JEPPSON WEALTH MANAGEMENT, LLC – Phillips 66 Transaction History
JEPPSON WEALTH MANAGEMENT, LLC portfolio value:
$910,000
portfolio value
JEPPSON WEALTH MANAGEMENT, 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 | +2.73% | 300 shares | 10K | $80.72 | 11.27K |
| Q2 2022 | share | 0.00% | 0 shares | -47K | $81.99 | 10.97K | |
| Q1 2022 | share | Decrease | -0.99% | -110 shares | 144K | $86.39 | 10.97K |
| Q4 2021 | share | Decrease | -6.16% | -728 shares | -24K | $72.45 | 11.08K |
| Q3 2021 | share | Increase | +6.06% | 675 shares | -128K | $69.2 | 11.81K |
| Q2 2021 | share | 0.00% | 0 shares | 48K | $83.73 | 11.13K | |
| Q1 2021 | share | Decrease | -3.88% | -450 shares | 97K | $78.71 | 11.13K |
| Q4 2020 | share | Decrease | -15.16% | -2.07K shares | 102K | $66.79 | 11.58K |
| Q3 2020 | share | Increase | 0.00% | 13.65K shares | 708K | $48.8 | 13.65K |