Ritholtz Wealth Management Phillips 66 Transaction History

Ritholtz Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$125.0 - $147.17 $31,375 - $36,939	-251 Reduced 11.7%	1,894 $248,000
Q2 2024 Jul 31, 2024	SELL	$135.85 - $172.71 $39,124 - $49,740	-288 Reduced 11.84%	2,145 $302,000
Q1 2024 Apr 24, 2024	BUY	$127.67 - $163.34 $75,580 - $96,697	592 Added 32.16%	2,433 $397,000
Q4 2023 Jan 18, 2024	BUY	$109.19 - $135.72 $201,018 - $249,860	1,841 New	1,841 $245,000
Q3 2022 Oct 18, 2022	BUY	$74.16 - $93.57 $275,430 - $347,518	3,714 New	3,714 $300,000

1,940

282M

2.54M

2.35M

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $58.8B
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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