Cutter & Co Brokerage’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,476
| Closed | -$241K | – | 212 |
|
|
2024
Q1 | $241K | Sell |
1,476
-876
| -37% | -$143K | 0.06% | 164 |
|
|
2023
Q4 | $313K | Buy |
2,352
+211
| +10% | +$28.1K | 0.09% | 130 |
|
|
2023
Q3 | $257K | Buy |
2,141
+3
| +0.1% | +$360 | 0.08% | 152 |
|
|
2023
Q2 | $204K | Buy |
2,138
+8
| +0.4% | +$763 | 0.06% | 190 |
|
|
2023
Q1 | $216K | Buy |
2,130
+7
| +0.3% | +$710 | 0.07% | 184 |
|
|
2022
Q4 | $221K | Buy |
+2,123
| New | +$221K | 0.07% | 181 |
|