Heron Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $651K | Buy |
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|
2023
Q1 | $677K | Sell |
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|
2022
Q4 | $771K | Sell |
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|
2022
Q3 | $627K | Buy |
|
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|
2022
Q2 | $635K | Sell |
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|
2022
Q1 | $678K | Sell |
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|
2021
Q4 | $706K | Sell |
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|
2021
Q3 | $622K | Buy |
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|
2021
Q2 | $756K | Buy |
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|
2021
Q1 | $705K | Sell |
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|
2020
Q4 | $628K | Sell |
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|
2020
Q3 | $587K | Buy |
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|
2020
Q2 | $622K | Sell |
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|
2020
Q1 | $628K | Sell |
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|
2019
Q4 | $952K | Buy |
|