MOUNT YALE INVESTMENT ADVISORS, LLC – Phillips 66 Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$6.32M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, 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 | Increase | +3.37% | 2.55K shares | 110K | $80.72 | 78.33K |
| Q2 2022 | share | Decrease | -10.23% | -8.63K shares | -1.07M | $81.99 | 75.77K |
| Q1 2022 | share | Increase | +15.66% | 11.42K shares | 2.00M | $86.39 | 84.41K |
| Q4 2021 | share | Increase | 0.00% | 72.98K shares | 5.28M | $72.45 | 72.98K |
| Q2 2021 | share | Decrease | -100.00% | -3.64K shares | -297K | $83.73 | 0 |
| Q1 2021 | share | Decrease | -26.72% | -1.33K shares | -51K | $78.71 | 3.64K |
| Q4 2020 | share | Decrease | -39.31% | -3.22K shares | -77K | $66.79 | 4.97K |
| Q3 2020 | share | Decrease | -62.98% | -13.95K shares | -1.16M | $48.8 | 8.20K |
| Q2 2020 | share | Decrease | -9.16% | -2.23K shares | 284K | $66.72 | 22.15K |
| Q1 2020 | share | Increase | +16.76% | 3.50K shares | -600K | $49.16 | 24.39K |
| Q4 2019 | share | Decrease | -4.77% | -1.04K shares | -682K | $101.07 | 20.89K |
| Q3 2019 | share | Decrease | -4.22% | -967 shares | 362K | $92.2 | 21.93K |
| Q2 2019 | share | Increase | +3.01% | 670 shares | 113K | $83.46 | 22.90K |
| Q1 2019 | share | Decrease | -0.00% | -1 shares | 21K | $84.02 | 22.23K |
| Q4 2018 | share | Increase | +36.41% | 5.93K shares | 414K | $75.43 | 22.23K |
| Q3 2018 | share | Decrease | -3.24% | -545 shares | -211K | $97.88 | 16.3K |
| Q2 2018 | share | Decrease | -0.40% | -68 shares | 270K | $96.86 | 16.84K |
| Q1 2018 | share | Increase | 0.00% | 16.91K shares | 1.62M | $82.18 | 16.91K |