TRANSFORM WEALTH, LLC – Phillips 66 Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$231,000
portfolio value
TRANSFORM WEALTH, LLC quarter portfolio value change:
-1.55%
quarter
Phillips 66 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -39.14% | -1.84K shares | -155K | $80.72 | 2.86K |
| Q2 2022 | share | Decrease | -4.17% | -205 shares | -39K | $81.99 | 4.71K |
| Q1 2022 | share | Decrease | -8.13% | -435 shares | 37K | $86.39 | 4.91K |
| Q4 2021 | share | Decrease | -14.26% | -890 shares | -49K | $72.45 | 5.35K |
| Q3 2021 | share | Decrease | -4.16% | -271 shares | -122K | $69.2 | 6.24K |
| Q2 2021 | share | Increase | +6.47% | 396 shares | 60K | $83.73 | 6.51K |
| Q1 2021 | share | Increase | +20.77% | 1.05K shares | 145K | $78.71 | 6.11K |
| Q4 2020 | share | Increase | 0.00% | 5.06K shares | 354K | $66.79 | 5.06K |
| Q1 2020 | share | Decrease | -100.00% | -2.14K shares | -239K | $49.16 | 0 |
| Q4 2019 | share | Increase | 0.00% | 2.14K shares | 239K | $101.07 | 2.14K |
| Q3 2019 | share | Decrease | -46.41% | -1.86K shares | -155K | $92.2 | 2.14K |
| Q2 2019 | share | Increase | 0.00% | 4.01K shares | 375K | $83.46 | 4.01K |
| Q1 2017 | share | Increase | +7.54% | 951 shares | -15K | $65.71 | 13.55K |
| Q4 2016 | share | Increase | +5.32% | 637 shares | 125K | $71.1 | 12.60K |
| Q3 2016 | share | Increase | +3.37% | 390 shares | 45K | $65.78 | 11.97K |
| Q2 2016 | share | Increase | 0.00% | 11.58K shares | 919K | $64.28 | 11.58K |