A detailed history of Garrett Wealth Advisory Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 6,265 shares of PSX stock, worth $713,771. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,265
Previous 6,184 1.31%
Holding current value
$713,771
Previous $872,000 5.62%
% of portfolio
0.2%
Previous 0.32%

Shares

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

Oct 31, 2024

BUY
$125.0 - $147.17 $10,125 - $11,920
81 Added 1.31%
6,265 $823,000
Q2 2024

Jul 19, 2024

BUY
$135.85 - $172.71 $840,096 - $1.07 Million
6,184 New
6,184 $872,000
Q4 2019

Jan 28, 2020

SELL
$98.24 - $119.7 $14,441 - $17,595
-147 Closed
0 $0
Q3 2019

Oct 18, 2019

BUY
$94.06 - $105.06 $13,826 - $15,443
147 New
147 $15,000

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
Track This Portfolio

Track Garrett Wealth Advisory Group, LLC Portfolio

Follow Garrett Wealth Advisory Group, 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 Garrett Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Garrett Wealth Advisory Group, LLC with notifications on news.