Cahill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,734
| Closed | -$228K | – | 270 |
|
|
2024
Q3 | $228K | Buy |
1,734
+126
| +8% | +$16.6K | 0.03% | 236 |
|
|
2024
Q2 | $227K | Sell |
1,608
-105
| -6% | -$14.8K | 0.03% | 244 |
|
|
2024
Q1 | $280K | Buy |
1,713
+195
| +13% | +$31.8K | 0.04% | 225 |
|
|
2023
Q4 | $202K | Sell |
1,518
-149
| -9% | -$19.8K | 0.03% | 235 |
|
|
2023
Q3 | $200K | Buy |
+1,667
| New | +$200K | 0.03% | 235 |
|
|
2021
Q4 | – | Sell |
-1,383
| Closed | -$97K | – | 632 |
|
|
2021
Q3 | $97K | Buy |
+1,383
| New | +$97K | 0.02% | 269 |
|