Rockbridge Investment Management, Lcc Phillips 66 Transaction History

Rockbridge Investment Management, Lcc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$109.19 - $135.72 $54,049 - $67,181	495 Added 253.85%	690 $91.9 Million
Q3 2022 May 28, 2024	SELL	$74.16 - $93.57 $5,932 - $7,485	-80 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$81.02 - $110.25 $7,534 - $10,253	-93 Reduced 53.76%	80 $6,000
Q1 2022 May 28, 2024	BUY	$75.34 - $93.2 $13,033 - $16,123	173 New	173 $14,000
Q4 2020 Mar 04, 2021	BUY	$44.22 - $70.86 $2,343 - $3,755	53 Added 37.32%	195 $14,000
Q2 2020 Aug 20, 2020	BUY	$49.51 - $89.73 $7,030 - $12,741	142 New	142 $10,000

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 $64.1B
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 ...

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