A detailed history of Whipplewood Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 300 shares of PSX stock, worth $42,696. This represents 0.03% of its overall portfolio holdings.

Number of Shares
300
Previous 401 25.19%
Holding current value
$42,696
Previous $47.8 Million 14.7%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 06, 2025

SELL
$118.37 - $139.46 $11,955 - $14,085
-101 Reduced 25.19%
300 $40.8 Million
Q2 2025

Jul 31, 2025

BUY
$92.87 - $125.73 $7,150 - $9,681
77 Added 23.77%
401 $47.8 Million
Q1 2025

Apr 09, 2025

SELL
$113.93 - $131.55 $8,772 - $10,129
-77 Reduced 19.2%
324 $49.5 Million
Q4 2024

Feb 04, 2025

BUY
$110.35 - $138.93 $44,250 - $55,710
401 New
401 $45.7 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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