Bennicas & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $635K | Sell |
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2022
Q3 | $500K | Sell |
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2022
Q2 | $517K | Hold |
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2022
Q1 | $544K | Buy |
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2021
Q4 | $388K | Sell |
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2021
Q3 | $379K | Hold |
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2021
Q2 | $464K | Hold |
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2021
Q1 | $441K | Sell |
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2020
Q4 | $385K | Sell |
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2020
Q3 | $288K | Sell |
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2020
Q2 | $404K | Hold |
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2020
Q1 | $302K | Sell |
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2019
Q4 | $685K | Sell |
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2019
Q3 | $656K | Hold |
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2019
Q2 | $600K | Hold |
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2019
Q1 | $610K | Hold |
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2018
Q4 | $552K | Sell |
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2018
Q3 | $728K | Hold |
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2018
Q2 | $726K | Hold |
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2018
Q1 | $620K | Sell |
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2017
Q4 | $674K | Sell |
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2017
Q3 | $638K | Hold |
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2017
Q2 | $576K | Hold |
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2017
Q1 | $551K | Hold |
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2016
Q4 | $601K | Sell |
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2016
Q3 | $569K | Sell |
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2016
Q2 | $576K | Sell |
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2016
Q1 | $655K | Sell |
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2015
Q4 | $651K | Sell |
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2015
Q3 | $961K | Hold |
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2015
Q2 | $1.01M | Buy |
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2015
Q1 | $645K | Sell |
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2014
Q4 | $621K | Sell |
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2014
Q3 | $712K | Hold |
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2014
Q2 | $705K | Hold |
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2014
Q1 | $675K | Sell |
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2013
Q4 | $749K | Sell |
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2013
Q3 | $611K | Sell |
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2013
Q2 | $663K | Buy |
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