Column Capital Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.2K | Hold |
10
| – | – | ﹤0.01% | 722 |
|
|
2023
Q2 | $954 | Hold |
10
| – | – | ﹤0.01% | 754 |
|
|
2023
Q1 | $1.01K | Sell |
10
-13
| -57% | -$1.32K | ﹤0.01% | 770 |
|
|
2022
Q4 | $2.39K | Buy |
23
+13
| +130% | +$1.35K | ﹤0.01% | 685 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 693 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 694 |
|
|
2022
Q1 | $1K | Sell |
10
-9
| -47% | -$900 | ﹤0.01% | 698 |
|
|
2021
Q4 | $1K | Sell |
19
-15
| -44% | -$789 | ﹤0.01% | 745 |
|
|
2021
Q3 | $2K | Sell |
34
-28
| -45% | -$1.65K | ﹤0.01% | 639 |
|
|
2021
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 555 |
|
|
2021
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 537 |
|
|
2020
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 557 |
|
|
2020
Q3 | $3K | Sell |
62
-152
| -71% | -$7.36K | ﹤0.01% | 571 |
|
|
2020
Q2 | $15K | Buy |
214
+152
| +245% | +$10.7K | 0.01% | 415 |
|
|
2020
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 548 |
|
|
2019
Q4 | $6K | Buy |
+62
| New | +$6K | ﹤0.01% | 516 |
|