A detailed history of Western Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Western Wealth Management, LLC holds 14,380 shares of PSX stock, worth $1.92 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,380
Previous 4,068 253.49%
Holding current value
$1.92 Million
Previous $574,000 229.27%
% of portfolio
0.11%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$125.0 - $147.17 $1.29 Million - $1.52 Million
10,312 Added 253.49%
14,380 $1.89 Million
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

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 Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.