Foster Dykema Cabot & Co’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $69K | Hold |
573
| – | – | 0.01% | 155 |
|
|
2023
Q2 | $55K | Hold |
573
| – | – | 0.01% | 161 |
|
|
2023
Q1 | $58K | Buy |
+573
| New | +$58K | 0.01% | 138 |
|
|
2022
Q4 | – | Sell |
-1,017
| Closed | -$82K | – | 99 |
|
|
2022
Q3 | $82K | Hold |
1,017
| – | – | 0.01% | 99 |
|
|
2022
Q2 | $83K | Buy |
+1,017
| New | +$83K | 0.01% | 102 |
|
|
2013
Q3 | – | Sell |
-51,349
| Closed | -$3.03M | – | 89 |
|
|
2013
Q2 | $3.03M | Buy |
+51,349
| New | +$3.03M | 0.9% | 27 |
|