Financial Synergies Wealth 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
Q2 | – | Sell |
-55
| Closed | -$8.99K | – | 364 |
|
|
2024
Q1 | $8.99K | Sell |
55
-323
| -85% | -$52.8K | ﹤0.01% | 254 |
|
|
2023
Q4 | $39.3K | Buy |
378
+323
| +587% | +$33.6K | 0.01% | 102 |
|
|
2023
Q3 | $6.61K | Buy |
55
+27
| +96% | +$3.25K | ﹤0.01% | 255 |
|
|
2023
Q2 | $2.67K | Sell |
28
-350
| -93% | -$33.4K | ﹤0.01% | 283 |
|
|
2023
Q1 | $38.3K | Hold |
378
| – | – | 0.01% | 126 |
|
|
2022
Q4 | $39.3K | Hold |
378
| – | – | 0.01% | 102 |
|
|
2022
Q3 | $30.5K | Buy |
378
+350
| +1,250% | +$28.3K | 0.01% | 111 |
|
|
2022
Q2 | $2.3K | Sell |
28
-5,475
| -99% | -$449K | ﹤0.01% | 225 |
|
|
2022
Q1 | $475K | Buy |
5,503
+354
| +7% | +$30.6K | 0.07% | 47 |
|
|
2021
Q4 | $373K | Buy |
5,149
+5
| +0.1% | +$362 | 0.05% | 53 |
|
|
2021
Q3 | $360K | Buy |
5,144
+5
| +0.1% | +$350 | 0.05% | 53 |
|
|
2021
Q2 | $441K | Buy |
5,139
+32
| +0.6% | +$2.75K | 0.06% | 46 |
|
|
2021
Q1 | $416K | Buy |
5,107
+5
| +0.1% | +$408 | 0.06% | 44 |
|
|
2020
Q4 | $357K | Buy |
5,102
+5
| +0.1% | +$350 | 0.06% | 46 |
|
|
2020
Q3 | $264K | Buy |
5,097
+384
| +8% | +$19.9K | 0.07% | 55 |
|
|
2020
Q2 | $339K | Sell |
4,713
-210
| -4% | -$15.1K | 0.11% | 41 |
|
|
2020
Q1 | $264K | Buy |
4,923
+1,832
| +59% | +$98.3K | 0.15% | 28 |
|
|
2019
Q4 | $344K | Buy |
3,091
+24
| +0.8% | +$2.67K | 0.15% | 23 |
|
|
2019
Q3 | $314K | Buy |
3,067
+439
| +17% | +$45K | 0.15% | 22 |
|
|
2019
Q2 | $246K | Buy |
2,628
+194
| +8% | +$18.2K | 0.12% | 26 |
|
|
2019
Q1 | $232K | Buy |
+2,434
| New | +$232K | 0.12% | 26 |
|