FI
Fractal Investments’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,823
| Closed | -$208K | – | 78 |
|
|
2024
Q4 | $208K | Sell |
1,823
-677
| -27% | -$77.1K | 0.03% | 73 |
|
|
2024
Q3 | $329K | Hold |
2,500
| – | – | 0.06% | 58 |
|
|
2024
Q2 | $353K | Hold |
2,500
| – | – | 0.06% | 50 |
|
|
2024
Q1 | $408K | Hold |
2,500
| – | – | 0.07% | 48 |
|
|
2023
Q4 | $333K | Buy |
+2,500
| New | +$333K | 0.07% | 53 |
|
|
2023
Q1 | – | Sell |
-14,471
| Closed | -$1.51M | – | 100 |
|
|
2022
Q4 | $1.51M | Buy |
+14,471
| New | +$1.51M | 0.36% | 27 |
|
|
2022
Q3 | – | Sell |
-71,505
| Closed | -$5.86M | – | 92 |
|
|
2022
Q2 | $5.86M | Sell |
71,505
-11,115
| -13% | -$911K | 1.93% | 13 |
|
|
2022
Q1 | $7.14M | Buy |
+82,620
| New | +$7.14M | 2.1% | 12 |
|