Estate Counselors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,525
| Closed | -$1.78M | – | 115 |
|
|
2024
Q3 | $1.78M | Buy |
13,525
+910
| +7% | +$120K | 0.18% | 56 |
|
|
2024
Q2 | $1.78M | Sell |
12,615
-55
| -0.4% | -$7.76K | 0.2% | 48 |
|
|
2024
Q1 | $2.07M | Hold |
12,670
| – | – | 0.24% | 43 |
|
|
2023
Q4 | $1.69M | Hold |
12,670
| – | – | 0.21% | 63 |
|
|
2023
Q3 | $1.52M | Sell |
12,670
-50
| -0.4% | -$6.01K | 0.2% | 63 |
|
|
2023
Q2 | $1.21M | Hold |
12,720
| – | – | 0.15% | 97 |
|
|
2023
Q1 | $1.29M | Buy |
+12,720
| New | +$1.29M | 0.17% | 70 |
|
|
2020
Q3 | – | Sell |
-10,725
| Closed | -$771K | – | 137 |
|
|
2020
Q2 | $771K | Buy |
10,725
+5,085
| +90% | +$366K | 0.12% | 73 |
|
|
2020
Q1 | $303K | Buy |
+5,640
| New | +$303K | 0.05% | 114 |
|