Beck Bode 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
Q4 | – | Sell |
-8,286
| Closed | -$1.09M | – | 125 |
|
|
2024
Q3 | $1.09M | Sell |
8,286
-1,130
| -12% | -$149K | 0.21% | 68 |
|
|
2024
Q2 | $1.33M | Buy |
9,416
+4,804
| +104% | +$678K | 0.27% | 63 |
|
|
2024
Q1 | $753K | Buy |
+4,612
| New | +$753K | 0.15% | 94 |
|
|
2023
Q3 | – | Sell |
-88,089
| Closed | -$8.39M | – | 146 |
|
|
2023
Q2 | $8.39M | Buy |
+88,089
| New | +$8.39M | 2.04% | 15 |
|
|
2022
Q3 | – | Sell |
-58,053
| Closed | -$4.76M | – | 249 |
|
|
2022
Q2 | $4.76M | Buy |
58,053
+26,069
| +82% | +$2.14M | 1.01% | 31 |
|
|
2022
Q1 | $2.76M | Buy |
+31,984
| New | +$2.76M | 0.62% | 40 |
|
|
2021
Q3 | – | Sell |
-137
| Closed | -$12K | – | 250 |
|
|
2021
Q2 | $12K | Buy |
+137
| New | +$12K | ﹤0.01% | 216 |
|
|
2020
Q4 | – | Sell |
-137
| Closed | -$7K | – | 212 |
|
|
2020
Q3 | $7K | Buy |
+137
| New | +$7K | ﹤0.01% | 229 |
|