Enterprise Trust & Investment’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $105K | Buy |
1,282
+82
| +7% | +$6.72K | 0.04% | 97 |
|
|
2022
Q1 | $104K | Hold |
1,200
| – | – | 0.04% | 98 |
|
|
2021
Q4 | $87K | Hold |
1,200
| – | – | 0.03% | 106 |
|
|
2021
Q3 | $84K | Hold |
1,200
| – | – | 0.03% | 106 |
|
|
2021
Q2 | $103K | Hold |
1,200
| – | – | 0.04% | 98 |
|
|
2021
Q1 | $98K | Hold |
1,200
| – | – | 0.04% | 97 |
|
|
2020
Q4 | $88K | Hold |
1,200
| – | – | 0.04% | 100 |
|
|
2020
Q3 | $62K | Hold |
1,200
| – | – | 0.03% | 105 |
|
|
2020
Q2 | $86K | Hold |
1,200
| – | – | 0.05% | 89 |
|
|
2020
Q1 | $64K | Hold |
1,200
| – | – | 0.04% | 92 |
|
|
2019
Q4 | $134K | Hold |
1,200
| – | – | 0.07% | 84 |
|
|
2019
Q3 | $123K | Hold |
1,200
| – | – | 0.08% | 84 |
|
|
2019
Q2 | $112K | Buy |
+1,200
| New | +$112K | 0.07% | 82 |
|