Cypress Capital Management (Wyoming)’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 |
-50
| Closed | -$6.01K | – | 182 |
|
|
2023
Q3 | $6.01K | Hold |
50
| – | – | 0.01% | 125 |
|
|
2023
Q2 | $4.77K | Hold |
50
| – | – | 0.01% | 121 |
|
|
2023
Q1 | $5.07K | Hold |
50
| – | – | 0.01% | 121 |
|
|
2022
Q4 | $5.2K | Hold |
50
| – | – | 0.01% | 122 |
|
|
2022
Q3 | $4K | Hold |
50
| – | – | 0.01% | 129 |
|
|
2022
Q2 | $4K | Buy |
+50
| New | +$4K | 0.01% | 136 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$14K | – | 249 |
|
|
2021
Q4 | $14K | Hold |
200
| – | – | 0.01% | 169 |
|
|
2021
Q3 | $14K | Sell |
200
-300
| -60% | -$21K | 0.01% | 161 |
|
|
2021
Q2 | $43K | Hold |
500
| – | – | 0.03% | 146 |
|
|
2021
Q1 | $41K | Hold |
500
| – | – | 0.04% | 138 |
|
|
2020
Q4 | $35K | Hold |
500
| – | – | 0.03% | 126 |
|
|
2020
Q3 | $27K | Sell |
500
-150
| -23% | -$8.1K | 0.02% | 120 |
|
|
2020
Q2 | $47K | Hold |
650
| – | – | 0.05% | 111 |
|
|
2020
Q1 | $35K | Hold |
650
| – | – | 0.05% | 98 |
|
|
2019
Q4 | $72K | Sell |
650
-100
| -13% | -$11.1K | 0.07% | 100 |
|
|
2019
Q3 | $77K | Hold |
750
| – | – | 0.09% | 89 |
|
|
2019
Q2 | $70K | Hold |
750
| – | – | 0.08% | 103 |
|
|
2019
Q1 | $71K | Sell |
750
-34
| -4% | -$3.22K | 0.09% | 99 |
|
|
2018
Q4 | $68K | Buy |
784
+34
| +5% | +$2.95K | 0.13% | 107 |
|
|
2018
Q3 | $85K | Hold |
750
| – | – | 0.09% | 135 |
|
|
2018
Q2 | $84K | Sell |
750
-75
| -9% | -$8.4K | 0.09% | 130 |
|
|
2018
Q1 | $79K | Sell |
825
-75
| -8% | -$7.18K | 0.09% | 125 |
|
|
2017
Q4 | $91K | Sell |
900
-150
| -14% | -$15.2K | 0.1% | 124 |
|
|
2017
Q3 | $96K | Hold |
1,050
| – | – | 0.11% | 111 |
|
|
2017
Q2 | $86.8K | Hold |
1,050
| – | – | 0.1% | 104 |
|
|
2017
Q1 | $83.2K | Sell |
1,050
-75
| -7% | -$5.94K | 0.1% | 103 |
|
|
2016
Q4 | $98.3K | Sell |
1,125
-50
| -4% | -$4.37K | 0.1% | 96 |
|
|
2016
Q3 | $94.6K | Buy |
1,175
+75
| +7% | +$6.04K | 0.12% | 88 |
|
|
2016
Q2 | $87.3K | Sell |
1,100
-4,455
| -80% | -$353K | 0.11% | 84 |
|
|
2016
Q1 | $481K | Buy |
5,555
+100
| +2% | +$8.66K | 0.65% | 30 |
|
|
2015
Q4 | $446K | Hold |
5,455
| – | – | 0.56% | 36 |
|
|
2015
Q3 | $419K | Hold |
5,455
| – | – | 0.54% | 37 |
|
|
2015
Q2 | $439K | Hold |
5,455
| – | – | 0.5% | 39 |
|
|
2015
Q1 | $429K | Sell |
5,455
-900
| -14% | -$70.7K | 0.52% | 38 |
|
|
2014
Q4 | $456K | Buy |
+6,355
| New | +$456K | 0.59% | 40 |
|