Cynosure Group’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 |
-1,529
| Closed | -$201K | – | 378 |
|
|
2024
Q3 | $201K | Buy |
+1,529
| New | +$201K | 0.03% | 367 |
|
|
2024
Q1 | – | Sell |
-24,087
| Closed | -$3.21M | – | 339 |
|
|
2023
Q4 | $3.21M | Buy |
24,087
+15,205
| +171% | +$2.02M | 0.58% | 43 |
|
|
2023
Q3 | $1.07M | Sell |
8,882
-2,592
| -23% | -$311K | 0.33% | 73 |
|
|
2023
Q2 | $1.09M | Buy |
+11,474
| New | +$1.09M | 0.33% | 70 |
|