Horiko Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-27,807
| Closed | -$1.44M | – | 21 |
|
|
2020
Q3 | $1.44M | Sell |
27,807
-2,163
| -7% | -$112K | 0.83% | 16 |
|
|
2020
Q2 | $2.16M | Hold |
29,970
| – | – | 1.43% | 14 |
|
|
2020
Q1 | $1.61M | Sell |
29,970
-175
| -0.6% | -$9.39K | 1.4% | 17 |
|
|
2019
Q4 | $3.36M | Sell |
30,145
-5,100
| -14% | -$568K | 2.27% | 15 |
|
|
2019
Q3 | $3.61M | Hold |
35,245
| – | – | 2.73% | 15 |
|
|
2019
Q2 | $3.3M | Hold |
35,245
| – | – | 2.5% | 15 |
|
|
2019
Q1 | $3.35M | Hold |
35,245
| – | – | 2.76% | 14 |
|
|
2018
Q4 | $3.04M | Buy |
+35,245
| New | +$3.04M | 3.22% | 15 |
|