A detailed history of Wambolt & Associates, LLC transactions in Phillips 66 stock. As of the latest transaction made, Wambolt & Associates, LLC holds 1,596 shares of PSX stock, worth $220,886. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,596
Previous 1,642 2.8%
Holding current value
$220,886
Previous $218,000 19.27%
% of portfolio
0.08%
Previous 0.04%

Shares

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

Apr 30, 2024

SELL
$127.67 - $163.34 $5,872 - $7,513
-46 Reduced 2.8%
1,596 $260,000
Q4 2023

Feb 07, 2024

SELL
$109.19 - $135.72 $19,981 - $24,836
-183 Reduced 10.03%
1,642 $218,000
Q3 2023

Nov 06, 2023

BUY
$95.4 - $124.28 $174,105 - $226,811
1,825 New
1,825 $219,000
Q3 2020

Nov 04, 2020

SELL
$51.84 - $69.11 $215,913 - $287,843
-4,165 Closed
0 $0
Q2 2020

Jul 23, 2020

BUY
$49.51 - $89.73 $643 - $1,166
13 Added 0.31%
4,165 $299,000
Q1 2020

May 11, 2020

SELL
$42.09 - $112.2 $13,258 - $35,343
-315 Reduced 7.05%
4,152 $223,000
Q4 2019

Feb 10, 2020

SELL
$98.24 - $119.7 $9,627 - $11,730
-98 Reduced 2.15%
4,467 $498,000
Q3 2019

Oct 15, 2019

BUY
$94.06 - $105.06 $188 - $210
2 Added 0.04%
4,565 $467,000
Q2 2019

Jul 26, 2019

BUY
$80.8 - $98.61 $242 - $295
3 Added 0.07%
4,563 $427,000
Q1 2019

Apr 11, 2019

SELL
$86.9 - $98.89 $14,425 - $16,415
-166 Reduced 3.51%
4,560 $444,000
Q4 2018

Jan 29, 2019

BUY
$78.5 - $118.47 $370,991 - $559,889
4,726 New
4,726 $407,000

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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