Vision Point Advisory Group, LLC Phillips 66 Transaction History

Vision Point Advisory Group, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$135.85 - $172.71 $55,290 - $70,292	-407 Reduced 4.08%	9,578 $1.35 Million
Q1 2024 May 10, 2024	SELL	$127.67 - $163.34 $1.05 Million - $1.35 Million	-8,258 Reduced 45.27%	9,985 $1.63 Million
Q4 2023 Feb 07, 2024	BUY	$109.19 - $135.72 $33,302 - $41,394	305 Added 1.7%	18,243 $2.43 Million
Q3 2023 Dec 06, 2023	BUY	$95.4 - $124.28 $33,294 - $43,373	349 Added 1.98%	17,938 $2.16 Million
Q2 2023 Aug 21, 2023	BUY	$90.81 - $106.46 $89,538 - $104,969	986 Added 5.94%	17,589 $1.68 Million
Q1 2023 May 15, 2023	BUY	$93.54 - $111.49 $266,027 - $317,077	2,844 Added 20.67%	16,603 $1.68 Million
Q4 2022 Feb 14, 2023	BUY	$84.58 - $112.31 $1.16 Million - $1.55 Million	13,759 New	13,759 $1.43 Million
Q3 2021 Nov 08, 2021	SELL	$64.27 - $87.9 $323,149 - $441,961	-5,028 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$74.95 - $92.56 $3,897 - $4,813	-52 Reduced 1.02%	5,028 $432,000
Q1 2021 May 14, 2021	SELL	$67.38 - $88.66 $378,675 - $498,269	-5,620 Reduced 52.52%	5,080 $414,000
Q4 2020 Feb 08, 2021	SELL	$44.22 - $70.86 $117,183 - $187,779	-2,650 Reduced 19.85%	10,700 $748,000
Q3 2020 Nov 12, 2020	BUY	$51.84 - $69.11 $692,064 - $922,618	13,350 New	13,350 $692,000

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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