Groesbeck Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,047
| Closed | -$366K | – | 82 |
|
|
2023
Q3 | $366K | Sell |
3,047
-655
| -18% | -$78.7K | 0.55% | 61 |
|
|
2023
Q2 | $353K | Sell |
3,702
-1,134
| -23% | -$108K | 0.54% | 60 |
|
|
2023
Q1 | $491K | Hold |
4,836
| – | – | 0.74% | 52 |
|
|
2022
Q4 | $503K | Sell |
4,836
-910
| -16% | -$94.7K | 0.84% | 44 |
|
|
2022
Q3 | $471K | Hold |
5,746
| – | – | 0.78% | 49 |
|
|
2022
Q2 | $471K | Sell |
5,746
-5
| -0.1% | -$410 | 0.78% | 49 |
|
|
2022
Q1 | $496K | Buy |
+5,751
| New | +$496K | 0.56% | 64 |
|