Destination Wealth Management Phillips 66 Transaction History

Destination Wealth Management

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$95.4 - $124.28 $189,464 - $246,820	1,986 New	1,986 $238,000
Q3 2019 Nov 13, 2019	SELL	$94.06 - $105.06 $23,515 - $26,265	-250 Closed	0 $0
Q2 2019 Jul 19, 2019	SELL	$80.8 - $98.61 $8,403 - $10,255	-104 Reduced 29.38%	250 $23,000
Q1 2019 May 01, 2019	SELL	$86.9 - $98.89 $8,342 - $9,493	-96 Reduced 21.33%	354 $34,000
Q4 2018 Feb 05, 2019	SELL	$78.5 - $118.47 $10,676 - $16,111	-136 Reduced 23.21%	450 $39,000
Q3 2018 Nov 07, 2018	BUY	$109.36 - $123.34 $20,340 - $22,941	186 Added 46.5%	586 $66,000
Q2 2018 Jul 31, 2018	BUY	$94.95 - $121.87 $37,980 - $48,748	400 New	400 $45,000
Q3 2017 Nov 09, 2017	SELL	$80.89 - $91.8 $279,474 - $317,169	-3,455 Closed	0 $0
Q2 2017 Aug 11, 2017	BUY	N/A	3,455	3,455 $286,000

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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