Carmichael Hill & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $253K | Buy |
1,922
+8
| +0.4% | +$1.05K | 0.09% | 152 |
|
|
2024
Q2 | $270K | Buy |
1,914
+9
| +0.5% | +$1.27K | 0.11% | 138 |
|
|
2024
Q1 | $311K | Buy |
1,905
+7
| +0.4% | +$1.14K | 0.12% | 129 |
|
|
2023
Q4 | $253K | Buy |
1,898
+8
| +0.4% | +$1.07K | 0.1% | 135 |
|
|
2023
Q3 | $227K | Buy |
1,890
+9
| +0.5% | +$1.08K | 0.1% | 135 |
|
|
2023
Q2 | $179K | Sell |
1,881
-389
| -17% | -$37.1K | 0.08% | 161 |
|
|
2023
Q1 | $230K | Buy |
2,270
+9
| +0.4% | +$913 | 0.11% | 133 |
|
|
2022
Q4 | $235K | Buy |
2,261
+9
| +0.4% | +$937 | 0.12% | 125 |
|
|
2022
Q3 | $182K | Sell |
2,252
-98
| -4% | -$7.92K | 0.1% | 144 |
|
|
2022
Q2 | $193K | Sell |
2,350
-81
| -3% | -$6.65K | 0.1% | 145 |
|
|
2022
Q1 | $210K | Buy |
2,431
+942
| +63% | +$81.4K | 0.1% | 146 |
|
|
2021
Q4 | $108K | Buy |
1,489
+42
| +3% | +$3.05K | 0.05% | 190 |
|
|
2021
Q3 | $101K | Hold |
1,447
| – | – | 0.05% | 190 |
|
|
2021
Q2 | $124K | Hold |
1,447
| – | – | 0.06% | 176 |
|
|
2021
Q1 | $118K | Sell |
1,447
-149
| -9% | -$12.2K | 0.07% | 176 |
|
|
2020
Q4 | $112K | Buy |
1,596
+27
| +2% | +$1.9K | 0.07% | 181 |
|
|
2020
Q3 | $81K | Hold |
1,569
| – | – | 0.05% | 196 |
|
|
2020
Q2 | $113K | Hold |
1,569
| – | – | 0.08% | 155 |
|
|
2020
Q1 | $84K | Buy |
1,569
+49
| +3% | +$2.62K | 0.07% | 170 |
|
|
2019
Q4 | $169K | Buy |
+1,520
| New | +$169K | 0.12% | 137 |
|