Destination Wealth Management’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 |
-1,986
| Closed | -$239K | – | 202 |
|
|
2023
Q3 | $239K | Buy |
+1,986
| New | +$239K | 0.01% | 182 |
|
|
2019
Q3 | – | Sell |
-250
| Closed | -$23K | – | 413 |
|
|
2019
Q2 | $23K | Sell |
250
-104
| -29% | -$9.57K | ﹤0.01% | 371 |
|
|
2019
Q1 | $34K | Sell |
354
-96
| -21% | -$9.22K | ﹤0.01% | 324 |
|
|
2018
Q4 | $39K | Sell |
450
-136
| -23% | -$11.8K | ﹤0.01% | 285 |
|
|
2018
Q3 | $66K | Buy |
586
+186
| +47% | +$20.9K | ﹤0.01% | 253 |
|
|
2018
Q2 | $45K | Buy |
+400
| New | +$45K | ﹤0.01% | 267 |
|
|
2017
Q3 | – | Sell |
-3,455
| Closed | -$286K | – | 155 |
|
|
2017
Q2 | $286K | Sell |
3,455
-1,945
| -36% | -$161K | 0.02% | 136 |
|
|
2017
Q1 | $428K | Sell |
5,400
-47
| -0.9% | -$3.73K | 0.03% | 117 |
|
|
2016
Q4 | $471K | Buy |
5,447
+86
| +2% | +$7.44K | 0.03% | 112 |
|
|
2016
Q3 | $432K | Buy |
5,361
+2,331
| +77% | +$188K | 0.03% | 117 |
|
|
2016
Q2 | $240K | Buy |
3,030
+472
| +18% | +$37.4K | 0.02% | 136 |
|
|
2016
Q1 | $209K | Hold |
2,558
| – | – | 0.02% | 122 |
|
|
2015
Q4 | $209K | Buy |
+2,558
| New | +$209K | 0.02% | 122 |
|
|
2015
Q3 | – | Sell |
-3,331
| Closed | -$268K | – | 201 |
|
|
2015
Q2 | $268K | Buy |
+3,331
| New | +$268K | 0.02% | 207 |
|
|
2014
Q4 | – | Sell |
-2,574
| Closed | -$209K | – | 126 |
|
|
2014
Q3 | $209K | Buy |
+2,574
| New | +$209K | 0.02% | 128 |
|