Carmichael Hill & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $253K | Buy |
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|
2024
Q2 | $270K | Buy |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $253K | Buy |
|
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $179K | Sell |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $182K | Sell |
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|
2022
Q2 | $193K | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $108K | Buy |
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|
2021
Q3 | $101K | Hold |
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|
2021
Q2 | $124K | Hold |
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|
2021
Q1 | $118K | Sell |
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|
2020
Q4 | $112K | Buy |
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|
2020
Q3 | $81K | Hold |
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|
2020
Q2 | $113K | Hold |
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|
2020
Q1 | $84K | Buy |
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|
2019
Q4 | $169K | Buy |
|