Granite Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $635K | Sell |
9,074
-1,000
| -10% | -$70K | 0.1% | 121 |
|
|
2021
Q2 | $865K | Sell |
10,074
-700
| -6% | -$60.1K | 0.14% | 114 |
|
|
2021
Q1 | $879K | Sell |
10,774
-1,800
| -14% | -$147K | 0.15% | 107 |
|
|
2020
Q4 | $879K | Sell |
12,574
-9,310
| -43% | -$651K | 0.16% | 111 |
|
|
2020
Q3 | $1.13M | Buy |
+21,884
| New | +$1.13M | 0.22% | 100 |
|
|
2018
Q2 | – | Sell |
-2,108
| Closed | -$202K | – | 172 |
|
|
2018
Q1 | $202K | Hold |
2,108
| – | – | 0.04% | 169 |
|
|
2017
Q4 | $213K | Buy |
+2,108
| New | +$213K | 0.04% | 173 |
|