CRA Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,608
| Closed | -$211K | – | 280 |
|
|
2024
Q3 | $211K | Hold |
1,608
| – | – | 0.04% | 255 |
|
|
2024
Q2 | $227K | Hold |
1,608
| – | – | 0.05% | 231 |
|
|
2024
Q1 | $263K | Sell |
1,608
-67
| -4% | -$10.9K | 0.06% | 199 |
|
|
2023
Q4 | $223K | Buy |
+1,675
| New | +$223K | 0.05% | 201 |
|
|
2020
Q1 | – | Sell |
-1,859
| Closed | -$207K | – | 145 |
|
|
2019
Q4 | $207K | Buy |
+1,859
| New | +$207K | 0.11% | 138 |
|