Financial Sense Advisors’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 |
-6,683
| Closed | -$879K | – | 125 |
|
|
2024
Q3 | $879K | Sell |
6,683
-59
| -0.9% | -$7.76K | 0.24% | 59 |
|
|
2024
Q2 | $952K | Buy |
6,742
+42
| +0.6% | +$5.93K | 0.29% | 54 |
|
|
2024
Q1 | $1.09M | Buy |
6,700
+87
| +1% | +$14.2K | 0.36% | 57 |
|
|
2023
Q4 | $880K | Buy |
+6,613
| New | +$880K | 0.33% | 66 |
|
|
2014
Q3 | – | Sell |
-3,687
| Closed | -$297K | – | 134 |
|
|
2014
Q2 | $297K | Buy |
+3,687
| New | +$297K | 0.12% | 108 |
|