A detailed history of Sky Oak Wealth, LLC transactions in Phillips 66 stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 2,378 shares of PSX stock, worth $334,037. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,378
Previous 2,378 -0.0%
Holding current value
$334,037
Previous $316,000 22.78%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 24, 2023

BUY
$95.4 - $124.28 $3,625 - $4,722
38 Added 1.62%
2,378 $285,000
Q4 2022

Jan 26, 2023

BUY
$84.58 - $112.31 $197,917 - $262,805
2,340 New
2,340 $0
Q4 2020

Feb 02, 2021

SELL
$44.22 - $70.86 $181,302 - $290,526
-4,100 Closed
0 $0
Q3 2020

Nov 03, 2020

BUY
$51.84 - $69.11 $40,538 - $54,044
782 Added 23.57%
4,100 $213,000
Q2 2020

Aug 10, 2020

BUY
$49.51 - $89.73 $164,274 - $297,724
3,318 New
3,318 $239,000
Q1 2020

May 04, 2020

SELL
$42.09 - $112.2 $149,587 - $398,758
-3,554 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$98.24 - $119.7 $349,144 - $425,413
3,554 New
3,554 $396,000

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 $67.6B
  • 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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