Diversified’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $251K | Hold |
1,912
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $270K | Buy |
1,912
+108
| +6% | +$15.2K | 0.03% | 182 |
|
|
2024
Q1 | $295K | Buy |
1,804
+17
| +1% | +$2.78K | 0.04% | 127 |
|
|
2023
Q4 | $238K | Sell |
1,787
-10
| -0.6% | -$1.33K | 0.05% | 134 |
|
|
2023
Q3 | $216K | Buy |
+1,797
| New | +$216K | 0.06% | 129 |
|
|
2021
Q1 | – | Sell |
-99
| Closed | -$5K | – | 273 |
|
|
2020
Q4 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 317 |
|