American Portfolios Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $542K | Sell |
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|
2022
Q2 | $563K | Sell |
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|
2022
Q1 | $620K | Buy |
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|
2021
Q4 | $483K | Sell |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $549K | Buy |
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|
2021
Q1 | $518K | Sell |
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|
2020
Q4 | $936K | Sell |
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|
2020
Q3 | $703K | Sell |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $982K | Sell |
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|
2019
Q4 | $2.21M | Buy |
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|
2019
Q3 | $1.24M | Sell |
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|
2019
Q2 | $1.66M | Buy |
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|
2019
Q1 | $1.52M | Buy |
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|
2018
Q4 | $1.31M | Buy |
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|
2018
Q3 | $1.22M | Buy |
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|
2018
Q2 | $1.05M | Sell |
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|
2018
Q1 | $909K | Sell |
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|
2017
Q4 | $1.22M | Buy |
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