Fieldpoint Private Securities’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
Q2 | $50K | Sell |
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|
2022
Q1 | $156K | Buy |
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|
2021
Q4 | $128K | Hold |
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|
2021
Q3 | $123K | Sell |
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|
2021
Q2 | $164K | Buy |
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|
2021
Q1 | $162K | Hold |
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|
2020
Q4 | $139K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $173K | Hold |
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|
2019
Q3 | $159K | Hold |
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|
2019
Q2 | $146K | Sell |
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|
2019
Q1 | $270K | Buy |
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|
2018
Q4 | $180K | Buy |
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|
2018
Q3 | $195K | Buy |
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|
2018
Q2 | $113K | Hold |
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|
2018
Q1 | $97K | Hold |
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|
2017
Q4 | $102K | Hold |
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|
2017
Q3 | $92K | Hold |
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|
2017
Q2 | $83K | Sell |
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|
2017
Q1 | $86K | Buy |
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