A detailed history of Wedmont Private Capital transactions in Phillips 66 stock. As of the latest transaction made, Wedmont Private Capital holds 6,009 shares of PSX stock, worth $670,484. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,009
Previous 7,294 17.62%
Holding current value
$670,484
Previous $1.03 Million 23.32%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Oct 08, 2024

SELL
$125.0 - $147.17 $160,625 - $189,113
-1,285 Reduced 17.62%
6,009 $789,000
Q2 2024

Jul 15, 2024

BUY
$135.85 - $172.71 $318,024 - $404,314
2,341 Added 47.26%
7,294 $1.03 Million
Q1 2024

Apr 10, 2024

BUY
$127.67 - $163.34 $106,093 - $135,735
831 Added 20.16%
4,953 $809,000
Q4 2023

Jan 09, 2024

BUY
$109.19 - $135.72 $107,333 - $133,412
983 Added 31.32%
4,122 $548,000
Q3 2023

Oct 10, 2023

BUY
$95.4 - $124.28 $25,758 - $33,555
270 Added 9.41%
3,139 $377,000
Q2 2023

Jul 17, 2023

SELL
$90.81 - $106.46 $79,640 - $93,365
-877 Reduced 23.41%
2,869 $273,000
Q1 2023

Apr 11, 2023

BUY
$93.54 - $111.49 $99,713 - $118,848
1,066 Added 39.78%
3,746 $379,000
Q4 2022

Jan 09, 2023

BUY
$84.58 - $112.31 $226,674 - $300,990
2,680 New
2,680 $0

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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