Wealth Enhancement Advisory Services, LLC Phillips 66 Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Phillips 66 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 132,109 shares of PSX stock, worth $16.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

132,109

Previous 124,608 6.02%

Holding current value

$16.3 Million

Previous $14.2 Million 6.02%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$110.35 - $138.93 $827,735 - $1.04 Million	7,501 Added 6.02%	132,109 $15.1 Million
Q4 2024 Jan 10, 2025	BUY	$110.35 - $138.93 $145,662 - $183,387	1,320 Added 1.07%	124,608 $14.2 Million
Q3 2024 Oct 23, 2024	BUY	$125.0 - $147.17 $1.18 Million - $1.39 Million	9,414 Added 8.27%	123,288 $16.2 Million
Q2 2024 Jul 16, 2024	SELL	$135.85 - $172.71 $1.14 Million - $1.45 Million	-8,408 Reduced 6.88%	113,874 $16.1 Million
Q1 2024 Apr 15, 2024	BUY	$127.67 - $163.34 $606,177 - $775,538	4,748 Added 4.04%	122,282 $20 Million
Q4 2023 Jan 30, 2024	BUY	$109.19 - $135.72 $2.09 Million - $2.6 Million	19,181 Added 19.5%	117,534 $15.6 Million
Q3 2023 Nov 13, 2023	BUY	$95.4 - $124.28 $9.1 Million - $11.9 Million	95,382 Added 3210.43%	98,353 $11.8 Million
Q2 2023 Jul 21, 2023	SELL	$90.81 - $106.46 $8.59 Million - $10.1 Million	-94,562 Reduced 96.95%	2,971 $283,000
Q1 2023 Apr 25, 2023	BUY	$93.54 - $111.49 $9.12 Million - $10.9 Million	97,533 New	97,533 $9.89 Million
Q3 2022 Oct 17, 2022	BUY	$74.16 - $93.57 $1.41 Million - $1.78 Million	19,066 New	19,066 $1.76 Million
Q1 2020 May 01, 2020	SELL	$42.09 - $112.2 $410,377 - $1.09 Million	-9,750 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$98.24 - $119.7 $105,509 - $128,557	1,074 Added 12.38%	9,750 $1.09 Million
Q3 2019 Nov 06, 2019	SELL	$94.06 - $105.06 $1.93 Million - $2.16 Million	-20,564 Reduced 70.33%	8,676 $924,000
Q2 2019 Aug 02, 2019	BUY	$80.8 - $98.61 $1.49 Million - $1.82 Million	18,465 Added 171.37%	29,240 $3.01 Million
Q1 2019 Apr 30, 2019	BUY	$86.9 - $98.89 $102,455 - $116,591	1,179 Added 12.29%	10,775 $1.05 Million
Q4 2018 Feb 04, 2019	BUY	$78.5 - $118.47 $753,286 - $1.14 Million	9,596 New	9,596 $915,000
Q1 2018 Apr 26, 2018	SELL	$89.58 - $106.9 $1.48 Million - $1.76 Million	-16,503 Closed	0 $0
Q4 2017 Jan 19, 2018	BUY	$90.24 - $102.06 $1.49 Million - $1.68 Million	16,503	16,503 $1.73 Million

Others Institutions Holding PSX

# of Institutions

1,977

Shares Held

288M

Call Options Held

2.46M

Put Options Held

2.42M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $59.4B
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 Enhancement Advisory Services, LLC Phillips 66 Transaction History