A detailed history of Sendero Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 40,501 shares of PSX stock, worth $5.4 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
40,501
Previous 32,403 24.99%
Holding current value
$5.4 Million
Previous $4.57 Million 16.38%
% of portfolio
0.87%
Previous 0.79%

Shares

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

Oct 09, 2024

BUY
$125.0 - $147.17 $1.01 Million - $1.19 Million
8,098 Added 24.99%
40,501 $5.32 Million
Q2 2024

Jul 12, 2024

BUY
$135.85 - $172.71 $316,394 - $402,241
2,329 Added 7.74%
32,403 $4.57 Million
Q1 2024

Apr 16, 2024

BUY
$127.67 - $163.34 $791,681 - $1.01 Million
6,201 Added 25.97%
30,074 $4.91 Million
Q4 2023

Jan 17, 2024

BUY
$109.19 - $135.72 $2.15 Million - $2.67 Million
19,673 Added 468.4%
23,873 $3.18 Million
Q3 2023

Oct 10, 2023

SELL
$95.4 - $124.28 $50,180 - $65,371
-526 Reduced 11.13%
4,200 $504,000
Q2 2023

Jul 20, 2023

BUY
$90.81 - $106.46 $429,168 - $503,129
4,726 New
4,726 $450,000

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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