A detailed history of Wealth Bridge Capital Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 2,895 shares of PSX stock, worth $385,816. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,895
Previous 2,057 40.74%
Holding current value
$385,816
Previous $290,000 31.03%
% of portfolio
0.11%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$125.0 - $147.17 $104,750 - $123,328
838 Added 40.74%
2,895 $380,000
Q2 2024

Aug 02, 2024

BUY
$135.85 - $172.71 $8,830 - $11,226
65 Added 3.26%
2,057 $290,000
Q1 2024

Apr 30, 2024

BUY
$127.67 - $163.34 $18,129 - $23,194
142 Added 7.68%
1,992 $325,000
Q4 2023

Feb 12, 2024

SELL
$109.19 - $135.72 $655 - $814
-6 Reduced 0.32%
1,850 $246,000
Q3 2023

Nov 08, 2023

BUY
$95.4 - $124.28 $177,062 - $230,663
1,856 New
1,856 $222,000
Q1 2023

May 10, 2023

BUY
$93.54 - $111.49 $70,155 - $83,617
750 Added 35.99%
2,834 $287,000
Q4 2022

Jan 31, 2023

SELL
$84.58 - $112.31 $194,872 - $258,762
-2,304 Reduced 52.51%
2,084 $216,000
Q2 2022

Aug 12, 2022

BUY
$81.02 - $110.25 $355,515 - $483,777
4,388 New
4,388 $360,000
Q2 2019

Aug 13, 2019

SELL
$80.8 - $98.61 $77,164 - $94,172
-955 Closed
0 $0
Q1 2019

May 15, 2019

SELL
$86.9 - $98.89 $1,303 - $1,483
-15 Reduced 1.55%
955 $82,000
Q4 2018

Feb 14, 2019

BUY
$78.5 - $118.47 $76,145 - $114,915
970 New
970 $84,000

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 $64.1B
  • 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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