A detailed history of Wetherby Asset Management Inc transactions in Phillips 66 stock. As of the latest transaction made, Wetherby Asset Management Inc holds 12,584 shares of PSX stock, worth $1.68 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,584
Previous 12,910 2.53%
Holding current value
$1.68 Million
Previous $1.82 Million 9.22%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 14, 2024

SELL
$125.0 - $147.17 $40,750 - $47,977
-326 Reduced 2.53%
12,584 $1.65 Million
Q2 2024

Aug 14, 2024

BUY
$135.85 - $172.71 $7,607 - $9,671
56 Added 0.44%
12,910 $1.82 Million
Q1 2024

May 15, 2024

SELL
$127.67 - $163.34 $5,362 - $6,860
-42 Reduced 0.33%
12,854 $2.1 Million
Q4 2023

Feb 14, 2024

BUY
$109.19 - $135.72 $39,963 - $49,673
366 Added 2.92%
12,896 $1.72 Million
Q3 2023

Nov 14, 2023

SELL
$95.4 - $124.28 $17,649 - $22,991
-185 Reduced 1.45%
12,530 $1.51 Million
Q2 2023

Aug 14, 2023

SELL
$90.81 - $106.46 $33,418 - $39,177
-368 Reduced 2.81%
12,715 $1.21 Million
Q1 2023

May 12, 2023

BUY
$93.54 - $111.49 $12,534 - $14,939
134 Added 1.03%
13,083 $1.33 Million
Q4 2022

Feb 14, 2023

BUY
$84.58 - $112.31 $73,161 - $97,148
865 Added 7.16%
12,949 $1.35 Million
Q3 2022

Nov 14, 2022

BUY
$74.16 - $93.57 $87,434 - $110,319
1,179 Added 10.81%
12,084 $975,000
Q2 2022

Aug 15, 2022

SELL
$81.02 - $110.25 $101,599 - $138,253
-1,254 Reduced 10.31%
10,905 $894,000
Q1 2022

May 16, 2022

BUY
$75.34 - $93.2 $117,003 - $144,739
1,553 Added 14.64%
12,159 $1.05 Million
Q4 2021

Feb 14, 2022

BUY
$68.67 - $83.73 $78,009 - $95,117
1,136 Added 12.0%
10,606 $769,000
Q3 2021

Nov 15, 2021

BUY
$64.27 - $87.9 $4,177 - $5,713
65 Added 0.69%
9,470 $663,000
Q2 2021

Aug 16, 2021

BUY
$74.95 - $92.56 $26,232 - $32,396
350 Added 3.87%
9,405 $807,000
Q1 2021

May 14, 2021

SELL
$67.38 - $88.66 $2,425 - $3,191
-36 Reduced 0.4%
9,055 $739,000
Q4 2020

Feb 11, 2021

BUY
$44.22 - $70.86 $361,940 - $579,989
8,185 Added 903.42%
9,091 $636,000
Q3 2020

Dec 16, 2020

SELL
$51.84 - $69.11 $391,340 - $521,711
-7,549 Reduced 89.28%
906 $47,000
Q3 2020

Dec 16, 2020

SELL
$51.84 - $69.11 $50,336 - $67,105
-971 Reduced 10.3%
8,455 $438,000
Q3 2020

Nov 13, 2020

SELL
$51.84 - $69.11 $29,030 - $38,701
-560 Reduced 5.61%
9,426 $489,000
Q2 2020

Aug 14, 2020

SELL
$49.51 - $89.73 $14,952 - $27,098
-302 Reduced 2.94%
9,986 $718,000
Q1 2020

May 06, 2020

SELL
$42.09 - $112.2 $50,634 - $134,976
-1,203 Reduced 10.47%
10,288 $552,000
Q4 2019

Jan 28, 2020

SELL
$98.24 - $119.7 $18,174 - $22,144
-185 Reduced 1.58%
11,491 $1.28 Million
Q3 2019

Oct 31, 2019

BUY
$94.06 - $105.06 $55,777 - $62,300
593 Added 5.35%
11,676 $1.2 Million
Q2 2019

Jul 25, 2019

SELL
$80.8 - $98.61 $55,752 - $68,040
-690 Reduced 5.86%
11,083 $1.04 Million
Q1 2019

May 09, 2019

SELL
$86.9 - $98.89 $15,989 - $18,195
-184 Reduced 1.54%
11,773 $1.12 Million
Q4 2018

Jan 30, 2019

BUY
$78.5 - $118.47 $26,690 - $40,279
340 Added 2.93%
11,957 $1.03 Million
Q3 2018

Nov 07, 2018

SELL
$109.36 - $123.34 $2,624 - $2,960
-24 Reduced 0.21%
11,617 $1.31 Million
Q2 2018

Jul 24, 2018

BUY
$94.95 - $121.87 $18,420 - $23,642
194 Added 1.69%
11,641 $1.31 Million
Q1 2018

May 04, 2018

BUY
$89.58 - $106.9 $15,407 - $18,386
172 Added 1.53%
11,447 $1.1 Million
Q4 2017

Feb 09, 2018

SELL
$90.24 - $102.06 $7,038 - $7,960
-78 Reduced 0.69%
11,275 $1.14 Million
Q3 2017

Nov 13, 2017

BUY
$80.89 - $91.8 $918,344 - $1.04 Million
11,353
11,353 $1.04 Million

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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