MITCHELL & PAHL PRIVATE WEALTH, LLC PSX Holdings History
MITCHELL & PAHL PRIVATE WEALTH, LLC's Phillips 66 Holding Summary
As of 2025-06-30, MITCHELL & PAHL PRIVATE WEALTH, LLC held 20,377.00 shares of Phillips 66(PSX), totaling $2.43 Mil. This investment constitutes 1.07% of their stock portfolio, and MITCHELL & PAHL PRIVATE WEALTH, LLC now holds 0.01% of the outstanding Phillips 66(PSX) stock.
The initial trade took place in 2020Q4. And since then MITCHELL & PAHL PRIVATE WEALTH, LLC has made 15 purchases of PSX, at an average price of $78.60, for a total of 21,228.00 shares. In addition, there have been 3 sales at an average price of $126.73 for 851.00 shares. Based on historical transaction data and PSX's current price of $125.18, MITCHELL & PAHL PRIVATE WEALTH, LLC's estimated gain on his PSX holdings is $990,123.19, reflecting a 59.34% gain to date.
MITCHELL & PAHL PRIVATE WEALTH, LLC PSX ($125.18) Holding Chart
MITCHELL & PAHL PRIVATE WEALTH, LLC PSX ($125.18) 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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