Bernardo Wealth Planning LLC Phillips 66 Transaction History

Bernardo Wealth Planning LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 23, 2020	SELL	$51.84 - $69.11 $160,237 - $213,619	-3,091 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$49.51 - $89.73 $153,035 - $277,355	3,091 New	3,091 $222,000
Q1 2020 May 01, 2020	SELL	$42.09 - $112.2 $155,859 - $415,476	-3,703 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$98.24 - $119.7 $491 - $598	-5 Reduced 0.13%	3,703 $412,000
Q3 2019 Nov 04, 2019	SELL	$94.06 - $105.06 $53,049 - $59,253	-564 Reduced 13.2%	3,708 $379,000
Q2 2019 Aug 13, 2019	SELL	$80.8 - $98.61 $9,615 - $11,734	-119 Reduced 2.71%	4,272 $400,000
Q1 2019 May 08, 2019	BUY	$86.9 - $98.89 $4,431 - $5,043	51 Added 1.18%	4,391 $418,000
Q4 2018 Feb 14, 2019	BUY	$78.5 - $118.47 $340,690 - $514,159	4,340 New	4,340 $374,000

1,938

282M

2.55M

2.35M

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $59.3B
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 Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

Stay updated on Bernardo Wealth Planning LLC with notifications on news.