Mattern Wealth Management LLC Phillips 66 Transaction History

Mattern Wealth Management LLC

  • $422 Million
  • Q4 2024

A detailed history of Mattern Wealth Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Mattern Wealth Management LLC holds 19,988 shares of PSX stock, worth $2.44 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
19,988
Previous 20,907 4.4%
Holding current value
$2.44 Million
Previous $2.75 Million 17.14%
% of portfolio
0.54%
Previous 0.65%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$110.35 - $138.93 $101,411 - $127,676
-919 Reduced 4.4%
19,988 $2.28 Million
Q3 2024

Oct 21, 2024
SELL
$125.0 - $147.17 $1.71 Million - $2.02 Million
-13,715 Reduced 39.61%
20,907 $2.75 Million
Q2 2024

Jul 17, 2024
SELL
$135.85 - $172.71 $280,258 - $356,300
-2,063 Reduced 5.62%
34,622 $4.89 Million
Q1 2024

May 13, 2024
BUY
$127.67 - $163.34 $9,447 - $12,087
74 Added 0.2%
36,685 $5.99 Million
Q4 2023

Feb 12, 2024
BUY
$109.19 - $135.72 $135,068 - $167,885
1,237 Added 3.5%
36,611 $4.87 Million
Q3 2023

Nov 01, 2023
BUY
$95.4 - $124.28 $67,734 - $88,238
710 Added 2.05%
35,374 $4.25 Million
Q2 2023

Jul 26, 2023
BUY
$90.81 - $106.46 $388,303 - $455,222
4,276 Added 14.07%
34,664 $3.31 Million
Q1 2023

May 05, 2023
SELL
$93.54 - $111.49 $6,267 - $7,469
-67 Reduced 0.22%
30,388 $3.08 Million
Q4 2022

Feb 06, 2023
BUY
$84.58 - $112.31 $305,841 - $406,112
3,616 Added 13.47%
30,455 $3.17 Million
Q3 2022

Nov 01, 2022
BUY
$74.16 - $93.57 $32,333 - $40,796
436 Added 1.65%
26,839 $2.17 Million
Q2 2022

Jul 25, 2022
BUY
$81.02 - $110.25 $70,487 - $95,917
870 Added 3.41%
26,403 $2.17 Million
Q1 2022

Apr 14, 2022
BUY
$75.34 - $93.2 $483,080 - $597,598
6,412 Added 33.53%
25,533 $2.21 Million
Q4 2021

Jan 27, 2022
BUY
$68.67 - $83.73 $27,468 - $33,492
400 Added 2.14%
19,121 $1.39 Million
Q3 2021

Oct 13, 2021
SELL
$64.27 - $87.9 $19,152 - $26,194
-298 Reduced 1.57%
18,721 $1.31 Million
Q2 2021

Jul 27, 2021
BUY
$74.95 - $92.56 $386,442 - $477,239
5,156 Added 37.19%
19,019 $1.42 Million
Q1 2021

May 13, 2021
SELL
$67.38 - $88.66 $219,254 - $288,499
-3,254 Reduced 19.01%
13,863 $1.13 Million
Q4 2020

Feb 12, 2021
BUY
$44.22 - $70.86 $12,116 - $19,415
274 Added 1.63%
17,117 $1.2 Million
Q3 2020

Nov 12, 2020
BUY
$51.84 - $69.11 $2,280 - $3,040
44 Added 0.26%
16,843 $873,000
Q2 2020

Jul 29, 2020
SELL
$49.51 - $89.73 $111,744 - $202,520
-2,257 Reduced 11.84%
16,799 $1.21 Million
Q1 2020

May 13, 2020
BUY
$42.09 - $112.2 $26,432 - $70,461
628 Added 3.41%
19,056 $1.02 Million
Q4 2019

Feb 12, 2020
BUY
$98.24 - $119.7 $1.81 Million - $2.21 Million
18,428 New
18,428 $2.05 Million

Others Institutions Holding PSX

# of Institutions
1,941
Shares Held
282M
Call Options Held
2.54M
Put Options Held
2.35M
View Full List

About Phillips 66

PSX Quotes by TradingView
  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $58.6B
  • 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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