RMR Wealth Builders PSX Holdings History

Number of Shares
21,576.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
0.23%
Total Estimate Gain
$257,130.21
% of Total Estimate Gain
9.49%

RMR Wealth Builders's Phillips 66 Holding Summary

As of 2025-06-30, RMR Wealth Builders held 21,576.00 shares of Phillips 66(PSX), totaling $2.57 Mil. This investment constitutes 0.23% of their stock portfolio, and RMR Wealth Builders now holds 0.01% of the outstanding Phillips 66(PSX) stock.

The initial trade took place in 2019Q4. And since then RMR Wealth Builders has made 3 purchases of PSX, at an average price of $108.90, for a total of 24,889.00 shares. In addition, there have been 3 sales at an average price of $73.45 for 3,313.00 shares. Based on historical transaction data and PSX's current price of $126.27, RMR Wealth Builders's estimated gain on his PSX holdings is $257,130.21, reflecting a 9.49% gain to date.

RMR Wealth Builders PSX ($126.27) Holding Chart

RMR Wealth Builders PSX ($126.27) 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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