Edge Wealth Management LLC Phillips 66 Transaction History

Edge Wealth Management LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$127.67 - $163.34 $191,505 - $245,010	1,500 New	1,500 $245,000
Q1 2022 Apr 14, 2022	SELL	$75.34 - $93.2 $113,010 - $139,800	-1,500 Closed	0 $0
Q4 2020 Jan 19, 2021	BUY	$44.22 - $70.86 $66,330 - $106,290	1,500 New	1,500 $105,000
Q3 2020 Oct 21, 2020	SELL	$51.84 - $69.11 $9,538 - $12,716	-184 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	$49.51 - $89.73 $49,460 - $89,640	-999 Reduced 84.45%	184 $13,000
Q1 2020 Apr 20, 2020	BUY	$42.09 - $112.2 $42,132 - $112,312	1,001 Added 550.0%	1,183 $63,000
Q4 2019 Jan 29, 2020	BUY	$98.24 - $119.7 $196 - $239	2 Added 1.11%	182 $20,000
Q3 2019 Oct 21, 2019	BUY	$94.06 - $105.06 $94 - $105	1 Added 0.56%	180 $18,000
Q2 2019 Jul 15, 2019	BUY	$80.8 - $98.61 $80 - $98	1 Added 0.56%	179 $17,000
Q1 2019 Apr 11, 2019	BUY	$86.9 - $98.89 $86 - $98	1 Added 0.56%	178 $17,000
Q4 2018 Jan 11, 2019	BUY	$78.5 - $118.47 $78 - $118	1 Added 0.57%	177 $15,000
Q3 2018 Oct 22, 2018	BUY	$109.36 - $123.34 $109 - $123	1 Added 0.57%	176 $20,000
Q2 2018 Jul 17, 2018	BUY	$94.95 - $121.87 $94 - $121	1 Added 0.57%	175 $20,000
Q1 2018 Apr 05, 2018	BUY	$89.58 - $106.9 $89 - $106	1 Added 0.58%	174 $17,000
Q4 2017 Jan 18, 2018	BUY	$90.24 - $102.06 $90 - $102	1 Added 0.58%	173 $17,000
Q3 2017 Oct 19, 2017	BUY	$80.89 - $91.8 $13,913 - $15,789	172	172 $16,000

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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