Number of Shares
3,131.00
Current Holdings Value*
$390,000.00
% of Portfolio
0.2%
Total Estimate Gain
$128,229.93
% of Total Estimate Gain
8.69%

Beaton Management Co. Inc.'s Phillips 66 Holding Summary

As of 2025-03-31, Beaton Management Co. Inc. held 3,131.00 shares of Phillips 66(PSX), totaling $390,000.00. This investment constitutes 0.2% of their stock portfolio, and Beaton Management Co. Inc. now holds 0% of the outstanding Phillips 66(PSX) stock.

The initial trade took place in 2018Q2. And since then Beaton Management Co. Inc. has made 6 purchases of PSX, at an average price of $88.89, for a total of 16,605.00 shares. In addition, there have been 8 sales at an average price of $89.70 for 13,474.00 shares. Based on historical transaction data and PSX's current price of $126.35, Beaton Management Co. Inc.'s estimated gain on his PSX holdings is $128,229.93, reflecting a 8.69% gain to date.

Beaton Management Co. Inc. PSX ($126.35) Holding Chart

Beaton Management Co. Inc. PSX ($126.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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