Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 05, 2021

BUY
$67.38 - $88.66 $230,776 - $303,660
3,425 New
3,425 $279,000
Q3 2020

Nov 16, 2020

SELL
$51.84 - $69.11 $177,552 - $236,701
-3,425 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$49.51 - $89.73 $169,571 - $307,325
3,425 New
3,425 $246,000
Q1 2020

May 15, 2020

SELL
$42.09 - $112.2 $154,512 - $411,886
-3,671 Closed
0 $0
Q4 2019

Aug 25, 2020

SELL
$98.24 - $119.7 $589 - $718
-6 Reduced 0.16%
3,671 $409,000
Q4 2019

Feb 14, 2020

BUY
$98.24 - $119.7 $24,756 - $30,164
252 Added 7.36%
3,677 $410,000
Q4 2018

Apr 09, 2019

BUY
$78.5 - $118.47 $268,862 - $405,759
3,425 New
3,425 $295,000

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 $54.8B
  • 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
Track This Portfolio

Track Tolleson Wealth Management, Inc. Portfolio

Follow Tolleson Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tolleson Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tolleson Wealth Management, Inc. with notifications on news.