Bellevue Asset 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 | – | Sell |
-161
| Closed | -$14K | – | 527 |
|
|
2022
Q1 | $14K | Hold |
161
| – | – | 0.01% | 291 |
|
|
2021
Q4 | $12K | Hold |
161
| – | – | 0.01% | 315 |
|
|
2021
Q3 | $11K | Hold |
161
| – | – | 0.01% | 327 |
|
|
2021
Q2 | $14K | Hold |
161
| – | – | 0.01% | 310 |
|
|
2021
Q1 | $13K | Hold |
161
| – | – | 0.01% | 335 |
|
|
2020
Q4 | $12K | Hold |
161
| – | – | 0.01% | 334 |
|
|
2020
Q3 | $8K | Hold |
161
| – | – | 0.01% | 354 |
|
|
2020
Q2 | $12K | Hold |
161
| – | – | 0.01% | 320 |
|
|
2020
Q1 | $10K | Hold |
161
| – | – | 0.01% | 340 |
|
|
2019
Q4 | $18K | Buy |
+161
| New | +$18K | 0.01% | 262 |
|