Energy Opportunities Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $838K | Buy |
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|
2021
Q4 | $688K | Hold |
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|
2021
Q3 | $665K | Hold |
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|
2021
Q2 | $815K | Hold |
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|
2021
Q1 | $775K | Hold |
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|
2020
Q4 | $664K | Sell |
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|
2020
Q3 | $516K | Sell |
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|
2020
Q2 | $1.21M | Hold |
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|
2020
Q1 | $903K | Buy |
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|
2019
Q4 | $1.87M | Hold |
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|
2019
Q3 | $1.72M | Buy |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.43M | Sell |
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|
2018
Q4 | $2.17M | Buy |
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|
2018
Q3 | $2.39M | Sell |
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|
2018
Q2 | $2.44M | Buy |
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|
2018
Q1 | $1.69M | Sell |
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|
2017
Q4 | $1.91M | Sell |
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|
2017
Q3 | $2.03M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.38M | Sell |
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|
2015
Q2 | $2.01M | Buy |
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|
2015
Q1 | $1.91M | Buy |
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|
2014
Q4 | $1.73M | Buy |
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