A detailed history of Cassaday & CO Wealth Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 1,958 shares of PSX stock, worth $239,013. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,958
Previous 1,958 -0.0%
Holding current value
$239,013
Previous $319,000 13.48%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 06, 2023

BUY
$95.4 - $124.28 $186,793 - $243,340
1,958 New
1,958 $235,000
Q4 2022

Feb 07, 2023

BUY
$84.58 - $112.31 $165,438 - $219,678
1,956 New
1,956 $0

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 $58.7B
  • 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
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