Choate Investment Advisors Phillips 66 Transaction History

Choate Investment Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$135.85 - $172.71 $1,222 - $1,554	-9 Reduced 0.45%	1,994 $281,000
Q1 2024 May 07, 2024	SELL	$127.67 - $163.34 $72,771 - $93,103	-570 Reduced 22.15%	2,003 $327,000
Q4 2023 Feb 14, 2024	BUY	$109.19 - $135.72 $56,887 - $70,710	521 Added 25.39%	2,573 $342,000
Q3 2023 Oct 30, 2023	BUY	$95.4 - $124.28 $195,760 - $255,022	2,052 New	2,052 $246,000
Q4 2017 Feb 14, 2018	SELL	$90.24 - $102.06 $223,975 - $253,312	-2,482 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$80.89 - $91.8 $200,768 - $227,847	2,482	2,482 $0

1,958

282M

2.55M

2.36M

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $64.1B
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 ...

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