ABLE Financial Group’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 |
-1,586
| Closed | -$224K | – | 190 |
|
|
2024
Q2 | $224K | Sell |
1,586
-165
| -9% | -$23.3K | 0.08% | 160 |
|
|
2024
Q1 | $286K | Sell |
1,751
-61
| -3% | -$9.96K | 0.11% | 126 |
|
|
2023
Q4 | $241K | Sell |
1,812
-24
| -1% | -$3.2K | 0.1% | 135 |
|
|
2023
Q3 | $221K | Sell |
1,836
-973
| -35% | -$117K | 0.11% | 125 |
|
|
2023
Q2 | $268K | Sell |
2,809
-2,094
| -43% | -$200K | 0.14% | 111 |
|
|
2023
Q1 | $497K | Buy |
+4,903
| New | +$497K | 0.32% | 66 |
|