Western Wealth Management, LLC Phillips 66 Transaction History

Western Wealth Management, LLC

$1.33 Billion
Q2 2024

A detailed history of Western Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Western Wealth Management, LLC holds 4,068 shares of PSX stock, worth $541,003. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,068

Previous 4,029 0.97%

Holding current value

$541,003

Previous $658,000 12.77%

% of portfolio

0.04%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$135.85 - $172.71 $5,298 - $6,735	39 Added 0.97%	4,068 $574,000
Q1 2024 May 02, 2024	SELL	$127.67 - $163.34 $1.45 Million - $1.85 Million	-11,347 Reduced 73.8%	4,029 $658,000
Q4 2023 Jan 31, 2024	SELL	$109.19 - $135.72 $34,831 - $43,294	-319 Reduced 2.03%	15,376 $2.05 Million
Q3 2023 Nov 07, 2023	BUY	$95.4 - $124.28 $31,100 - $40,515	326 Added 2.12%	15,695 $1.89 Million
Q2 2023 Aug 30, 2023	BUY	$90.81 - $106.46 $132,673 - $155,538	1,461 Added 10.5%	15,369 $1.47 Million
Q1 2023 Aug 30, 2023	SELL	$93.54 - $111.49 $109,628 - $130,666	-1,172 Reduced 7.77%	13,908 $1.41 Million
Q4 2022 Feb 02, 2023	SELL	$84.58 - $112.31 $353,544 - $469,455	-4,180 Reduced 21.7%	15,080 $1.57 Million
Q3 2022 Nov 04, 2022	BUY	$74.16 - $93.57 $61,923 - $78,130	835 Added 4.53%	19,260 $1.81 Million
Q2 2022 Jul 18, 2022	BUY	$81.02 - $110.25 $242,249 - $329,647	2,990 Added 19.37%	18,425 $1.51 Million
Q1 2022 May 10, 2022	BUY	$75.34 - $93.2 $872,437 - $1.08 Million	11,580 Added 300.39%	15,435 $1.33 Million
Q4 2021 Feb 14, 2022	SELL	$68.67 - $83.73 $1,854 - $2,260	-27 Reduced 0.7%	3,855 $280,000
Q2 2021 Aug 09, 2021	BUY	$74.95 - $92.56 $290,955 - $359,317	3,882 New	3,882 $332,000

Others Institutions Holding PSX

# of Institutions

1,957

Shares Held

304M

Call Options Held

2.76M

Put Options Held

2.35M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $64B
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 ...

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Western Wealth Management, LLC Phillips 66 Transaction History