Compass Wealth Management LLC PSX Holdings History
Compass Wealth Management LLC's Phillips 66 Holding Summary
As of 2025-03-31, Compass Wealth Management LLC held 20,629.00 shares of Phillips 66(PSX), totaling $2.55 Mil. This investment constitutes 0.65% of their stock portfolio, and Compass Wealth Management LLC now holds 0.01% of the outstanding Phillips 66(PSX) stock.
The initial trade took place in 2022Q4. And since then Compass Wealth Management LLC has made 2 purchases of PSX, at an average price of $121.63, for a total of 20,711.00 shares. In addition, there have been 2 sales at an average price of $105.42 for 82.00 shares. Based on historical transaction data and PSX's current price of $127.13, Compass Wealth Management LLC's estimated gain on his PSX holdings is $111,988.60, reflecting a 4.45% gain to date.
Compass Wealth Management LLC PSX ($127.13) Holding Chart
Compass Wealth Management LLC PSX ($127.13) 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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