Crescent Grove Advisors, LLC Phillips 66 Transaction History

Crescent Grove Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	BUY	$109.19 - $135.72 $2,183 - $2,714	20 Added 0.58%	3,496 $465,000
Q3 2023 Oct 25, 2023	BUY	$95.4 - $124.28 $2,098 - $2,734	22 Added 0.64%	3,476 $417,000
Q2 2023 Jul 13, 2023	SELL	$90.81 - $106.46 $172,629 - $202,380	-1,901 Reduced 35.5%	3,454 $329,000
Q1 2023 May 03, 2023	SELL	$93.54 - $111.49 $215,142 - $256,427	-2,300 Reduced 30.05%	5,355 $542,000
Q4 2022 Jan 12, 2023	SELL	$84.58 - $112.31 $17,592 - $23,360	-208 Reduced 2.65%	7,655 $0
Q3 2022 Nov 08, 2022	BUY	$74.16 - $93.57 $117,024 - $147,653	1,578 Added 25.11%	7,863 $635,000
Q2 2022 Jul 20, 2022	BUY	$81.02 - $110.25 $154,181 - $209,805	1,903 Added 43.43%	6,285 $515,000
Q1 2022 May 04, 2022	BUY	$75.34 - $93.2 $330,139 - $408,402	4,382 New	4,382 $379,000

1,928

303M

2.76M

2.35M

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $58.7B
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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