17 Capital Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-11,915
| Closed | -$1.59M | – | 127 |
|
2023
Q4 | $1.59M | Buy |
+11,915
| New | +$1.59M | 1.46% | 18 |
|
2022
Q3 | $974K | Buy |
12,071
+1,351
| +13% | +$109K | 1.33% | 35 |
|
2022
Q2 | $879K | Sell |
10,720
-95
| -0.9% | -$7.79K | 1.11% | 41 |
|
2022
Q1 | $934K | Hold |
10,815
| – | – | 0.97% | 43 |
|
2021
Q4 | $784K | Sell |
10,815
-247
| -2% | -$17.9K | 0.71% | 54 |
|
2021
Q3 | $775K | Hold |
11,062
| – | – | 0.73% | 47 |
|
2021
Q2 | $949K | Buy |
+11,062
| New | +$949K | 0.88% | 42 |
|