Graves Light Lenhart Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-462
| Closed | -$46.8K | – | 206 |
|
|
2023
Q1 | $46.8K | Buy |
+462
| New | +$46.8K | 0.01% | 173 |
|
|
2022
Q3 | – | Sell |
-698
| Closed | -$57K | – | 486 |
|
|
2022
Q2 | $57K | Hold |
698
| – | – | 0.01% | 293 |
|
|
2022
Q1 | $60K | Sell |
698
-19
| -3% | -$1.63K | 0.01% | 334 |
|
|
2021
Q4 | $52K | Buy |
717
+138
| +24% | +$10K | 0.01% | 395 |
|
|
2021
Q3 | $41K | Sell |
579
-16
| -3% | -$1.13K | 0.01% | 405 |
|
|
2021
Q2 | $51K | Sell |
595
-29
| -5% | -$2.49K | 0.01% | 374 |
|
|
2021
Q1 | $51K | Hold |
624
| – | – | 0.01% | 383 |
|
|
2020
Q4 | $44K | Buy |
+624
| New | +$44K | 0.01% | 394 |
|