A detailed history of Uma Financial Services, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Uma Financial Services, Inc. holds 450 shares of PSX stock, worth $64,044. This represents 0.01% of its overall portfolio holdings.

Number of Shares
450
Previous 323 39.32%
Holding current value
$64,044
Previous $38,000 60.53%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2025

BUY
$118.37 - $139.46 $15,032 - $17,711
127 Added 39.32%
450 $61,000
Q2 2025

Jul 11, 2025

BUY
$92.87 - $125.73 $4,922 - $6,663
53 Added 19.63%
323 $38,000
Q1 2025

Apr 28, 2025

BUY
$113.93 - $131.55 $113 - $131
1 Added 0.37%
270 $33,000
Q4 2024

Feb 12, 2025

BUY
$110.35 - $138.93 $29,684 - $37,372
269 New
269 $30,000

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 $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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