Canvas Wealth Advisors, LLC Phillips 66 Transaction History

Canvas Wealth Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$127.67 - $163.34 $189,462 - $242,396	1,484 New	1,484 $242,000
Q2 2023 Jul 25, 2023	SELL	$90.81 - $106.46 $21,794 - $25,550	-240 Reduced 10.95%	1,952 $186,000
Q1 2023 Apr 28, 2023	SELL	$93.54 - $111.49 $50,137 - $59,758	-536 Reduced 19.65%	2,192 $222,000
Q4 2022 Jan 23, 2023	BUY	$84.58 - $112.31 $15,393 - $20,440	182 Added 7.15%	2,728 $0
Q2 2022 Jul 25, 2022	SELL	$81.02 - $110.25 $13,854 - $18,852	-171 Reduced 6.29%	2,546 $209,000
Q1 2022 May 09, 2022	BUY	$75.34 - $93.2 $204,698 - $253,224	2,717 New	2,717 $247,000
Q4 2021 Jan 19, 2022	SELL	$68.67 - $83.73 $196,396 - $239,467	-2,860 Closed	0 $0
Q3 2021 Oct 15, 2021	BUY	$64.27 - $87.9 $1,606 - $2,197	25 Added 0.88%	2,860 $200,000
Q2 2021 Aug 02, 2021	BUY	$74.95 - $92.56 $11,242 - $13,884	150 Added 5.59%	2,835 $243,000
Q1 2021 Apr 26, 2021	BUY	$67.38 - $88.66 $180,915 - $238,052	2,685 New	2,685 $208,000

1,956

282M

2.55M

2.36M

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 ...

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