Cap Wealth Advisors, LLC Phillips 66 Transaction History

Cap Wealth Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 08, 2020	BUY	$42.09 - $112.2 $11,953 - $31,864	284 Added 11.28%	2,801 $150,000
Q4 2019 Feb 06, 2020	SELL	$98.24 - $119.7 $19,353 - $23,580	-197 Reduced 7.26%	2,517 $280,000
Q3 2019 Oct 29, 2019	SELL	$94.06 - $105.06 $8,183 - $9,140	-87 Reduced 3.11%	2,714 $278,000
Q2 2019 Aug 13, 2019	SELL	$80.8 - $98.61 $12,120 - $14,791	-150 Reduced 5.08%	2,801 $262,000
Q1 2019 May 15, 2019	SELL	$86.9 - $98.89 $5,387 - $6,131	-62 Reduced 2.06%	2,951 $281,000
Q3 2018 Nov 14, 2018	SELL	$109.36 - $123.34 $16,404 - $18,501	-150 Reduced 4.74%	3,013 $340,000
Q1 2018 May 14, 2018	SELL	$89.58 - $106.9 $44,073 - $52,594	-492 Reduced 13.46%	3,163 $303,000
Q4 2017 Feb 15, 2018	SELL	$90.24 - $102.06 $41,510 - $46,947	-460 Reduced 11.18%	3,655 $370,000
Q3 2017 Nov 13, 2017	BUY	$80.89 - $91.8 $72,801 - $82,620	900 Added 27.99%	4,115 $377,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,215	3,215 $266,000

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 $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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