A detailed history of Wealth Preservation Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 534 shares of PSX stock, worth $75,998. This represents 0.04% of its overall portfolio holdings.

Number of Shares
534
Previous 523 2.1%
Holding current value
$75,998
Previous $62.4 Million 16.41%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$118.37 - $139.46 $1,302 - $1,534
11 Added 2.1%
534 $72.6 Million
Q2 2025

Aug 14, 2025

BUY
$92.87 - $125.73 $557 - $754
6 Added 1.16%
523 $62.4 Million
Q1 2025

May 14, 2025

BUY
$113.93 - $131.55 $58,901 - $68,011
517 New
517 $63.8 Million

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 $68.5B
  • 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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