Abacus Wealth 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
Q3 | – | Sell |
-2,306
| Closed | -$326K | – | 95 |
|
|
2024
Q2 | $326K | Buy |
2,306
+28
| +1% | +$3.95K | 0.05% | 63 |
|
|
2024
Q1 | $372K | Buy |
2,278
+4
| +0.2% | +$653 | 0.06% | 57 |
|
|
2023
Q4 | $303K | Hold |
2,274
| – | – | 0.05% | 58 |
|
|
2023
Q3 | $273K | Hold |
2,274
| – | – | 0.08% | 62 |
|
|
2023
Q2 | $217K | Sell |
2,274
-23
| -1% | -$2.19K | 0.07% | 78 |
|
|
2023
Q1 | $215K | Buy |
2,297
+23
| +1% | +$2.15K | 0.07% | 83 |
|
|
2022
Q4 | $237K | Buy |
+2,274
| New | +$237K | 0.08% | 65 |
|
|
2021
Q3 | – | Sell |
-2,396
| Closed | -$206K | – | 123 |
|
|
2021
Q2 | $206K | Buy |
+2,396
| New | +$206K | 0.08% | 109 |
|