Western Pacific Wealth Management, LP PSX Holdings History
Western Pacific Wealth Management, LP's Phillips 66 Holding Summary
As of 2025-06-30, Western Pacific Wealth Management, LP held 95.00 shares of Phillips 66(PSX), totaling $11,330.00. This investment constitutes 0.01% of their stock portfolio, and Western Pacific Wealth Management, LP now holds 0% of the outstanding Phillips 66(PSX) stock.
The initial trade took place in 2021Q4. And since then Western Pacific Wealth Management, LP has made 3 purchases of PSX, at an average price of $126.99, for a total of 3,375.00 shares. In addition, there have been 2 sales at an average price of $110.08 for 3,280.00 shares. Based on historical transaction data and PSX's current price of $125.90, Western Pacific Wealth Management, LP's estimated gain on his PSX holdings is $-55,581.05, reflecting a -12.97% gain to date.
Western Pacific Wealth Management, LP PSX ($125.90) Holding Chart
Western Pacific Wealth Management, LP 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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