A detailed history of Williams Jones Wealth Management, Llc. transactions in Phillips 66 stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 12,044 shares of PSX stock, worth $1.53 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,044
Previous 12,179 1.11%
Holding current value
$1.53 Million
Previous $1.99 Million 14.53%
% of portfolio
0.02%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$135.85 - $172.71 $18,339 - $23,315
-135 Reduced 1.11%
12,044 $1.7 Million
Q1 2024

May 07, 2024

BUY
$127.67 - $163.34 $33,066 - $42,305
259 Added 2.17%
12,179 $1.99 Million
Q4 2023

Feb 14, 2024

SELL
$109.19 - $135.72 $22,711 - $28,229
-208 Reduced 1.72%
11,920 $1.59 Million
Q1 2023

May 15, 2023

BUY
$93.54 - $111.49 $25,442 - $30,325
272 Added 2.29%
12,128 $1.23 Million
Q4 2022

Feb 14, 2023

BUY
$84.58 - $112.31 $44,658 - $59,299
528 Added 4.66%
11,856 $1.23 Million
Q3 2022

Nov 14, 2022

SELL
$74.16 - $93.57 $69,413 - $87,581
-936 Reduced 7.63%
11,328 $914,000
Q2 2022

Aug 15, 2022

BUY
$81.02 - $110.25 $627,986 - $854,547
7,751 Added 171.75%
12,264 $1.01 Million
Q1 2022

May 16, 2022

BUY
$75.34 - $93.2 $340,009 - $420,611
4,513 New
4,513 $390,000
Q1 2020

May 15, 2020

SELL
$42.09 - $112.2 $156,111 - $416,149
-3,709 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
$98.24 - $119.7 $58,944 - $71,820
-600 Reduced 13.92%
3,709 $413,000
Q3 2019

Nov 14, 2019

BUY
$94.06 - $105.06 $405,304 - $452,703
4,309 New
4,309 $441,000

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 $60.9B
  • 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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