Phillips Wealth Planners LLC increased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 25.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 835 shares of the industrial products company’s stock after acquiring an additional 169 shares during the […]

Phillips Wealth Planners LLC increased its position in Prologis, Inc. (NYSE:PLD – Free Report) by 26.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,219 shares of the real estate investment trust’s stock after buying an additional 870 shares during the quarter. Phillips […]

Phillips Wealth Planners LLC raised its position in shares of RTX Co. (NYSE:RTX – Free Report) by 7.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,406 shares of the company’s stock after acquiring an additional 243 shares during the quarter. […]

Phillips Wealth Planners LLC raised its position in Chevron Co. (NYSE:CVX – Free Report) by 13.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 7,946 shares of the oil and gas company’s stock after buying an additional 950 shares during the […]

Phillips Wealth Planners LLC decreased its stake in shares of The Progressive Co. (NYSE:PGR – Free Report) by 10.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,295 shares of the insurance provider’s stock after selling 264 shares during the quarter. Phillips […]

Phillips Wealth Planners LLC cut its position in IDACORP, Inc. (NYSE:IDA – Free Report) by 4.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 3,452 shares of the energy company’s stock after selling 162 shares during the period. Phillips Wealth Planners LLC’s holdings in IDACORP were worth […]