A detailed history of West Branch Capital LLC transactions in Phillips 66 stock. As of the latest transaction made, West Branch Capital LLC holds 275 shares of PSX stock, worth $36,649. This represents 0.01% of its overall portfolio holdings.

Number of Shares
275
Previous 275 -0.0%
Holding current value
$36,649
Previous $38,000 5.26%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 19, 2024

BUY
$109.19 - $135.72 $9,936 - $12,350
91 Added 49.46%
275 $36,000
Q4 2022

Jan 27, 2023

BUY
$84.58 - $112.31 $7,781 - $10,332
92 Added 100.0%
184 $0
Q2 2021

Aug 17, 2021

BUY
$74.95 - $92.56 $6,895 - $8,515
92 New
92 $7,000
Q3 2019

Oct 23, 2019

SELL
$94.06 - $105.06 $204,392 - $228,295
-2,173 Closed
0 $0
Q2 2019

Aug 05, 2019

BUY
$80.8 - $98.61 $175,578 - $214,279
2,173 New
2,173 $203,000

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
Track This Portfolio

Track West Branch Capital LLC Portfolio

Follow West Branch Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Branch Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Branch Capital LLC with notifications on news.