A detailed history of Wealth Trust Axiom LLC transactions in Phillips 66 stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 6,954 shares of PSX stock, worth $926,759. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,954
Previous 7,086 1.86%
Holding current value
$926,759
Previous $1 Million 8.6%
% of portfolio
0.28%
Previous 0.34%

Shares

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

Nov 13, 2024

SELL
$125.0 - $147.17 $16,500 - $19,426
-132 Reduced 1.86%
6,954 $914,000
Q2 2024

Aug 13, 2024

SELL
$135.85 - $172.71 $49,313 - $62,693
-363 Reduced 4.87%
7,086 $1 Million
Q1 2024

May 10, 2024

BUY
$127.67 - $163.34 $510 - $653
4 Added 0.05%
7,449 $1.22 Million
Q4 2023

Feb 05, 2024

SELL
$109.19 - $135.72 $21,292 - $26,465
-195 Reduced 2.55%
7,445 $991,000
Q3 2023

Nov 02, 2023

BUY
$95.4 - $124.28 $381 - $497
4 Added 0.05%
7,640 $917,000
Q2 2023

Aug 04, 2023

BUY
$90.81 - $106.46 $544 - $638
6 Added 0.08%
7,636 $728,000
Q1 2023

May 02, 2023

BUY
$93.54 - $111.49 $467 - $557
5 Added 0.07%
7,630 $773,000
Q4 2022

Jan 30, 2023

SELL
$84.58 - $112.31 $14,124 - $18,755
-167 Reduced 2.14%
7,625 $793,000
Q3 2022

Nov 02, 2022

BUY
$74.16 - $93.57 $667 - $842
9 Added 0.12%
7,792 $629,000
Q2 2022

Jul 27, 2022

BUY
$81.02 - $110.25 $729 - $992
9 Added 0.12%
7,783 $638,000
Q1 2022

May 09, 2022

SELL
$75.34 - $93.2 $2,862 - $3,541
-38 Reduced 0.49%
7,774 $671,000
Q4 2021

Feb 02, 2022

SELL
$68.67 - $83.73 $8,652 - $10,549
-126 Reduced 1.59%
7,812 $566,000
Q3 2021

Oct 14, 2021

SELL
$64.27 - $87.9 $7,776 - $10,635
-121 Reduced 1.5%
7,938 $555,000
Q2 2021

Jul 22, 2021

SELL
$74.95 - $92.56 $46,019 - $56,831
-614 Reduced 7.08%
8,059 $691,000
Q1 2021

Apr 14, 2021

SELL
$67.38 - $88.66 $33,218 - $43,709
-493 Reduced 5.38%
8,673 $707,000
Q4 2020

Feb 04, 2021

BUY
$44.22 - $70.86 $11,055 - $17,715
250 Added 2.8%
9,166 $641,000
Q3 2020

Oct 21, 2020

BUY
$51.84 - $69.11 $6,583 - $8,776
127 Added 1.44%
8,916 $462,000
Q2 2020

Jul 31, 2020

SELL
$49.51 - $89.73 $18,813 - $34,097
-380 Reduced 4.14%
8,789 $631,000
Q1 2020

Apr 10, 2020

BUY
$42.09 - $112.2 $272,490 - $726,382
6,474 Added 240.22%
9,169 $491,000
Q4 2019

Feb 04, 2020

BUY
$98.24 - $119.7 $294 - $359
3 Added 0.11%
2,695 $300,000
Q3 2019

Nov 05, 2019

SELL
$94.06 - $105.06 $23,232 - $25,949
-247 Reduced 8.4%
2,692 $275,000
Q2 2019

Aug 07, 2019

SELL
$80.8 - $98.61 $8,564 - $10,452
-106 Reduced 3.48%
2,939 $274,000
Q1 2019

May 03, 2019

SELL
$86.9 - $98.89 $1,129 - $1,285
-13 Reduced 0.43%
3,045 $289,000
Q4 2018

Feb 01, 2019

BUY
$78.5 - $118.47 $235 - $355
3 Added 0.1%
3,058 $263,000
Q3 2018

Nov 01, 2018

BUY
$109.36 - $123.34 $328 - $370
3 Added 0.1%
3,055 $344,000
Q2 2018

Jul 30, 2018

BUY
$94.95 - $121.87 $189 - $243
2 Added 0.07%
3,052 $342,000
Q1 2018

May 01, 2018

SELL
$89.58 - $106.9 $4,926 - $5,879
-55 Reduced 1.77%
3,050 $292,000
Q4 2017

Feb 01, 2018

SELL
$90.24 - $102.06 $4,241 - $4,796
-47 Reduced 1.49%
3,105 $314,000
Q3 2017

Nov 01, 2017

BUY
$80.89 - $91.8 $254,965 - $289,353
3,152
3,152 $288,000

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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