BMS Financial Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $453K | Sell |
4,748
-2,136
| -31% | -$204K | 0.3% | 53 |
|
|
2023
Q1 | $698K | Sell |
6,884
-419
| -6% | -$42.5K | 0.48% | 39 |
|
|
2022
Q4 | $760K | Sell |
7,303
-225
| -3% | -$23.4K | 0.5% | 34 |
|
|
2022
Q3 | $608K | Sell |
7,528
-177
| -2% | -$14.3K | 0.43% | 44 |
|
|
2022
Q2 | $632K | Buy |
7,705
+403
| +6% | +$33.1K | 0.41% | 37 |
|
|
2022
Q1 | $631K | Buy |
7,302
+132
| +2% | +$11.4K | 0.4% | 49 |
|
|
2021
Q4 | $520K | Buy |
+7,170
| New | +$520K | 0.33% | 61 |
|