CONGRESS WEALTH MANAGEMENT LLC / DE / – Phillips 66 Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$4.92M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / 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 | -0.54% | -329 shares | -104K | $80.72 | 61.04K |
| Q2 2022 | share | Increase | +0.33% | 203 shares | -252K | $81.99 | 61.37K |
| Q1 2022 | share | Decrease | -2.43% | -1.52K shares | 742K | $86.39 | 61.16K |
| Q4 2021 | share | Increase | 0.00% | 62.69K shares | 4.54M | $72.45 | 62.69K |