Laidlaw Wealth Management LLC Phillips 66 Transaction History

Laidlaw Wealth Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$127.67 - $163.34 $204,782 - $261,997	-1,604 Reduced 53.79%	1,378 $225,000
Q4 2023 Feb 12, 2024	SELL	$109.19 - $135.72 $15,286 - $19,000	-140 Reduced 4.48%	2,982 $397,000
Q3 2023 Nov 13, 2023	SELL	$95.4 - $124.28 $31,577 - $41,136	-331 Reduced 9.59%	3,122 $375,000
Q2 2023 Aug 11, 2023	BUY	$90.81 - $106.46 $75,917 - $89,000	836 Added 31.94%	3,453 $329,000
Q1 2023 May 12, 2023	SELL	$93.54 - $111.49 $98,217 - $117,064	-1,050 Reduced 28.63%	2,617 $265,000
Q4 2022 Feb 14, 2023	BUY	$84.58 - $112.31 $20,130 - $26,729	238 Added 6.94%	3,667 $381,000
Q3 2022 Nov 14, 2022	BUY	$74.16 - $93.57 $32,259 - $40,702	435 Added 14.53%	3,429 $277,000
Q2 2022 Aug 12, 2022	BUY	$81.02 - $110.25 $14,988 - $20,396	185 Added 6.59%	2,994 $245,000
Q1 2022 May 12, 2022	BUY	$75.34 - $93.2 $211,630 - $261,798	2,809 New	2,809 $243,000

1,957

304M

2.76M

2.35M

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $63.2B
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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