Meristem Family Wealth, LLC Phillips 66 Transaction History

Meristem Family Wealth, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$74.16 - $93.57 $393,418 - $496,388	-5,305 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$75.34 - $93.2 $29,608 - $36,627	-393 Reduced 6.9%	5,305 $458,000
Q3 2021 Nov 15, 2021	BUY	$64.27 - $87.9 $120,056 - $164,197	1,868 Added 48.77%	5,698 $399,000
Q2 2021 Aug 06, 2021	BUY	$74.95 - $92.56 $287,058 - $354,504	3,830 New	3,830 $329,000
Q1 2020 May 12, 2020	SELL	$42.09 - $112.2 $85,653 - $228,327	-2,035 Closed	0 $0
Q4 2019 Jan 31, 2020	SELL	$98.24 - $119.7 $17,879 - $21,785	-182 Reduced 8.21%	2,035 $227,000
Q3 2019 Nov 08, 2019	BUY	$94.06 - $105.06 $208,531 - $232,918	2,217 New	2,217 $227,000
Q4 2018 Feb 07, 2019	SELL	$78.5 - $118.47 $157,392 - $237,532	-2,005 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	$94.95 - $121.87 $190,374 - $244,349	2,005 New	2,005 $225,000

1,958

282M

2.55M

2.36M

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $64.1B
Description
Phillips 66 operates as an energy manufacturing and logistics company. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil ...

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