A detailed history of Beaird Harris Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 734 shares of PSX stock, worth $83,624. This represents 0.01% of its overall portfolio holdings.

Number of Shares
734
Previous 3,658 79.93%
Holding current value
$83,624
Previous $516,000 81.4%
% of portfolio
0.01%
Previous 0.05%

Shares

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

Dec 02, 2024

SELL
$125.0 - $147.17 $365,500 - $430,325
-2,924 Reduced 79.93%
734 $96,000
Q2 2024

Aug 15, 2024

SELL
$135.85 - $172.71 $543 - $690
-4 Reduced 0.11%
3,658 $516,000
Q4 2023

Feb 27, 2024

BUY
$109.19 - $135.72 $436 - $542
4 Added 0.11%
3,662 $487,000
Q2 2023

Jul 26, 2023

SELL
$90.81 - $106.46 $181 - $212
-2 Reduced 0.05%
3,658 $348,000
Q3 2022

Nov 02, 2022

BUY
$74.16 - $93.57 $216,992 - $273,785
2,926 Added 398.64%
3,660 $295,000
Q2 2022

Aug 12, 2022

SELL
$81.02 - $110.25 $237,064 - $322,591
-2,926 Reduced 79.95%
734 $60,000
Q4 2021

May 17, 2022

BUY
$68.67 - $83.73 $251,332 - $306,451
3,660 New
3,660 $265,000

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 $54.8B
  • 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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