Capital Planning Advisors, LLC Phillips 66 Transaction History

Capital Planning Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 09, 2019	SELL	$80.8 - $98.61 $658,762 - $803,967	-8,153 Closed	0 $0
Q1 2019 May 14, 2019	SELL	$86.9 - $98.89 $30,501 - $34,710	-351 Reduced 4.13%	8,153 $776,000
Q4 2018 Feb 13, 2019	SELL	$78.5 - $118.47 $660,106 - $996,214	-8,409 Reduced 49.72%	8,504 $733,000
Q3 2018 Nov 14, 2018	BUY	$109.36 - $123.34 $597,433 - $673,806	5,463 Added 47.71%	16,913 $1.91 Million
Q2 2018 Aug 08, 2018	BUY	$94.95 - $121.87 $1.09 Million - $1.4 Million	11,450 New	11,450 $1.29 Million

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 $54.8B
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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