Choate Investment 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
Q3 | – | Sell |
-1,994
| Closed | -$281K | – | 395 |
|
|
2024
Q2 | $281K | Sell |
1,994
-9
| -0.4% | -$1.27K | 0.01% | 311 |
|
|
2024
Q1 | $327K | Sell |
2,003
-570
| -22% | -$93.1K | 0.01% | 323 |
|
|
2023
Q4 | $343K | Buy |
2,573
+521
| +25% | +$69.4K | 0.01% | 291 |
|
|
2023
Q3 | $247K | Buy |
+2,052
| New | +$247K | 0.01% | 317 |
|
|
2017
Q4 | – | Sell |
-2,482
| Closed | -$227K | – | 245 |
|
|
2017
Q3 | $227K | Sell |
2,482
-87
| -3% | -$7.97K | 0.01% | 230 |
|
|
2017
Q2 | $212K | Hold |
2,569
| – | – | 0.01% | 233 |
|
|
2017
Q1 | $204K | Buy |
+2,569
| New | +$204K | 0.01% | 245 |
|