Janiczek Wealth Management, LLC Phillips 66 Transaction History

Janiczek Wealth Management, LLC

$475 Million
Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 1,533 shares of PSX stock, worth $176,555. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,533

Previous 1,560 1.73%

Holding current value

$176,555

Previous $254,000 14.96%

% of portfolio

0.05%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$135.85 - $172.71 $3,667 - $4,663	-27 Reduced 1.73%	1,533 $216,000
Q1 2024 Apr 15, 2024	BUY	$127.67 - $163.34 $5,872 - $7,513	46 Added 3.04%	1,560 $254,000
Q4 2023 Jan 26, 2024	BUY	$109.19 - $135.72 $1,528 - $1,900	14 Added 0.93%	1,514 $201,000
Q3 2023 Oct 13, 2023	BUY	$95.4 - $124.28 $17,744 - $23,116	186 Added 14.16%	1,500 $180,000
Q2 2023 Jul 11, 2023	SELL	$90.81 - $106.46 $3,904 - $4,577	-43 Reduced 3.17%	1,314 $125,000
Q1 2023 Apr 21, 2023	SELL	$93.54 - $111.49 $18,146 - $21,629	-194 Reduced 12.51%	1,357 $137,000
Q4 2022 Jan 20, 2023	BUY	$84.58 - $112.31 $10,995 - $14,600	130 Added 9.15%	1,551 $0
Q3 2022 Oct 17, 2022	BUY	$74.16 - $93.57 $6,748 - $8,514	91 Added 6.84%	1,421 $129,000
Q2 2022 Aug 03, 2022	BUY	$81.02 - $110.25 $4,294 - $5,843	53 Added 4.15%	1,330 $118,000
Q1 2022 May 05, 2022	BUY	$75.34 - $93.2 $5,273 - $6,524	70 Added 5.8%	1,277 $110,000
Q4 2021 Feb 02, 2022	BUY	$68.67 - $83.73 $343 - $418	5 Added 0.42%	1,207 $87,000
Q3 2021 Oct 19, 2021	BUY	$64.27 - $87.9 $899 - $1,230	14 Added 1.18%	1,202 $84,000
Q2 2021 Jul 28, 2021	BUY	$74.95 - $92.56 $299 - $370	4 Added 0.34%	1,188 $102,000
Q1 2021 Apr 28, 2021	BUY	$67.38 - $88.66 $269 - $354	4 Added 0.34%	1,184 $97,000
Q4 2020 Jan 26, 2021	BUY	$44.22 - $70.86 $16,670 - $26,714	377 Added 46.95%	1,180 $83,000
Q3 2020 Oct 19, 2020	SELL	$51.84 - $69.11 $13,789 - $18,383	-266 Reduced 24.88%	803 $42,000
Q2 2020 Jul 17, 2020	BUY	$49.51 - $89.73 $13,169 - $23,868	266 Added 33.13%	1,069 $77,000
Q2 2019 Jul 22, 2019	SELL	$80.8 - $98.61 $64,882 - $79,183	-803 Reduced 50.0%	803 $75,000
Q4 2018 Jan 28, 2019	BUY	$78.5 - $118.47 $126,071 - $190,262	1,606 New	1,606 $138,000

Others Institutions Holding PSX

# of Institutions

1,962

Shares Held

282M

Call Options Held

2.55M

Put Options Held

2.36M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $55.4B
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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Janiczek Wealth Management, LLC Phillips 66 Transaction History