Aspiriant LLC’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,637
| Closed | -$267K | – | 319 |
|
|
2024
Q1 | $267K | Buy |
+1,637
| New | +$267K | 0.01% | 266 |
|
|
2023
Q2 | – | Sell |
-2,077
| Closed | -$211K | – | 290 |
|
|
2023
Q1 | $211K | Buy |
2,077
+60
| +3% | +$6.08K | 0.01% | 262 |
|
|
2022
Q4 | $210K | Buy |
+2,017
| New | +$210K | 0.01% | 255 |
|
|
2018
Q3 | – | Sell |
-2,505
| Closed | -$281K | – | 254 |
|
|
2018
Q2 | $281K | Buy |
+2,505
| New | +$281K | 0.02% | 206 |
|