Number of Shares
20,629.00
Current Holdings Value*
$2.55 Mil
% of Portfolio
0.65%
Total Estimate Gain
$126,944.62
% of Total Estimate Gain
5.04%

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 $127.85, Compass Wealth Management LLC's estimated gain on his PSX holdings is $126,944.62, reflecting a 5.04% gain to date.

Compass Wealth Management LLC PSX ($127.85) Holding Chart

Compass Wealth Management LLC PSX ($127.85) 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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