PINNACLE WEALTH PLANNING SERVICES, INC. – Phillips 66 Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$469,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. 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 | -0.31% | -18 shares | -9K | $80.72 | 5.81K |
| Q2 2022 | share | Increase | +0.40% | 23 shares | -24K | $81.99 | 5.82K |
| Q1 2022 | share | Decrease | -0.05% | -3 shares | 81K | $86.39 | 5.80K |
| Q4 2021 | share | Increase | +10.99% | 575 shares | 54K | $72.45 | 5.80K |
| Q3 2021 | share | Decrease | -34.85% | -2.8K shares | -323K | $69.2 | 5.23K |
| Q2 2021 | share | Increase | +1.45% | 115 shares | 45K | $83.73 | 8.03K |
| Q1 2021 | share | Increase | +0.39% | 31 shares | 94K | $78.71 | 7.91K |
| Q4 2020 | share | Decrease | -0.79% | -63 shares | 139K | $66.79 | 7.88K |
| Q3 2020 | share | Decrease | -2.79% | -228 shares | -176K | $48.8 | 7.95K |
| Q2 2020 | share | Increase | +25.00% | 1.63K shares | 238K | $66.72 | 8.17K |
| Q1 2020 | share | Increase | +119.56% | 3.56K shares | 18K | $49.16 | 6.54K |
| Q4 2019 | share | Increase | +12.37% | 328 shares | 61K | $101.07 | 2.98K |
| Q3 2019 | share | Increase | +12.18% | 288 shares | 50K | $92.2 | 2.65K |
| Q2 2019 | share | Increase | +11.88% | 251 shares | 19K | $83.46 | 2.36K |
| Q1 2019 | share | Increase | 0.00% | 2.11K shares | 202K | $84.02 | 2.11K |
| Q4 2018 | share | Decrease | -100.00% | -2.16K shares | -244K | $75.43 | 0 |
| Q3 2018 | share | Decrease | -0.23% | -5 shares | 1K | $97.88 | 2.16K |
| Q2 2018 | share | Increase | 0.00% | 2.17K shares | 243K | $96.86 | 2.17K |