A detailed history of Steel Peak Wealth Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 15,028 shares of PSX stock, worth $2.02 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,028
Previous 59,510 74.75%
Holding current value
$2.02 Million
Previous $8.4 Million 76.49%
% of portfolio
0.09%
Previous 0.4%

Shares

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

Oct 25, 2024

SELL
$125.0 - $147.17 $5.56 Million - $6.55 Million
-44,482 Reduced 74.75%
15,028 $1.98 Million
Q2 2024

Jul 16, 2024

BUY
$135.85 - $172.71 $7.65 Million - $9.72 Million
56,284 Added 1744.7%
59,510 $8.4 Million
Q1 2024

Apr 17, 2024

SELL
$127.67 - $163.34 $9.35 Million - $12 Million
-73,252 Reduced 95.78%
3,226 $526,000
Q4 2023

Jan 23, 2024

BUY
$109.19 - $135.72 $8.03 Million - $9.98 Million
73,569 Added 2529.01%
76,478 $10.2 Million
Q3 2023

Nov 02, 2023

BUY
$95.4 - $124.28 $75,556 - $98,429
792 Added 37.41%
2,909 $349,000
Q2 2023

Aug 02, 2023

BUY
$90.81 - $106.46 $192,244 - $225,375
2,117 New
2,117 $201,000
Q2 2022

Aug 02, 2022

SELL
$81.02 - $110.25 $194,448 - $264,600
-2,400 Reduced 18.73%
10,413 $854,000
Q1 2022

May 10, 2022

BUY
$75.34 - $93.2 $965,331 - $1.19 Million
12,813 New
12,813 $1.11 Million
Q3 2020

Oct 26, 2020

SELL
$51.84 - $69.11 $363,191 - $484,184
-7,006 Closed
0 $0
Q2 2020

Jul 21, 2020

SELL
$49.51 - $89.73 $445,540 - $807,480
-8,999 Reduced 56.23%
7,006 $504,000
Q1 2020

Apr 16, 2020

BUY
$42.09 - $112.2 $172,442 - $459,683
4,097 Added 34.41%
16,005 $859,000
Q4 2019

Feb 06, 2020

BUY
$98.24 - $119.7 $1.17 Million - $1.43 Million
11,908 New
11,908 $1.33 Million

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 $64.6B
  • 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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