Altium Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $405K | Buy |
4,944
+28
| +0.6% | +$2.29K | 0.03% | 266 |
|
|
2022
Q1 | $425K | Sell |
4,916
-281
| -5% | -$24.3K | 0.03% | 277 |
|
|
2021
Q4 | $377K | Sell |
5,197
-856
| -14% | -$62.1K | 0.02% | 299 |
|
|
2021
Q3 | $424K | Hold |
6,053
| – | – | 0.03% | 253 |
|
|
2021
Q2 | $519K | Sell |
6,053
-306
| -5% | -$26.2K | 0.04% | 219 |
|
|
2021
Q1 | $519K | Sell |
6,359
-128
| -2% | -$10.4K | 0.04% | 209 |
|
|
2020
Q4 | $454K | Buy |
6,487
+510
| +9% | +$35.7K | 0.04% | 217 |
|
|
2020
Q3 | $310K | Sell |
5,977
-443
| -7% | -$23K | 0.03% | 258 |
|
|
2020
Q2 | $462K | Sell |
6,420
-819
| -11% | -$58.9K | 0.05% | 176 |
|
|
2020
Q1 | $388K | Buy |
7,239
+32
| +0.4% | +$1.72K | 0.05% | 167 |
|
|
2019
Q4 | $803K | Sell |
7,207
-183
| -2% | -$20.4K | 0.1% | 119 |
|
|
2019
Q3 | $757K | Buy |
7,390
+521
| +8% | +$53.4K | 0.1% | 119 |
|
|
2019
Q2 | $643K | Buy |
6,869
+826
| +14% | +$77.3K | 0.09% | 139 |
|
|
2019
Q1 | $575K | Buy |
6,043
+267
| +5% | +$25.4K | 0.09% | 147 |
|
|
2018
Q4 | $498K | Buy |
5,776
+1,226
| +27% | +$106K | 0.1% | 147 |
|
|
2018
Q3 | $513K | Buy |
4,550
+105
| +2% | +$11.8K | 0.1% | 150 |
|
|
2018
Q2 | $499K | Buy |
4,445
+1,292
| +41% | +$145K | 0.13% | 117 |
|
|
2018
Q1 | $302K | Buy |
3,153
+522
| +20% | +$50K | 0.12% | 124 |
|
|
2017
Q4 | $266K | Buy |
+2,631
| New | +$266K | 0.12% | 135 |
|