Ergoteles’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,840
| Closed | -$1.7M | – | 644 |
|
|
2023
Q2 | $1.7M | Sell |
17,840
-205,452
| -92% | -$19.6M | 0.08% | 315 |
|
|
2023
Q1 | $22.6M | Buy |
+223,292
| New | +$22.6M | 0.89% | 21 |
|
|
2021
Q4 | – | Sell |
-6,726
| Closed | -$471K | – | 1518 |
|
|
2021
Q3 | $471K | Buy |
+6,726
| New | +$471K | 0.02% | 611 |
|
|
2021
Q1 | – | Sell |
-3,200
| Closed | -$224K | – | 1005 |
|
|
2020
Q4 | $224K | Buy |
+3,200
| New | +$224K | 0.01% | 583 |
|