A detailed history of Simplicity Wealth,Llc transactions in Phillips 66 stock. As of the latest transaction made, Simplicity Wealth,Llc holds 5,125 shares of PSX stock, worth $729,390. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,125
Previous 4,484 14.3%
Holding current value
$729,390
Previous $534,000 30.52%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Oct 30, 2025

BUY
$118.37 - $139.46 $75,875 - $89,393
641 Added 14.3%
5,125 $697,000
Q2 2025

Jul 22, 2025

BUY
$92.87 - $125.73 $136,611 - $184,948
1,471 Added 48.82%
4,484 $534,000
Q1 2025

Apr 14, 2025

BUY
$113.93 - $131.55 $343,271 - $396,360
3,013 New
3,013 $372,000
Q2 2024

Jul 10, 2024

BUY
$135.85 - $172.71 $40,890 - $51,985
301 Added 3.49%
8,924 $1.26 Million
Q1 2024

Apr 24, 2024

BUY
$127.67 - $163.34 $1.1 Million - $1.41 Million
8,623 New
8,623 $1.41 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 $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
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