A detailed history of Vista Wealth Management Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,832 shares of PSX stock, worth $240,743. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,832
Previous 1,769 3.56%
Holding current value
$240,743
Previous $249,000 3.61%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 06, 2024

BUY
$125.0 - $147.17 $7,875 - $9,271
63 Added 3.56%
1,832 $240,000
Q2 2024

Jul 30, 2024

BUY
$135.85 - $172.71 $20,785 - $26,424
153 Added 9.47%
1,769 $249,000
Q1 2024

Apr 29, 2024

BUY
$127.67 - $163.34 $206,314 - $263,957
1,616 New
1,616 $263,000
Q1 2020

May 01, 2020

SELL
$42.09 - $112.2 $75,972 - $202,521
-1,805 Closed
0 $0
Q4 2019

Feb 03, 2020

BUY
$98.24 - $119.7 $177,323 - $216,058
1,805 New
1,805 $201,000

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 $63.2B
  • 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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