Horizon Investment Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,788
| Closed | -$2.74M | – | 122 |
|
|
2024
Q1 | $2.74M | Sell |
16,788
-795
| -5% | -$130K | 1.34% | 26 |
|
|
2023
Q4 | $2.34M | Sell |
17,583
-138
| -0.8% | -$18.4K | 1.26% | 27 |
|
|
2023
Q3 | $2.13M | Buy |
17,721
+1,547
| +10% | +$186K | 1.28% | 27 |
|
|
2023
Q2 | $1.54M | Buy |
16,174
+348
| +2% | +$33.2K | 0.94% | 39 |
|
|
2023
Q1 | $1.6M | Buy |
15,826
+1,608
| +11% | +$163K | 1.03% | 36 |
|
|
2022
Q4 | $1.48M | Buy |
+14,218
| New | +$1.48M | 1.07% | 33 |
|