Covenant Multifamily Offices’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,455
| Closed | -$363K | – | 248 |
|
|
2021
Q1 | $363K | Buy |
+4,455
| New | +$363K | 0.07% | 135 |
|
|
2019
Q2 | – | Sell |
-18
| Closed | -$2K | – | 232 |
|
|
2019
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 213 |
|
|
2018
Q1 | – | Sell |
-18
| Closed | -$2K | – | 105 |
|
|
2017
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 113 |
|