Fort Pitt Capital Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$70K | – | 285 |
|
|
2020
Q4 | $70K | Buy |
+1,000
| New | +$70K | ﹤0.01% | 176 |
|
|
2014
Q1 | – | Sell |
-4
| Closed | -$273 | – | 102 |
|
|
2013
Q4 | $273 | Hold |
4
| – | – | 0.04% | 94 |
|
|
2013
Q3 | $232 | Hold |
4
| – | – | 0.04% | 90 |
|
|
2013
Q2 | $237 | Buy |
+4
| New | +$237 | 0.04% | 88 |
|