Ferris Capital’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
Q1 | $702K | Hold |
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|
2021
Q4 | $589K | Hold |
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|
2021
Q3 | $633K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $743K | Sell |
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|
2020
Q4 | $805K | Sell |
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|
2020
Q3 | $600K | Buy |
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|
2020
Q2 | $826K | Sell |
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|
2020
Q1 | $691K | Sell |
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|
2019
Q4 | $1.46M | Hold |
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|
2019
Q3 | $1.34M | Hold |
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|
2019
Q2 | $1.23M | Hold |
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|
2019
Q1 | $1.25M | Hold |
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|
2018
Q4 | $1.13M | Hold |
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|
2018
Q3 | $1.48M | Sell |
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|
2018
Q2 | $1.48M | Sell |
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|
2018
Q1 | $1.28M | Sell |
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|
2017
Q4 | $1.59M | Buy |
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|
2017
Q3 | $1.35M | Sell |
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|
2017
Q2 | $1.22M | Buy |
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