A detailed history of Tradition Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 2,048 shares of PSX stock, worth $228,515. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,048
Previous 2,349 12.81%
Holding current value
$228,515
Previous $331,000 18.73%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$125.0 - $147.17 $37,625 - $44,298
-301 Reduced 12.81%
2,048 $269,000
Q2 2024

Aug 12, 2024

BUY
$135.85 - $172.71 $104,061 - $132,295
766 Added 48.39%
2,349 $331,000
Q1 2024

May 13, 2024

SELL
$127.67 - $163.34 $31,662 - $40,508
-248 Reduced 13.54%
1,583 $258,000
Q4 2023

Feb 12, 2024

SELL
$109.19 - $135.72 $5,022 - $6,243
-46 Reduced 2.45%
1,831 $244,000
Q3 2023

Nov 13, 2023

BUY
$95.4 - $124.28 $667 - $869
7 Added 0.37%
1,877 $226,000
Q2 2023

Aug 14, 2023

BUY
$90.81 - $106.46 $6,265 - $7,345
69 Added 3.83%
1,870 $178,000
Q1 2023

May 11, 2023

BUY
$93.54 - $111.49 $8,231 - $9,811
88 Added 5.14%
1,801 $183,000
Q4 2022

Feb 03, 2023

SELL
$84.58 - $112.31 $15,985 - $21,226
-189 Reduced 9.94%
1,713 $178,000
Q3 2022

Nov 14, 2022

BUY
$74.16 - $93.57 $53,840 - $67,931
726 Added 61.73%
1,902 $154,000
Q2 2022

Aug 02, 2022

BUY
$81.02 - $110.25 $89,040 - $121,164
1,099 Added 1427.27%
1,176 $96,000
Q3 2021

Nov 12, 2021

BUY
$64.27 - $87.9 $1,092 - $1,494
17 Added 28.33%
77 $5,000
Q2 2021

Aug 09, 2021

BUY
$74.95 - $92.56 $4,497 - $5,553
60 New
60 $5,000
Q1 2021

May 14, 2021

SELL
$67.38 - $88.66 $4,042 - $5,319
-60 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$44.22 - $70.86 $2,653 - $4,251
60 New
60 $4,000

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 $53.7B
  • 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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