Wealth Advisory Solutions, LLC Phillips 66 Transaction History

Wealth Advisory Solutions, LLC

$377 Million
Q1 2025

A detailed history of Wealth Advisory Solutions, LLC transactions in Phillips 66 stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 6,079 shares of PSX stock, worth $685,528. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,079

Previous 6,081 0.03%

Holding current value

$685,528

Previous $692,000 8.38%

% of portfolio

0.2%

Previous 0.19%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$113.93 - $131.55 $227 - $263	-2 Reduced 0.03%	6,079 $750,000
Q4 2024 Feb 06, 2025	SELL	$110.35 - $138.93 $92,252 - $116,145	-836 Reduced 12.09%	6,081 $692,000
Q3 2024 Oct 21, 2024	BUY	$125.0 - $147.17 $111,125 - $130,834	889 Added 14.75%	6,917 $909,000
Q1 2024 Apr 23, 2024	BUY	$127.67 - $163.34 $769,594 - $984,613	6,028 New	6,028 $984,000
Q3 2023 Feb 07, 2024	BUY	$95.4 - $124.28 $582,417 - $758,729	6,105 New	6,105 $733,000
Q1 2023 May 15, 2023	SELL	$93.54 - $111.49 $2.14 Million - $2.55 Million	-22,832 Reduced 73.58%	8,199 $831,000
Q4 2022 Feb 10, 2023	SELL	$84.58 - $112.31 $130,676 - $173,518	-1,545 Reduced 4.74%	31,031 $3.23 Million
Q3 2022 Nov 16, 2022	BUY	$74.16 - $93.57 $82,020 - $103,488	1,106 Added 3.51%	32,576 $2.63 Million
Q2 2022 Aug 05, 2022	BUY	$81.02 - $110.25 $60,521 - $82,356	747 Added 2.43%	31,470 $2.58 Million
Q1 2022 May 16, 2022	BUY	$75.34 - $93.2 $659,827 - $816,245	8,758 Added 39.87%	30,723 $2.65 Million
Q3 2021 Nov 03, 2021	BUY	$64.27 - $87.9 $68,897 - $94,228	1,072 Added 5.13%	21,965 $1.54 Million
Q2 2021 Jul 21, 2021	SELL	$74.95 - $92.56 $17,238 - $21,288	-230 Reduced 1.09%	20,893 $1.79 Million
Q1 2021 May 13, 2021	BUY	$67.38 - $88.66 $961,916 - $1.27 Million	14,276 Added 208.5%	21,123 $2,000
Q4 2020 Jan 28, 2021	BUY	$44.22 - $70.86 $6,898 - $11,054	156 Added 2.33%	6,847 $478,000
Q3 2020 Dec 29, 2020	SELL	$51.84 - $69.11 $204,612 - $272,777	-3,947 Reduced 37.1%	6,691 $346,000
Q2 2020 Dec 23, 2020	BUY	$49.51 - $89.73 $3,366 - $6,101	68 Added 0.64%	10,638 $764,000
Q1 2020 Dec 18, 2020	BUY	$42.09 - $112.2 $226,444 - $603,636	5,380 Added 103.66%	10,570 $567,000
Q4 2019 Jan 27, 2021	BUY	$98.24 - $119.7 $509,865 - $621,243	5,190 New	5,190 $578,000

Others Institutions Holding PSX

# of Institutions

2,026

Shares Held

299M

Call Options Held

3.07M

Put Options Held

2.35M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $54.2B
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 ...

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Wealth Advisory Solutions, LLC Phillips 66 Transaction History