Cunning Capital Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-19,750
| Closed | -$2.37M | – | 90 |
|
2023
Q3 | $2.37M | Buy |
+19,750
| New | +$2.37M | 1.56% | 14 |
|
2023
Q2 | – | Sell |
-19,750
| Closed | -$2M | – | 26 |
|
2023
Q1 | $2M | Hold |
19,750
| – | – | 1.36% | 21 |
|
2022
Q4 | $2.06M | Hold |
19,750
| – | – | 1.46% | 18 |
|
2022
Q3 | $1.59M | Buy |
19,750
+3,950
| +25% | +$319K | 1.26% | 25 |
|
2022
Q2 | $1.3M | Buy |
+15,800
| New | +$1.3M | 1% | 64 |
|