Bedel Financial Consulting’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 | – | Sell |
-1,249
| Closed | -$108K | – | 706 |
|
|
2022
Q1 | $108K | Buy |
1,249
+18
| +1% | +$1.56K | 0.03% | 264 |
|
|
2021
Q4 | $89K | Sell |
1,231
-28
| -2% | -$2.02K | 0.03% | 303 |
|
|
2021
Q3 | $88K | Hold |
1,259
| – | – | 0.03% | 297 |
|
|
2021
Q2 | $108K | Buy |
1,259
+350
| +39% | +$30K | 0.04% | 256 |
|
|
2021
Q1 | $74K | Buy |
909
+69
| +8% | +$5.62K | 0.03% | 309 |
|
|
2020
Q4 | $59K | Sell |
840
-100
| -11% | -$7.02K | 0.03% | 297 |
|
|
2020
Q3 | $49K | Sell |
940
-200
| -18% | -$10.4K | 0.02% | 302 |
|
|
2020
Q2 | $82K | Sell |
1,140
-7
| -0.6% | -$504 | 0.04% | 218 |
|
|
2020
Q1 | $62K | Sell |
1,147
-806
| -41% | -$43.6K | 0.04% | 241 |
|
|
2019
Q4 | $218K | Sell |
1,953
-50
| -2% | -$5.58K | 0.12% | 134 |
|
|
2019
Q3 | $205K | Buy |
2,003
+23
| +1% | +$2.35K | 0.12% | 138 |
|
|
2019
Q2 | $185K | Hold |
1,980
| – | – | 0.11% | 145 |
|
|
2019
Q1 | $188K | Hold |
1,980
| – | – | 0.12% | 136 |
|
|
2018
Q4 | $171K | Hold |
1,980
| – | – | 0.12% | 133 |
|
|
2018
Q3 | $217K | Hold |
1,980
| – | – | 0.14% | 125 |
|
|
2018
Q2 | $222K | Hold |
1,980
| – | – | 0.16% | 122 |
|
|
2018
Q1 | $190K | Hold |
1,980
| – | – | 0.14% | 138 |
|
|
2017
Q4 | $200K | Buy |
+1,980
| New | +$200K | 0.18% | 129 |
|