Waddell & Associates, LLC Phillips 66 Transaction History

Waddell & Associates, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$109.19 - $135.72 $285,750 - $355,179	-2,617 Reduced 59.57%	1,776 $236,000
Q3 2023 Nov 07, 2023	BUY	$95.4 - $124.28 $1,240 - $1,615	13 Added 0.3%	4,393 $527,000
Q2 2023 Aug 07, 2023	SELL	$90.81 - $106.46 $102,070 - $119,661	-1,124 Reduced 20.42%	4,380 $417,000
Q1 2023 May 10, 2023	BUY	$93.54 - $111.49 $1,309 - $1,560	14 Added 0.26%	5,504 $557,000
Q4 2022 Feb 09, 2023	SELL	$84.58 - $112.31 $4,059 - $5,390	-48 Reduced 0.87%	5,490 $571,000
Q3 2022 Nov 02, 2022	SELL	$74.16 - $93.57 $14,980 - $18,901	-202 Reduced 3.52%	5,538 $447,000
Q2 2022 Jul 27, 2022	BUY	$81.02 - $110.25 $465,054 - $632,835	5,740 New	5,740 $471,000

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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