Bogart Wealth, LLC Phillips 66 Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Phillips 66 stock. As of the latest transaction made, Bogart Wealth, LLC holds 100 shares of PSX stock, worth $11,037. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Previous 65 53.85%

Holding current value

$11,037

Previous $9,000 44.44%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$125.0 - $147.17 $4,375 - $5,150	35 Added 53.85%	100 $13,000
Q3 2023 Oct 30, 2023	SELL	$95.4 - $124.28 $95 - $124	-1 Reduced 1.52%	65 $7,000
Q2 2023 Jul 28, 2023	BUY	$90.81 - $106.46 $5,902 - $6,919	65 Added 6500.0%	66 $6,000
Q1 2023 Apr 21, 2023	SELL	$93.54 - $111.49 $4,677 - $5,574	-50 Reduced 98.04%	1 $0
Q4 2022 Feb 06, 2023	SELL	$84.58 - $112.31 $6,597 - $8,760	-78 Reduced 60.47%	51 $5,000
Q3 2022 Nov 03, 2022	BUY	$74.16 - $93.57 $5,784 - $7,298	78 Added 152.94%	129 $10,000
Q2 2022 Jul 22, 2022	BUY	$81.02 - $110.25 $4,051 - $5,512	50 Added 5000.0%	51 $4,000
Q1 2022 Apr 22, 2022	SELL	$75.34 - $93.2 $1,054 - $1,304	-14 Reduced 93.33%	1 $0
Q3 2021 Oct 15, 2021	SELL	$64.27 - $87.9 $8,933 - $12,218	-139 Reduced 90.26%	15 $1,000
Q1 2021 Apr 16, 2021	BUY	$67.38 - $88.66 $9,365 - $12,323	139 Added 926.67%	154 $13,000
Q4 2020 Jan 14, 2021	BUY	$44.22 - $70.86 $619 - $992	14 Added 1400.0%	15 $1,000
Q1 2020 Apr 20, 2020	SELL	$42.09 - $112.2 $42 - $112	-1 Reduced 50.0%	1 $0
Q2 2019 Jul 11, 2019	SELL	$80.8 - $98.61 $80 - $98	-1 Reduced 33.33%	2 $0
Q1 2019 Apr 08, 2019	SELL	$86.9 - $98.89 $2,780 - $3,164	-32 Reduced 91.43%	3 $0
Q4 2018 Jan 15, 2019	BUY	$78.5 - $118.47 $2,747 - $4,146	35 New	35 $3,000
Q3 2018 Oct 16, 2018	SELL	$109.36 - $123.34 $3,827 - $4,316	-35 Closed	0 $0
Q3 2017 Oct 12, 2017	BUY	$80.89 - $91.8 $2,831 - $3,213	35	35 $3,000

Others Institutions Holding PSX

# of Institutions

1,961

Shares Held

282M

Call Options Held

2.55M

Put Options Held

2.36M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $53.1B
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 ...

More about PSX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Account

Bogart Wealth, LLC Phillips 66 Transaction History