A detailed history of Trinity Point Wealth, LLC transactions in Phillips 66 stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 5,505 shares of PSX stock, worth $761,892. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,505
Previous 5,170 6.48%
Holding current value
$761,892
Previous $688,000 30.67%
% of portfolio
0.15%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$127.67 - $163.34 $42,769 - $54,718
335 Added 6.48%
5,505 $899,000
Q4 2023

Feb 08, 2024

BUY
$109.19 - $135.72 $73,375 - $91,203
672 Added 14.94%
5,170 $688,000
Q3 2023

Nov 08, 2023

SELL
$95.4 - $124.28 $27,952 - $36,414
-293 Reduced 6.12%
4,498 $540,000
Q2 2023

Aug 07, 2023

BUY
$90.81 - $106.46 $135,488 - $158,838
1,492 Added 45.23%
4,791 $456,000
Q1 2023

May 04, 2023

BUY
$93.54 - $111.49 $18,614 - $22,186
199 Added 6.42%
3,299 $334,000
Q4 2022

Feb 07, 2023

BUY
$84.58 - $112.31 $17,085 - $22,686
202 Added 6.97%
3,100 $322,000
Q3 2022

Nov 09, 2022

BUY
$74.16 - $93.57 $6,081 - $7,672
82 Added 2.91%
2,898 $234,000
Q2 2022

Aug 05, 2022

BUY
$81.02 - $110.25 $162 - $220
2 Added 0.07%
2,816 $231,000
Q1 2022

May 13, 2022

BUY
$75.34 - $93.2 $150 - $186
2 Added 0.07%
2,814 $243,000
Q4 2021

Feb 11, 2022

SELL
$68.67 - $83.73 $41,064 - $50,070
-598 Reduced 17.54%
2,812 $204,000
Q3 2021

Nov 12, 2021

BUY
$64.27 - $87.9 $22,687 - $31,028
353 Added 11.55%
3,410 $239,000
Q2 2021

Aug 13, 2021

BUY
$74.95 - $92.56 $229,122 - $282,955
3,057 New
3,057 $262,000

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 $66.6B
  • 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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