Baker Tilly Wealth Management, LLC Phillips 66 Transaction History

Baker Tilly Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$109.19 - $135.72 $68,680 - $85,367	-629 Reduced 27.66%	1,645 $219,000
Q3 2023 Oct 10, 2023	SELL	$95.4 - $124.28 $253,000 - $329,590	-2,652 Reduced 53.84%	2,274 $273,000
Q2 2023 Jul 20, 2023	SELL	$90.81 - $106.46 $16,345 - $19,162	-180 Reduced 3.53%	4,926 $469,000
Q1 2023 Apr 12, 2023	SELL	$93.54 - $111.49 $68,284 - $81,387	-730 Reduced 12.51%	5,106 $517,000
Q4 2022 Jan 26, 2023	BUY	$84.58 - $112.31 $4,229 - $5,615	50 Added 0.86%	5,836 $0
Q3 2022 Oct 20, 2022	SELL	$74.16 - $93.57 $78,461 - $98,997	-1,058 Reduced 15.46%	5,786 $467,000
Q2 2022 Jul 28, 2022	BUY	$81.02 - $110.25 $30,787 - $41,895	380 Added 5.88%	6,844 $561,000
Q1 2022 Apr 27, 2022	SELL	$75.34 - $93.2 $21,396 - $26,468	-284 Reduced 4.21%	6,464 $558,000
Q4 2021 Feb 08, 2022	SELL	$68.67 - $83.73 $33,373 - $40,692	-486 Reduced 6.72%	6,748 $489,000
Q3 2021 Nov 02, 2021	BUY	$64.27 - $87.9 $59,899 - $81,922	932 Added 14.79%	7,234 $507,000
Q2 2021 Jul 30, 2021	BUY	$74.95 - $92.56 $13,565 - $16,753	181 Added 2.96%	6,302 $541,000
Q1 2021 Apr 28, 2021	BUY	$67.38 - $88.66 $199,175 - $262,078	2,956 Added 93.4%	6,121 $499,000
Q4 2020 Feb 03, 2021	BUY	$44.22 - $70.86 $139,956 - $224,271	3,165 New	3,165 $221,000

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 ...

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.