One Ascent Wealth Management LLC Phillips 66 Transaction History

One Ascent Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$127.67 - $163.34 $83,368 - $106,661	-653 Reduced 17.15%	3,155 $515,000
Q4 2023 Jan 11, 2024	SELL	$109.19 - $135.72 $33,412 - $41,530	-306 Reduced 7.44%	3,808 $507,000
Q3 2023 Oct 13, 2023	BUY	$95.4 - $124.28 $392,475 - $511,287	4,114 New	4,114 $494,000
Q1 2023 Apr 17, 2023	SELL	$93.54 - $111.49 $49,108 - $58,532	-525 Reduced 10.11%	4,667 $473,000
Q4 2022 Jan 12, 2023	BUY	$84.58 - $112.31 $25,966 - $34,479	307 Added 6.28%	5,192 $540,000
Q3 2022 Nov 02, 2022	BUY	$74.16 - $93.57 $9,863 - $12,444	133 Added 2.8%	4,885 $394,000
Q2 2022 Aug 08, 2022	BUY	$81.02 - $110.25 $385,007 - $523,908	4,752 New	4,752 $390,000

1,958

282M

2.55M

2.36M

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $64.5B
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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