Capitolis Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-31,552
| Closed | -$2.29M | – | 413 |
|
|
2021
Q4 | $2.29M | Hold |
31,552
| – | – | 0.01% | 395 |
|
|
2021
Q3 | $2.55M | Hold |
31,552
| – | – | 0.02% | 275 |
|
|
2021
Q2 | $2.71M | Sell |
31,552
-6,867
| -18% | -$589K | 0.03% | 251 |
|
|
2021
Q1 | $3.13M | Sell |
38,419
-72,770
| -65% | -$5.93M | 0.05% | 211 |
|
|
2020
Q4 | $7.78M | Buy |
+111,189
| New | +$7.78M | 0.13% | 171 |
|