Antonetti Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-200
| Closed | -$19.1K | – | 350 |
|
|
2023
Q2 | $19.1K | Hold |
200
| – | – | 0.03% | 168 |
|
|
2023
Q1 | $20.3K | Buy |
+200
| New | +$20.3K | 0.03% | 168 |
|
|
2014
Q3 | – | Sell |
-1,164
| Closed | -$94K | – | 187 |
|
|
2014
Q2 | $94K | Sell |
1,164
-346
| -23% | -$27.9K | 0.07% | 68 |
|
|
2014
Q1 | $116K | Sell |
1,510
-37
| -2% | -$2.84K | 0.1% | 69 |
|
|
2013
Q4 | $119K | Sell |
1,547
-907
| -37% | -$69.8K | 0.11% | 84 |
|
|
2013
Q3 | $142K | Buy |
2,454
+375
| +18% | +$21.7K | 0.14% | 97 |
|
|
2013
Q2 | $122K | Buy |
+2,079
| New | +$122K | 0.13% | 98 |
|