A detailed history of Wealth Advisory Solutions, LLC transactions in Phillips 66 stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 6,917 shares of PSX stock, worth $905,711. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,917
Previous 6,028 14.75%
Holding current value
$905,711
Previous $850,000 6.94%
% of portfolio
0.25%
Previous 0.23%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $63B
  • 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
Track This Portfolio

Track Wealth Advisory Solutions, LLC Portfolio

Follow Wealth Advisory Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.