Clearview Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-745
| Closed | -$71.1K | – | 490 |
|
|
2023
Q2 | $71.1K | Buy |
745
+1
| +0.1% | +$95 | 0.07% | 171 |
|
|
2023
Q1 | $75.5K | Hold |
744
| – | – | 0.08% | 166 |
|
|
2022
Q4 | $77.5K | Buy |
744
+83
| +13% | +$8.65K | 0.06% | 137 |
|
|
2022
Q3 | $53K | Hold |
661
| – | – | 0.04% | 162 |
|
|
2022
Q2 | $54K | Hold |
661
| – | – | 0.04% | 178 |
|
|
2022
Q1 | $57K | Sell |
661
-301
| -31% | -$26K | 0.04% | 186 |
|
|
2021
Q4 | $70K | Sell |
962
-932
| -49% | -$67.8K | 0.04% | 202 |
|
|
2021
Q3 | $133K | Buy |
1,894
+1
| +0.1% | +$70 | 0.08% | 137 |
|
|
2021
Q2 | $163K | Buy |
1,893
+13
| +0.7% | +$1.12K | 0.1% | 126 |
|
|
2021
Q1 | $153K | Buy |
1,880
+13
| +0.7% | +$1.06K | 0.1% | 124 |
|
|
2020
Q4 | $131K | Buy |
+1,867
| New | +$131K | 0.09% | 124 |
|