Spire Wealth Management Phillips 66 Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in Phillips 66 stock. As of the latest transaction made, Spire Wealth Management holds 3,367 shares of PSX stock, worth $399,662. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,367

Previous 2,862 17.65%

Holding current value

$399,662

Previous $326,000 27.3%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$113.93 - $131.55 $57,534 - $66,432	505 Added 17.65%	3,367 $415,000
Q4 2024 Jan 24, 2025	SELL	$110.35 - $138.93 $52,195 - $65,713	-473 Reduced 14.18%	2,862 $326,000
Q3 2024 Oct 15, 2024	SELL	$125.0 - $147.17 $72,875 - $85,800	-583 Reduced 14.88%	3,335 $438,000
Q2 2024 Jul 31, 2024	SELL	$135.85 - $172.71 $1.02 Million - $1.29 Million	-7,472 Reduced 65.6%	3,918 $553,000
Q1 2024 Apr 24, 2024	BUY	$127.67 - $163.34 $25,661 - $32,831	201 Added 1.8%	11,390 $1.86 Million
Q4 2023 Feb 06, 2024	SELL	$109.19 - $135.72 $69,772 - $86,725	-639 Reduced 5.4%	11,189 $1.49 Million
Q3 2023 Nov 08, 2023	BUY	$95.4 - $124.28 $698,041 - $909,356	7,317 Added 162.2%	11,828 $1.42 Million
Q2 2023 Aug 09, 2023	SELL	$90.81 - $106.46 $61,387 - $71,966	-676 Reduced 13.03%	4,511 $430,000
Q1 2023 May 09, 2023	BUY	$93.54 - $111.49 $102,426 - $122,081	1,095 Added 26.76%	5,187 $525,000
Q4 2022 Feb 03, 2023	BUY	$84.58 - $112.31 $37,299 - $49,528	441 Added 12.08%	4,092 $426,000
Q3 2022 Nov 07, 2022	SELL	$74.16 - $93.57 $197,562 - $249,270	-2,664 Reduced 42.19%	3,651 $295,000
Q2 2022 Jul 22, 2022	SELL	$81.02 - $110.25 $21,308 - $28,995	-263 Reduced 4.0%	6,315 $518,000
Q1 2022 Apr 18, 2022	SELL	$75.34 - $93.2 $327,804 - $405,513	-4,351 Reduced 39.81%	6,578 $568,000
Q4 2021 Jan 14, 2022	SELL	$68.67 - $83.73 $40,446 - $49,316	-589 Reduced 5.11%	10,929 $792,000
Q3 2021 Oct 22, 2021	BUY	$64.27 - $87.9 $6,362 - $8,702	99 Added 0.87%	11,518 $807,000
Q2 2021 Jul 26, 2021	SELL	$74.95 - $92.56 $83,119 - $102,649	-1,109 Reduced 8.85%	11,419 $980,000
Q1 2021 May 21, 2021	BUY	$67.38 - $88.66 $844,136 - $1.11 Million	12,528 New	12,528 $1.02 Million

Others Institutions Holding PSX

# of Institutions

2,027

Shares Held

299M

Call Options Held

3.07M

Put Options Held

2.35M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $57.1B
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 ...

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Spire Wealth Management Phillips 66 Transaction History