A detailed history of Worth Financial Advisory Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,434 shares of PSX stock, worth $724,243. This represents 0.42% of its overall portfolio holdings.

Number of Shares
5,434
Previous 5,361 1.36%
Holding current value
$724,243
Previous $757 Million 5.62%
% of portfolio
0.42%
Previous 0.5%

Shares

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

Oct 24, 2024

BUY
$125.0 - $147.17 $9,125 - $10,743
73 Added 1.36%
5,434 $714 Million
Q2 2024

Jul 26, 2024

BUY
$135.85 - $172.71 $4,754 - $6,044
35 Added 0.66%
5,361 $757 Million
Q1 2024

Apr 30, 2024

BUY
$127.67 - $163.34 $45,322 - $57,985
355 Added 7.14%
5,326 $870 Million
Q4 2023

Jan 19, 2024

SELL
$109.19 - $135.72 $65,404 - $81,296
-599 Reduced 10.75%
4,971 $662 Million
Q2 2023

Jul 28, 2023

SELL
$90.81 - $106.46 $15,891 - $18,630
-175 Reduced 3.05%
5,570 $531 Million
Q1 2023

Apr 19, 2023

SELL
$93.54 - $111.49 $23,010 - $27,426
-246 Reduced 4.11%
5,745 $582 Million
Q4 2022

Feb 13, 2023

BUY
$84.58 - $112.31 $506,718 - $672,849
5,991 New
5,991 $624 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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