Cypress Point Wealth Management, LLC Phillips 66 Transaction History

Cypress Point Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	BUY	$109.19 - $135.72 $1.35 Million - $1.68 Million	12,379 New	12,379 $1.65 Million
Q4 2021 Jan 27, 2022	SELL	$68.67 - $83.73 $49,579 - $60,453	-722 Closed	0 $0
Q3 2021 Nov 05, 2021	SELL	$64.27 - $87.9 $31,813 - $43,510	-495 Reduced 40.67%	722 $51,000
Q2 2021 Aug 04, 2021	BUY	$74.95 - $92.56 $37,475 - $46,280	500 Added 69.74%	1,217 $104,000
Q4 2020 Feb 05, 2021	BUY	$44.22 - $70.86 $31,705 - $50,806	717 New	717 $50,000

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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