A detailed history of Biltmore Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 3,568 shares of PSX stock, worth $398,117. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,568
Previous 3,396 5.06%
Holding current value
$398,117
Previous $479,000 2.3%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Oct 04, 2024

BUY
$125.0 - $147.17 $21,500 - $25,313
172 Added 5.06%
3,568 $468,000
Q2 2024

Jul 12, 2024

BUY
$135.85 - $172.71 $461,346 - $586,523
3,396 New
3,396 $479,000

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 $53.7B
  • 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 Biltmore Wealth Management, LLC Portfolio

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

News

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