Curi Wealth Management, LLC Phillips 66 Transaction History

Curi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$109.19 - $135.72 $436 - $542	4 Added 0.23%	1,724 $229,000
Q3 2023 Nov 06, 2023	BUY	$95.4 - $124.28 $164,088 - $213,761	1,720 New	1,720 $206,000
Q2 2022 Aug 08, 2022	BUY	$81.02 - $110.25 $5,671 - $7,717	70 Added 16.2%	502 $41,000
Q1 2022 May 06, 2022	BUY	$75.34 - $93.2 $301 - $372	4 Added 0.93%	432 $37,000
Q4 2021 Feb 09, 2022	BUY	$68.67 - $83.73 $29,390 - $35,836	428 New	428 $31,000
Q1 2021 Apr 29, 2021	SELL	$67.38 - $88.66 $27,491 - $36,173	-408 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$44.22 - $70.86 $18,041 - $28,910	408 New	408 $28,000

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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