API
Advisor Partners II’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.44M | Buy |
20,331
+956
| +5% | +$115K | 0.1% | 223 |
|
|
2023
Q2 | $1.85M | Sell |
19,375
-201
| -1% | -$19.2K | 0.09% | 233 |
|
|
2023
Q1 | $1.98M | Buy |
19,576
+689
| +4% | +$69.9K | 0.11% | 188 |
|
|
2022
Q4 | $1.97M | Buy |
18,887
+1,301
| +7% | +$135K | 0.12% | 185 |
|
|
2022
Q3 | $1.42M | Buy |
+17,586
| New | +$1.42M | 0.11% | 207 |
|