Boston Financial Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,233
| Closed | -$201K | – | 333 |
|
|
2024
Q1 | $201K | Buy |
+1,233
| New | +$201K | 0.01% | 325 |
|
|
2023
Q1 | – | Sell |
-2,008
| Closed | -$209K | – | 319 |
|
|
2022
Q4 | $209K | Buy |
+2,008
| New | +$209K | 0.01% | 308 |
|
|
2014
Q4 | – | Sell |
-2,670
| Closed | -$217K | – | 204 |
|
|
2014
Q3 | $217K | Hold |
2,670
| – | – | 0.03% | 196 |
|
|
2014
Q2 | $215K | Buy |
+2,670
| New | +$215K | 0.03% | 196 |
|