HCM
Hollencrest Capital Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5
| Closed | -$507 | – | 1146 |
|
|
2023
Q1 | $507 | Hold |
5
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q4 | $520 | Buy |
+5
| New | +$520 | ﹤0.01% | 1047 |
|
|
2015
Q3 | – | Sell |
-5,908
| Closed | -$476K | – | 421 |
|
|
2015
Q2 | $476K | Buy |
5,908
+358
| +6% | +$28.8K | 0.07% | 197 |
|
|
2015
Q1 | $437K | Buy |
5,550
+1,745
| +46% | +$137K | 0.06% | 219 |
|
|
2014
Q4 | $273K | Buy |
+3,805
| New | +$273K | 0.04% | 307 |
|