34,703 - $41,362
371 Added 11.32%
3,649 $369,000
Q4 2022

Feb 14, 2023

SELL
$84.58 - $112.31 $3,383 - $4,492
-40 Reduced 1.21%
3,278 $341,000
Q2 2022

Aug 12, 2022

BUY
$81.02 - $110.25 $17,014 - $23,152
210 Added 6.76%
3,318 $272,000
Q1 2022

May 16, 2022

BUY
$75.34 - $93.2 $234,156 - $289,665
3,108 New
3,108 $268,000
Q3 2021

Nov 10, 2021

SELL
$64.27 - $87.9 $203,093 - $277,764
-3,160 Closed
0 $0
Q2 2021

Aug 17, 2021

BUY
$74.95 - $92.56 $236,842 - $292,489
3,160 New
3,160 $271,000

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 $64.1B
  • 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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