B. Riley 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 | $1.59K | Buy |
19,395
+1,952
| +11% | +$160 | ﹤0.01% | 243 |
|
|
2022
Q1 | $1.51M | Buy |
17,443
+1
| +0% | +$86 | 0.12% | 170 |
|
|
2021
Q4 | $1.26M | Buy |
17,442
+1,017
| +6% | +$73.7K | 0.09% | 204 |
|
|
2021
Q3 | $1.15M | Buy |
16,425
+10,511
| +178% | +$736K | 0.09% | 206 |
|
|
2021
Q2 | $508K | Sell |
5,914
-286
| -5% | -$24.6K | 0.06% | 233 |
|
|
2021
Q1 | $506K | Sell |
6,200
-731
| -11% | -$59.7K | 0.06% | 226 |
|
|
2020
Q4 | $485K | Hold |
6,931
| – | – | 0.06% | 206 |
|
|
2020
Q3 | $359K | Sell |
6,931
-8,601
| -55% | -$446K | 0.04% | 275 |
|
|
2020
Q2 | $1.12M | Buy |
15,532
+4,823
| +45% | +$347K | 0.12% | 151 |
|
|
2020
Q1 | $575K | Buy |
10,709
+8,209
| +328% | +$441K | 0.06% | 252 |
|
|
2019
Q4 | $278K | Sell |
2,500
-136
| -5% | -$15.1K | 0.04% | 302 |
|
|
2019
Q3 | $270K | Buy |
2,636
+14
| +0.5% | +$1.43K | 0.05% | 297 |
|
|
2019
Q2 | $245 | Buy |
2,622
+227
| +9% | +$21 | 0.04% | 323 |
|
|
2019
Q1 | $228K | Sell |
2,395
-415
| -15% | -$39.5K | 0.04% | 325 |
|
|
2018
Q4 | $242K | Buy |
2,810
+224
| +9% | +$19.3K | 0.05% | 279 |
|
|
2018
Q3 | $291K | Buy |
+2,586
| New | +$291K | 0.07% | 225 |
|
|
2015
Q3 | – | Sell |
-2,332
| Closed | -$187K | – | 609 |
|
|
2015
Q2 | $187K | Buy |
2,332
+9
| +0.4% | +$722 | 0.15% | 193 |
|
|
2015
Q1 | $182K | Sell |
2,323
-243
| -9% | -$19K | 0.14% | 211 |
|
|
2014
Q4 | $183K | Sell |
2,566
-66
| -3% | -$4.71K | 0.15% | 175 |
|
|
2014
Q3 | $214K | Sell |
2,632
-520
| -16% | -$42.3K | 0.16% | 177 |
|
|
2014
Q2 | $253K | Buy |
3,152
+84
| +3% | +$6.74K | 0.16% | 171 |
|
|
2014
Q1 | $236K | Buy |
+3,068
| New | +$236K | 0.17% | 157 |
|