A detailed history of Wealthspan Partners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Wealthspan Partners, LLC holds 1,696 shares of PSX stock, worth $207,030. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,696
Previous 1,681 0.89%
Holding current value
$207,030
Previous $274,000 12.77%
% of portfolio
0.13%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$135.85 - $172.71 $2,037 - $2,590
15 Added 0.89%
1,696 $239,000
Q1 2024

Apr 29, 2024

BUY
$127.67 - $163.34 $3,191 - $4,083
25 Added 1.51%
1,681 $274,000
Q4 2023

Jan 29, 2024

BUY
$109.19 - $135.72 $180,818 - $224,752
1,656 New
1,656 $220,000

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 $58.7B
  • 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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