Econ Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-22,423
| Closed | -$1.81M | – | 70 |
|
|
2022
Q3 | $1.81M | Buy |
+22,423
| New | +$1.81M | 1.49% | 30 |
|
|
2022
Q2 | – | Sell |
-34,697
| Closed | -$3M | – | 134 |
|
|
2022
Q1 | $3M | Buy |
34,697
+26,491
| +323% | +$2.29M | 2.22% | 12 |
|
|
2021
Q4 | $632K | Buy |
+8,206
| New | +$632K | 0.47% | 55 |
|