Apcm Wealth Management For Individuals Phillips 66 Transaction History

Apcm Wealth Management For Individuals

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	BUY	$109.19 - $135.72 $177,106 - $220,137	1,622 New	1,622 $215,000
Q2 2023 Jul 28, 2023	BUY	$90.81 - $106.46 $3,359 - $3,939	37 Added 1.7%	2,212 $210,000
Q4 2022 Feb 01, 2023	BUY	$84.58 - $112.31 $183,961 - $244,274	2,175 New	2,175 $226,000
Q2 2022 Jul 15, 2022	SELL	$81.02 - $110.25 $256,590 - $349,161	-3,167 Closed	0 $0
Q1 2022 Apr 11, 2022	SELL	$75.34 - $93.2 $89,051 - $110,162	-1,182 Reduced 27.18%	3,167 $274,000
Q4 2021 Jan 19, 2022	BUY	$68.67 - $83.73 $27,193 - $33,157	396 Added 10.02%	4,349 $315,000
Q3 2021 Oct 21, 2021	BUY	$64.27 - $87.9 $58,614 - $80,164	912 Added 29.99%	3,953 $277,000
Q2 2021 Jul 13, 2021	SELL	$74.95 - $92.56 $343,870 - $424,665	-4,588 Reduced 60.14%	3,041 $261,000
Q1 2021 Apr 13, 2021	SELL	$67.38 - $88.66 $101,541 - $133,610	-1,507 Reduced 16.5%	7,629 $622,000
Q4 2020 Jan 12, 2021	SELL	$44.22 - $70.86 $1,105 - $1,771	-25 Reduced 0.27%	9,136 $639,000
Q3 2020 Oct 06, 2020	BUY	$51.84 - $69.11 $110,989 - $147,964	2,141 Added 30.5%	9,161 $475,000
Q2 2020 Aug 14, 2020	SELL	$49.51 - $89.73 $10,446 - $18,933	-211 Reduced 2.92%	7,020 $505,000
Q1 2020 May 15, 2020	BUY	$42.09 - $112.2 $182,418 - $486,274	4,334 Added 149.6%	7,231 $387,000
Q4 2019 Feb 11, 2020	BUY	$98.24 - $119.7 $284,601 - $346,770	2,897 New	2,897 $323,000

1,928

303M

2.76M

2.35M

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $58.7B
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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