Bogart Wealth, LLC Phillips 66 Transaction History

Bogart Wealth, LLC

  • $1.98 Billion
  • Q2 2024

A detailed history of Bogart Wealth, LLC transactions in Phillips 66 stock. As of the latest transaction made, Bogart Wealth, LLC holds 65 shares of PSX stock, worth $8,543. This represents 0.0% of its overall portfolio holdings.

Number of Shares
65
Previous 65 -0.0%
Holding current value
$8,543
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,957
Shares Held
304M
Call Options Held
2.76M
Put Options Held
2.35M
View Full List

About Phillips 66

PSX Quotes by TradingView
  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $63.2B
  • 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
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