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

1,961

282M

2.55M

2.36M

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 ...

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

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.