One Wealth Advisors, LLC Phillips 66 Transaction History

One Wealth Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$135.85 - $172.71 $8,151 - $10,362	60 Added 4.12%	1,518 $214,000
Q1 2024 Apr 15, 2024	BUY	$127.67 - $163.34 $186,142 - $238,149	1,458 New	1,458 $238,000
Q1 2020 May 15, 2020	SELL	$42.09 - $112.2 $135,235 - $360,498	-3,213 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$98.24 - $119.7 $298,060 - $363,169	-3,034 Reduced 48.57%	3,213 $358,000
Q3 2019 Nov 14, 2019	SELL	$94.06 - $105.06 $101,678 - $113,569	-1,081 Reduced 14.75%	6,247 $640,000
Q2 2019 Aug 14, 2019	BUY	$80.8 - $98.61 $1,535 - $1,873	19 Added 0.26%	7,328 $685,000
Q1 2019 May 15, 2019	SELL	$86.9 - $98.89 $15.4 Million - $17.5 Million	-177,358 Reduced 96.04%	7,309 $696,000
Q4 2018 Feb 15, 2019	BUY	$78.5 - $118.47 $14.3 Million - $21.5 Million	181,584 Added 5889.85%	184,667 $501,000
Q3 2018 Nov 15, 2018	BUY	$109.36 - $123.34 $337,156 - $380,257	3,083 New	3,083 $348,000
Q2 2018 Aug 14, 2018	BUY	$94.95 - $121.87 $0 - $0	0 New	0 $0
Q1 2018 May 15, 2018	SELL	$89.58 - $106.9 $50,075 - $59,757	-559 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$90.24 - $102.06 $50,444 - $57,051	559	559 $57,000

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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