A detailed history of Wr Wealth Planners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 958 shares of PSX stock, worth $116,943. This represents 0.04% of its overall portfolio holdings.

Number of Shares
958
Previous 766 25.07%
Holding current value
$116,943
Previous $108,000 15.74%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 17, 2024

BUY
$125.0 - $147.17 $24,000 - $28,256
192 Added 25.07%
958 $125,000
Q2 2024

Jul 31, 2024

BUY
$135.85 - $172.71 $6,928 - $8,808
51 Added 7.13%
766 $108,000
Q1 2024

Jul 31, 2024

BUY
$127.67 - $163.34 $91,284 - $116,788
715 New
715 $116,000
Q3 2023

Aug 01, 2024

SELL
$95.4 - $124.28 $2,862 - $3,728
-30 Reduced 3.48%
833 $100 Million
Q2 2023

Aug 01, 2024

BUY
$90.81 - $106.46 $8,808 - $10,326
97 Added 12.66%
863 $82.3 Million
Q1 2023

Aug 01, 2024

BUY
$93.54 - $111.49 $6,921 - $8,250
74 Added 9.66%
840 $85.2 Million
Q3 2022

Oct 10, 2024

SELL
$74.16 - $93.57 $41,974 - $52,960
-566 Reduced 73.89%
200 $16.1 Million
Q1 2022

Oct 17, 2024

SELL
$75.34 - $93.2 $57,107 - $70,645
-758 Reduced 79.12%
200 $17.3 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 $58.7B
  • 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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