A detailed history of Live Oak Private Wealth LLC transactions in Phillips 66 stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 1,991 shares of PSX stock, worth $283,359. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,991
Holding current value
$283,359
% of portfolio
0.04%

Shares

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

Oct 17, 2025

BUY
$118.37 - $139.46 $235,674 - $277,664
1,991 New
1,991 $270,000

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
Track This Portfolio

Track Live Oak Private Wealth LLC Portfolio

Follow Live Oak Private Wealth 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 Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.