A detailed history of Sound View Wealth Advisors Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,797 shares of PSX stock, worth $372,979. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,797
Previous 2,226 25.65%
Holding current value
$372,979
Previous $314,000 16.88%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$125.0 - $147.17 $71,375 - $84,034
571 Added 25.65%
2,797 $367,000
Q2 2024

Aug 05, 2024

SELL
$135.85 - $172.71 $54,340 - $69,084
-400 Reduced 15.23%
2,226 $314,000
Q1 2024

May 09, 2024

SELL
$127.67 - $163.34 $17,363 - $22,214
-136 Reduced 4.92%
2,626 $428,000
Q4 2023

Feb 08, 2024

SELL
$109.19 - $135.72 $15,614 - $19,407
-143 Reduced 4.92%
2,762 $367,000
Q3 2023

Nov 07, 2023

BUY
$95.4 - $124.28 $55,618 - $72,455
583 Added 25.11%
2,905 $349,000
Q2 2023

Aug 08, 2023

BUY
$90.81 - $106.46 $7,446 - $8,729
82 Added 3.66%
2,322 $221,000
Q1 2023

May 12, 2023

BUY
$93.54 - $111.49 $209,529 - $249,737
2,240 New
2,240 $227,000

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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