Ellevest Inc’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-99
| Closed | -$10K | – | 1316 |
|
|
2023
Q1 | $10K | Buy |
+99
| New | +$10K | ﹤0.01% | 1036 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 1818 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1632 |
|
|
2022
Q1 | – | Sell |
-135
| Closed | -$10K | – | 1599 |
|
|
2021
Q4 | $10K | Buy |
+135
| New | +$10K | ﹤0.01% | 862 |
|
|
2020
Q4 | – | Sell |
-149
| Closed | -$8K | – | 1322 |
|
|
2020
Q3 | $8K | Buy |
149
+135
| +964% | +$7.25K | ﹤0.01% | 692 |
|
|
2020
Q2 | $1K | Sell |
14
-87
| -86% | -$6.21K | ﹤0.01% | 1043 |
|
|
2020
Q1 | $5K | Sell |
101
-111
| -52% | -$5.5K | ﹤0.01% | 651 |
|
|
2019
Q4 | $24K | Hold |
212
| – | – | 0.01% | 385 |
|
|
2019
Q3 | $22K | Buy |
212
+23
| +12% | +$2.39K | 0.01% | 172 |
|
|
2019
Q2 | $18K | Buy |
189
+89
| +89% | +$8.48K | 0.01% | 207 |
|
|
2019
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 193 |
|
|
2018
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 385 |
|