Virginia Wealth Management Group, Inc. Phillips 66 Transaction History

Virginia Wealth Management Group, Inc.

$157 Million
Q1 2025

A detailed history of Virginia Wealth Management Group, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Virginia Wealth Management Group, Inc. holds 29,137 shares of PSX stock, worth $3.03 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

29,137

Previous 30,313 3.88%

Holding current value

$3.03 Million

Previous $3.45 Million 4.17%

% of portfolio

2.29%

Previous 2.21%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$113.93 - $131.55 $133,981 - $154,702	-1,176 Reduced 3.88%	29,137 $3.6 Million
Q4 2024 Jan 27, 2025	BUY	$110.35 - $138.93 $27,146 - $34,176	246 Added 0.82%	30,313 $3.45 Million
Q3 2024 Oct 09, 2024	BUY	$125.0 - $147.17 $700,500 - $824,740	5,604 Added 22.91%	30,067 $3.95 Million
Q2 2024 Jul 16, 2024	SELL	$135.85 - $172.71 $16,030 - $20,379	-118 Reduced 0.48%	24,463 $3.45 Million
Q1 2024 Apr 25, 2024	SELL	$127.67 - $163.34 $529,447 - $677,370	-4,147 Reduced 14.44%	24,581 $4.02 Million
Q4 2023 Feb 08, 2024	SELL	$109.19 - $135.72 $289,462 - $359,793	-2,651 Reduced 8.45%	28,728 $3.82 Million
Q3 2023 Nov 03, 2023	SELL	$95.4 - $124.28 $61,246 - $79,787	-642 Reduced 2.0%	31,379 $3.77 Million
Q2 2023 Aug 08, 2023	BUY	$90.81 - $106.46 $3,541 - $4,151	39 Added 0.12%	32,021 $3.05 Million
Q1 2023 May 05, 2023	SELL	$93.54 - $111.49 $172,581 - $205,699	-1,845 Reduced 5.45%	31,982 $3.24 Million
Q4 2022 Feb 07, 2023	BUY	$84.58 - $112.31 $16,154 - $21,451	191 Added 0.57%	33,827 $3.52 Million
Q3 2022 Oct 19, 2022	SELL	$74.16 - $93.57 $166,415 - $209,971	-2,244 Reduced 6.25%	33,636 $2.72 Million
Q2 2022 Jan 04, 2023	BUY	$81.02 - $110.25 $2.91 Million - $3.96 Million	35,880 Added 114.57%	67,198 $5.51 Million
Q2 2022 Jan 04, 2023	SELL	$81.02 - $110.25 $187,804 - $255,559	-2,318 Reduced 6.89%	31,318 $2.57 Million
Q2 2022 Aug 09, 2022	BUY	$81.02 - $110.25 $434,510 - $591,270	5,363 Added 17.57%	35,880 $2.94 Million
Q1 2022 Apr 20, 2022	BUY	$75.34 - $93.2 $239,807 - $296,655	3,183 Added 11.64%	30,517 $2.49 Million
Q4 2021 Jan 18, 2022	BUY	$68.67 - $83.73 $1.88 Million - $2.29 Million	27,334 New	27,334 $1.98 Million

Others Institutions Holding PSX

# of Institutions

2,005

Shares Held

289M

Call Options Held

2.49M

Put Options Held

2.5M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $50.1B
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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Virginia Wealth Management Group, Inc. Phillips 66 Transaction History