Echo Street Capital 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
Q3 | – | Sell |
-6,580
| Closed | -$628K | – | 553 |
|
|
2023
Q2 | $628K | Sell |
6,580
-891
| -12% | -$85K | 0.01% | 216 |
|
|
2023
Q1 | $757K | Buy |
+7,471
| New | +$757K | 0.01% | 164 |
|
|
2022
Q4 | – | Sell |
-3,812
| Closed | -$308K | – | 621 |
|
|
2022
Q3 | $308K | Buy |
+3,812
| New | +$308K | ﹤0.01% | 393 |
|
|
2022
Q1 | – | Sell |
-7,934
| Closed | -$575K | – | 717 |
|
|
2021
Q4 | $575K | Sell |
7,934
-2,971
| -27% | -$215K | ﹤0.01% | 375 |
|
|
2021
Q3 | $764K | Buy |
10,905
+2,423
| +29% | +$170K | 0.01% | 305 |
|
|
2021
Q2 | $728K | Buy |
+8,482
| New | +$728K | 0.01% | 264 |
|
|
2020
Q3 | – | Sell |
-18,292
| Closed | -$1.32M | – | 315 |
|
|
2020
Q2 | $1.32M | Buy |
+18,292
| New | +$1.32M | 0.02% | 226 |
|