A detailed history of Valued Wealth Advisors LLC transactions in Phillips 66 stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 85 shares of PSX stock, worth $9,537. This represents 0.01% of its overall portfolio holdings.

Number of Shares
85
Previous 122 30.33%
Holding current value
$9,537
Previous $17.2 Million 35.09%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 28, 2024

SELL
$125.0 - $147.17 $4,625 - $5,445
-37 Reduced 30.33%
85 $11.2 Million
Q2 2024

Jul 16, 2024

BUY
$135.85 - $172.71 $3,939 - $5,008
29 Added 31.18%
122 $17.2 Million
Q1 2024

Apr 30, 2024

BUY
$127.67 - $163.34 $5,489 - $7,023
43 Added 86.0%
93 $15.2 Million
Q4 2023

Jan 05, 2024

BUY
$109.19 - $135.72 $5,459 - $6,786
50 New
50 $6.01 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 $54B
  • 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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