M Holdings Securities, Inc. Phillips 66 Transaction History

M Holdings Securities, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$93.54 - $111.49 $5,518 - $6,577	59 Added 2.44%	2,479 $251,000
Q4 2022 Feb 10, 2023	BUY	$84.58 - $112.31 $204,683 - $271,790	2,420 New	2,420 $252,000
Q2 2022 Aug 16, 2022	SELL	$81.02 - $110.25 $199,876 - $271,986	-2,467 Closed	0 $0
Q1 2022 May 24, 2022	BUY	$75.34 - $93.2 $185,863 - $229,924	2,467 New	2,467 $213,000
Q2 2021 Aug 19, 2021	SELL	$74.95 - $92.56 $225,599 - $278,605	-3,010 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$67.38 - $88.66 $202,813 - $266,866	3,010 New	3,010 $245,000
Q4 2018 Feb 15, 2019	SELL	$78.5 - $118.47 $172,543 - $260,397	-2,198 Closed	0 $0
Q3 2018 Nov 16, 2018	SELL	$109.36 - $123.34 $51,617 - $58,216	-472 Reduced 17.68%	2,198 $248,000
Q2 2018 Aug 17, 2018	BUY	$94.95 - $121.87 $41,683 - $53,500	439 Added 19.68%	2,670 $300,000
Q1 2018 May 18, 2018	BUY	$89.58 - $106.9 $199,852 - $238,493	2,231 New	2,231 $214,000
Q4 2017 Feb 15, 2018	SELL	$90.24 - $102.06 $230,382 - $260,559	-2,553 Closed	0 $0
Q3 2017 Nov 15, 2017	BUY	$80.89 - $91.8 $206,512 - $234,365	2,553	2,553 $234,000

1,961

282M

2.55M

2.36M

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $55.9B
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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