FF
FourThought Financial’s Phillips 66 PSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $6.56M | Buy |
81,294
+11,556
| +17% | +$933K | 0.97% | 33 |
|
2022
Q2 | $5.72M | Buy |
69,738
+3,737
| +6% | +$306K | 0.84% | 31 |
|
2022
Q1 | $5.71M | Buy |
66,001
+3,925
| +6% | +$340K | 0.72% | 35 |
|
2021
Q4 | $4.5M | Sell |
62,076
-47
| -0.1% | -$3.41K | 0.57% | 44 |
|
2021
Q3 | $4.35M | Buy |
62,123
+8,905
| +17% | +$624K | 0.58% | 43 |
|
2021
Q2 | $4.57M | Buy |
53,218
+9,901
| +23% | +$850K | 0.61% | 39 |
|
2021
Q1 | $3.53M | Buy |
43,317
+3,627
| +9% | +$296K | 0.51% | 48 |
|
2020
Q4 | $2.78M | Buy |
+39,690
| New | +$2.78M | 0.44% | 54 |
|