Number of Shares
92,186.00
Current Holdings Value*
$11.38 Mil
% of Portfolio
1.45%
Total Estimate Gain
$3.68 Mil
% of Total Estimate Gain
32.59%

MATTERN CAPITAL MANAGEMENT, LLC's Phillips 66 Holding Summary

As of 2025-03-31, MATTERN CAPITAL MANAGEMENT, LLC held 92,186.00 shares of Phillips 66(PSX), totaling $11.38 Mil. This investment constitutes 1.45% of their stock portfolio, and MATTERN CAPITAL MANAGEMENT, LLC now holds 0.02% of the outstanding Phillips 66(PSX) stock.

The initial trade took place in 2019Q4. And since then MATTERN CAPITAL MANAGEMENT, LLC has made 12 purchases of PSX, at an average price of $92.62, for a total of 121,848.00 shares. In addition, there have been 9 sales at an average price of $113.19 for 29,662.00 shares. Based on historical transaction data and PSX's current price of $125.90, MATTERN CAPITAL MANAGEMENT, LLC's estimated gain on his PSX holdings is $3.68 Mil, reflecting a 32.59% gain to date.

MATTERN CAPITAL MANAGEMENT, LLC PSX ($125.90) Holding Chart

MATTERN CAPITAL MANAGEMENT, LLC PSX ($125.90) 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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