A detailed history of Moss Adams Wealth Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 2,243 shares of PSX stock, worth $269,182. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,243
Previous 1,996 12.37%
Holding current value
$269,182
Previous $282 Million 4.64%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 17, 2024

BUY
$125.0 - $147.17 $30,875 - $36,350
247 Added 12.37%
2,243 $295 Million
Q2 2024

Jul 23, 2024

BUY
$135.85 - $172.71 $4,890 - $6,217
36 Added 1.84%
1,996 $282 Million
Q1 2024

May 07, 2024

BUY
$127.67 - $163.34 $250,233 - $320,146
1,960 New
1,960 $320 Million

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 $57.7B
  • 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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