A detailed history of New Wave Wealth Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 1,626 shares of PSX stock, worth $200,128. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,626
Previous 1,749 7.03%
Holding current value
$200,128
Previous $230 Million 19.41%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Jan 23, 2025

SELL
$110.35 - $138.93 $13,573 - $17,088
-123 Reduced 7.03%
1,626 $185 Million
Q3 2024

Oct 23, 2024

SELL
$125.0 - $147.17 $34,750 - $40,913
-278 Reduced 13.71%
1,749 $230 Million
Q2 2024

Aug 27, 2024

BUY
$135.85 - $172.71 $275,367 - $350,083
2,027 New
2,027 $286 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 $59.2B
  • 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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