A detailed history of Epg Wealth Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Epg Wealth Management LLC holds 4,895 shares of PSX stock, worth $546,184. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,895
Previous 0 Infinity%
Holding current value
$546,184
Previous $0 Infinity%
% of portfolio
0.16%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$125.0 - $147.17 $611,875 - $720,397
4,895 New
4,895 $643 Million
Q2 2024

Aug 13, 2024

SELL
$135.85 - $172.71 $637,815 - $810,873
-4,695 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$127.67 - $163.34 $47,110 - $60,272
369 Added 8.53%
4,695 $766,000
Q4 2023

Feb 14, 2024

BUY
$109.19 - $135.72 $472,355 - $587,124
4,326 New
4,326 $575,000
Q2 2020

Aug 06, 2020

SELL
$49.51 - $89.73 $21,784 - $39,481
-440 Closed
0 $0
Q1 2020

May 05, 2020

BUY
$42.09 - $112.2 $2,062 - $5,497
49 Added 12.53%
440 $23,000
Q4 2019

Feb 14, 2020

BUY
$98.24 - $119.7 $38,411 - $46,802
391 New
391 $44,000

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
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