HCR WEALTH ADVISORS – Phillips 66 Transaction History
HCR WEALTH ADVISORS portfolio value:
$248,000
portfolio value
HCR WEALTH ADVISORS 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 | Increase | +10.03% | 280 shares | 19K | $80.72 | 3.07K |
| Q2 2022 | share | Increase | +0.43% | 12 shares | -11K | $81.99 | 2.79K |
| Q1 2022 | share | Decrease | -0.47% | -13 shares | 38K | $86.39 | 2.77K |
| Q4 2021 | share | Decrease | -2.72% | -78 shares | 1K | $72.45 | 2.79K |
| Q3 2021 | share | Decrease | -0.07% | -2 shares | -45K | $69.2 | 2.87K |
| Q2 2021 | share | 0.00% | 0 shares | 12K | $83.73 | 2.87K | |
| Q1 2021 | share | Decrease | -5.06% | -153 shares | 22K | $78.71 | 2.87K |
| Q4 2020 | share | Increase | 0.00% | 3.02K shares | 212K | $66.79 | 3.02K |
| Q3 2020 | share | Decrease | -100.00% | -3.03K shares | -215K | $48.8 | 0 |
| Q2 2020 | share | Increase | 0.00% | 3.03K shares | 215K | $66.72 | 3.03K |
| Q1 2020 | share | Decrease | -100.00% | -3.02K shares | -337K | $49.16 | 0 |
| Q4 2019 | share | Increase | +4.31% | 125 shares | 17K | $101.07 | 3.02K |
| Q3 2019 | share | Increase | 0.00% | 2.9K shares | 320K | $92.2 | 2.9K |
| Q1 2019 | share | Decrease | -100.00% | -2.59K shares | -223K | $84.02 | 0 |
| Q4 2018 | share | 0.00% | 0 shares | -61K | $75.43 | 2.59K | |
| Q3 2018 | share | Decrease | -8.12% | -229 shares | -52K | $97.88 | 2.59K |
| Q2 2018 | share | 0.00% | 0 shares | 66K | $96.86 | 2.81K | |
| Q1 2018 | share | Decrease | -0.39% | -11 shares | -16K | $82.18 | 2.81K |
| Q4 2017 | share | 0.00% | 0 shares | 27K | $86.01 | 2.83K | |
| Q3 2017 | share | 0.00% | 0 shares | 25K | $77.31 | 2.83K | |
| Q2 2017 | share | Increase | +0.39% | 11 shares | 11K | $69.2 | 2.83K |
| Q1 2017 | share | 0.00% | 0 shares | -21K | $65.71 | 2.81K | |
| Q4 2016 | share | Increase | 0.00% | 2.81K shares | 244K | $71.1 | 2.81K |