Edge Capital Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $860K | Hold |
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|
2024
Q3 | $992K | Sell |
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|
2024
Q2 | $1.07M | Hold |
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|
2024
Q1 | $1.24M | Hold |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $894K | Hold |
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|
2023
Q2 | $709K | Sell |
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|
2023
Q1 | $957K | Buy |
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|
2022
Q4 | $974K | Buy |
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|
2022
Q3 | $682K | Buy |
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|
2022
Q2 | $689K | Sell |
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|
2022
Q1 | $727K | Buy |
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|
2021
Q4 | $609K | Hold |
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|
2021
Q3 | $588K | Hold |
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|
2021
Q2 | $721K | Sell |
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|
2021
Q1 | $728K | Sell |
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|
2020
Q4 | $628K | Sell |
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|
2020
Q3 | $469K | Buy |
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|
2020
Q2 | $622K | Buy |
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|
2020
Q1 | $457K | Sell |
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|
2019
Q4 | $987K | Buy |
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|
2019
Q3 | $875K | Sell |
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|
2019
Q2 | $870K | Buy |
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|
2019
Q1 | $872K | Buy |
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|
2018
Q4 | $760K | Buy |
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