Fluent Financial’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,613
| Closed | -$272K | – | 71 |
|
|
2022
Q4 | $272K | Sell |
2,613
-29,900
| -92% | -$3.11M | 0.16% | 65 |
|
|
2022
Q3 | $2.62M | Buy |
+32,513
| New | +$2.62M | 1.44% | 19 |
|
|
2022
Q1 | – | Sell |
-42,886
| Closed | -$3.11M | – | 82 |
|
|
2021
Q4 | $3.11M | Sell |
42,886
-1,130
| -3% | -$81.9K | 1.27% | 26 |
|
|
2021
Q3 | $3.08M | Buy |
44,016
+2,714
| +7% | +$190K | 1.31% | 28 |
|
|
2021
Q2 | $3.55M | Buy |
41,302
+4,979
| +14% | +$427K | 1.52% | 26 |
|
|
2021
Q1 | $2.54M | Hold |
36,323
| – | – | 1.33% | 29 |
|
|
2020
Q4 | $2.54M | Buy |
+36,323
| New | +$2.54M | 1.33% | 29 |
|