FWM
Frontier Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.19M | Sell |
14,504
-1,688
| -10% | -$138K | 0.09% | 163 |
|
|
2022
Q1 | $1.33M | Buy |
16,192
+156
| +1% | +$12.8K | 0.02% | 154 |
|
|
2021
Q4 | $1.16M | Buy |
16,036
+2,980
| +23% | +$216K | 0.08% | 166 |
|
|
2021
Q3 | $914K | Sell |
13,056
-1,154
| -8% | -$80.8K | 0.06% | 193 |
|
|
2021
Q2 | $1.22M | Sell |
14,210
-440
| -3% | -$37.8K | 0.09% | 159 |
|
|
2021
Q1 | $1.2M | Buy |
14,650
+386
| +3% | +$31.5K | 0.09% | 146 |
|
|
2020
Q4 | $998K | Sell |
14,264
-3,673
| -20% | -$257K | 0.08% | 159 |
|
|
2020
Q3 | $930K | Buy |
17,937
+224
| +1% | +$11.6K | 0.09% | 157 |
|
|
2020
Q2 | $1.27M | Buy |
17,713
+4,966
| +39% | +$357K | 0.12% | 125 |
|
|
2020
Q1 | $684K | Buy |
12,747
+1,475
| +13% | +$79.1K | 0.11% | 155 |
|
|
2019
Q4 | $1.26M | Sell |
11,272
-2,431
| -18% | -$271K | 0.2% | 108 |
|
|
2019
Q3 | $1.4M | Hold |
13,703
| – | – | 0.21% | 105 |
|
|
2019
Q2 | $1.28M | Sell |
13,703
-2,655
| -16% | -$248K | 0.19% | 103 |
|
|
2019
Q1 | $1.56M | Sell |
16,358
-421
| -3% | -$40.1K | 0.21% | 105 |
|
|
2018
Q4 | $1.45M | Sell |
16,779
-365
| -2% | -$31.5K | 0.22% | 105 |
|
|
2018
Q3 | $1.93M | Sell |
17,144
-786
| -4% | -$88.6K | 0.18% | 91 |
|
|
2018
Q2 | $2.01M | Sell |
17,930
-2,113
| -11% | -$237K | 0.29% | 85 |
|
|
2018
Q1 | $1.92M | Buy |
20,043
+5,327
| +36% | +$511K | 0.27% | 94 |
|
|
2017
Q4 | $1.49M | Sell |
14,716
-1,351
| -8% | -$137K | 0.24% | 101 |
|
|
2017
Q3 | $1.47M | Buy |
16,067
+5,106
| +47% | +$468K | 0.21% | 116 |
|
|
2017
Q2 | $906K | Buy |
10,961
+500
| +5% | +$41.3K | 0.14% | 158 |
|
|
2017
Q1 | $829K | Hold |
10,461
| – | – | 0.13% | 168 |
|
|
2016
Q4 | $904K | Hold |
10,461
| – | – | 0.15% | 165 |
|
|
2016
Q3 | $843K | Sell |
10,461
-191
| -2% | -$15.4K | 0.13% | 158 |
|
|
2016
Q2 | $845K | Sell |
10,652
-108
| -1% | -$8.57K | 0.14% | 152 |
|
|
2016
Q1 | $932K | Buy |
10,760
+100
| +0.9% | +$8.66K | 0.08% | 145 |
|
|
2015
Q4 | $872K | Sell |
10,660
-775
| -7% | -$63.4K | 0.14% | 152 |
|
|
2015
Q3 | $879K | Buy |
11,435
+4,000
| +54% | +$307K | 0.14% | 143 |
|
|
2015
Q2 | $599K | Buy |
7,435
+2,634
| +55% | +$212K | 0.09% | 181 |
|
|
2015
Q1 | $377K | Buy |
4,801
+654
| +16% | +$51.4K | 0.06% | 199 |
|
|
2014
Q4 | $297K | Buy |
+4,147
| New | +$297K | 0.06% | 190 |
|