A detailed history of Thrive Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 2,954 shares of PSX stock, worth $386,708. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,954
Previous 3,737 20.95%
Holding current value
$386,708
Previous $527,000 26.38%
% of portfolio
0.07%
Previous 0.1%

Shares

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

Oct 04, 2024

SELL
$125.0 - $147.17 $97,875 - $115,234
-783 Reduced 20.95%
2,954 $388,000
Q2 2024

Jul 12, 2024

SELL
$135.85 - $172.71 $53,253 - $67,702
-392 Reduced 9.49%
3,737 $527,000
Q1 2024

Apr 15, 2024

SELL
$127.67 - $163.34 $103,412 - $132,305
-810 Reduced 16.4%
4,129 $674,000
Q4 2023

Jan 09, 2024

SELL
$109.19 - $135.72 $85,495 - $106,268
-783 Reduced 13.68%
4,939 $657,000
Q3 2023

Oct 13, 2023

BUY
$95.4 - $124.28 $43,979 - $57,293
461 Added 8.76%
5,722 $687,000
Q2 2023

Jul 11, 2023

SELL
$90.81 - $106.46 $27,697 - $32,470
-305 Reduced 5.48%
5,261 $501,000
Q1 2023

Apr 07, 2023

BUY
$93.54 - $111.49 $67,348 - $80,272
720 Added 14.86%
5,566 $564,000
Q4 2022

Jan 25, 2023

SELL
$84.58 - $112.31 $422 - $561
-5 Reduced 0.1%
4,846 $0
Q3 2022

Oct 24, 2022

BUY
$74.16 - $93.57 $127,926 - $161,408
1,725 Added 55.18%
4,851 $392,000
Q2 2022

Jul 11, 2022

SELL
$81.02 - $110.25 $10,937 - $14,883
-135 Reduced 4.14%
3,126 $256,000
Q1 2022

May 02, 2022

SELL
$75.34 - $93.2 $7,307 - $9,040
-97 Reduced 2.89%
3,261 $282,000
Q4 2021

Feb 14, 2022

BUY
$68.67 - $83.73 $230,593 - $281,165
3,358 New
3,358 $243,000

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 $63B
  • 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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