A detailed history of Dogwood Wealth Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 32 shares of PSX stock, worth $4,554. This represents 0.0% of its overall portfolio holdings.

Number of Shares
32
Previous 33 3.03%
Holding current value
$4,554
Previous $4.29 Million 1.47%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$118.37 - $139.46 $118 - $139
-1 Reduced 3.03%
32 $4.35 Million
Q2 2025

Jul 18, 2025

BUY
$92.87 - $125.73 $557 - $754
6 Added 22.22%
33 $4.29 Million
Q1 2025

Apr 30, 2025

SELL
$113.93 - $131.55 $516,330 - $596,184
-4,532 Reduced 99.41%
27 $3.33 Million
Q4 2024

Mar 04, 2025

BUY
$110.35 - $138.93 $503,085 - $633,381
4,559 New
4,559 $519 Million
Q3 2024

Feb 28, 2025

BUY
$125.0 - $147.17 $483,250 - $568,959
3,866 New
3,866 $508 Million
Q2 2024

Mar 04, 2025

SELL
$135.85 - $172.71 $525,196 - $667,696
-3,866 Closed
0 $8,000
Q1 2024

Feb 28, 2025

BUY
$127.67 - $163.34 $0 - $0
0 New
0 $9,000
Q4 2023

Feb 28, 2025

BUY
$109.19 - $135.72 $0 - $0
0 New
0 $12,000

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 $68.5B
  • 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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