AUA 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
Q1 | – | Sell |
-26
| Closed | -$2.71K | – | 277 |
|
|
2022
Q4 | $2.71K | Hold |
26
| – | – | ﹤0.01% | 237 |
|
|
2022
Q3 | $2K | Sell |
26
-2
| -7% | -$154 | ﹤0.01% | 271 |
|
|
2022
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 283 |
|
|
2022
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 296 |
|
|
2021
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 292 |
|
|
2021
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 284 |
|
|
2021
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 278 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 282 |
|
|
2020
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 276 |
|
|
2020
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 305 |
|