Personal Cfo Solutions, LLC Phillips 66 Transaction History

Personal Cfo Solutions, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$109.19 - $135.72 $91,719 - $114,004	-840 Reduced 35.01%	1,559 $207,000
Q3 2023 Nov 13, 2023	SELL	$95.4 - $124.28 $341,722 - $445,170	-3,582 Reduced 59.89%	2,399 $288,000
Q2 2023 Aug 10, 2023	BUY	$90.81 - $106.46 $19,342 - $22,675	213 Added 3.69%	5,981 $570,000
Q1 2023 May 09, 2023	BUY	$93.54 - $111.49 $39,286 - $46,825	420 Added 7.85%	5,768 $584,000
Q4 2022 Feb 14, 2023	BUY	$84.58 - $112.31 $26,811 - $35,602	317 Added 6.3%	5,348 $556,000
Q3 2022 Nov 01, 2022	BUY	$74.16 - $93.57 $24,843 - $31,345	335 Added 7.13%	5,031 $406,000
Q2 2022 Aug 05, 2022	SELL	$81.02 - $110.25 $20,984 - $28,554	-259 Reduced 5.23%	4,696 $385,000
Q1 2022 May 02, 2022	BUY	$75.34 - $93.2 $29,156 - $36,068	387 Added 8.47%	4,955 $428,000
Q4 2021 Feb 11, 2022	BUY	$68.67 - $83.73 $313,684 - $382,478	4,568 New	4,568 $331,000
Q1 2020 Apr 30, 2020	SELL	$42.09 - $112.2 $103,246 - $275,226	-2,453 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$98.24 - $119.7 $484,912 - $590,839	-4,936 Reduced 66.8%	2,453 $273,000
Q3 2019 Nov 13, 2019	BUY	$94.06 - $105.06 $695,009 - $776,288	7,389 New	7,389 $757,000

1,956

282M

2.55M

2.36M

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $64.1B
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 ...

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

Stay updated on Personal Cfo Solutions, LLC with notifications on news.