CYG
Clean Yield Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-55
| Closed | -$7.76K | – | 486 |
|
|
2024
Q2 | $7.76K | Hold |
55
| – | – | ﹤0.01% | 320 |
|
|
2024
Q1 | $8.98K | Sell |
55
-28
| -34% | -$4.57K | ﹤0.01% | 324 |
|
|
2023
Q4 | $11.1K | Buy |
83
+28
| +51% | +$3.73K | ﹤0.01% | 310 |
|
|
2023
Q3 | $6.17K | Hold |
55
| – | – | ﹤0.01% | 335 |
|
|
2023
Q2 | $5.25K | Hold |
55
| – | – | ﹤0.01% | 351 |
|
|
2023
Q1 | $5.58K | Hold |
55
| – | – | ﹤0.01% | 354 |
|
|
2022
Q4 | $5.72K | Buy |
+55
| New | +$5.72K | ﹤0.01% | 368 |
|
|
2022
Q1 | – | Sell |
-535
| Closed | -$39K | – | 497 |
|
|
2021
Q4 | $39K | Sell |
535
-81
| -13% | -$5.91K | 0.01% | 283 |
|
|
2021
Q3 | $43K | Buy |
616
+81
| +15% | +$5.65K | 0.01% | 268 |
|
|
2021
Q2 | $46K | Buy |
+535
| New | +$46K | 0.02% | 258 |
|
|
2021
Q1 | – | Sell |
-895
| Closed | -$63K | – | 320 |
|
|
2020
Q4 | $63K | Hold |
895
| – | – | 0.02% | 232 |
|
|
2020
Q3 | $46K | Hold |
895
| – | – | 0.02% | 227 |
|
|
2020
Q2 | $64K | Hold |
895
| – | – | 0.03% | 195 |
|
|
2020
Q1 | $48K | Sell |
895
-95
| -10% | -$5.1K | 0.02% | 203 |
|
|
2019
Q4 | $110K | Buy |
990
+895
| +942% | +$99.4K | 0.03% | 179 |
|
|
2019
Q3 | $10K | Buy |
+95
| New | +$10K | ﹤0.01% | 292 |
|