A detailed history of Schrum Private Wealth Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 1,848 shares of PSX stock, worth $246,301. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,848
Previous 1,642 12.55%
Holding current value
$246,301
Previous $231,000 4.76%
% of portfolio
0.13%
Previous 0.21%

Shares

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

Nov 05, 2024

BUY
$125.0 - $147.17 $25,750 - $30,317
206 Added 12.55%
1,848 $242,000
Q1 2024

May 02, 2024

BUY
$127.67 - $163.34 $209,634 - $268,204
1,642 New
1,642 $268,000
Q2 2022

Jul 22, 2022

SELL
$81.02 - $110.25 $4,051 - $5,512
-50 Reduced 1.9%
2,581 $212,000
Q1 2022

May 05, 2022

SELL
$75.34 - $93.2 $48,971 - $60,580
-650 Reduced 19.81%
2,631 $219,000
Q4 2021

Mar 11, 2022

BUY
$68.67 - $83.73 $225,306 - $274,718
3,281 New
3,281 $236,000

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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