Charter Oak Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-80
| Closed | -$7K | – | 690 |
|
|
2022
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 654 |
|
|
2022
Q1 | $7K | Buy |
80
+1
| +1% | +$88 | ﹤0.01% | 700 |
|
|
2021
Q4 | $6K | Sell |
79
-24
| -23% | -$1.82K | ﹤0.01% | 678 |
|
|
2021
Q3 | $7K | Sell |
103
-138
| -57% | -$9.38K | ﹤0.01% | 626 |
|
|
2021
Q2 | $21K | Sell |
241
-9
| -4% | -$784 | ﹤0.01% | 444 |
|
|
2021
Q1 | $20K | Sell |
250
-59
| -19% | -$4.72K | ﹤0.01% | 438 |
|
|
2020
Q4 | $22K | Buy |
+309
| New | +$22K | ﹤0.01% | 401 |
|