Gries Financial’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 |
-20,473
| Closed | -$2.08M | – | 166 |
|
|
2023
Q1 | $2.08M | Sell |
20,473
-1,638
| -7% | -$166K | 0.61% | 47 |
|
|
2022
Q4 | $2.3M | Buy |
22,111
+7,333
| +50% | +$763K | 0.76% | 46 |
|
|
2022
Q3 | $1.19M | Buy |
14,778
+614
| +4% | +$49.6K | 0.5% | 63 |
|
|
2022
Q2 | $1.16M | Buy |
14,164
+316
| +2% | +$25.9K | 0.55% | 55 |
|
|
2022
Q1 | $1.2M | Buy |
13,848
+4,495
| +48% | +$388K | 0.44% | 69 |
|
|
2021
Q4 | $678K | Buy |
+9,353
| New | +$678K | 0.28% | 94 |
|
|
2021
Q3 | – | Sell |
-4,573
| Closed | -$328K | – | 181 |
|
|
2021
Q2 | $328K | Buy |
4,573
+125
| +3% | +$8.97K | 0.11% | 129 |
|
|
2021
Q1 | $375K | Buy |
+4,448
| New | +$375K | 0.12% | 127 |
|