Householder Group Estate & Retirement Specialist’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14K | Sell |
125
-661
| -84% | -$74K | 0.01% | 331 |
|
|
2024
Q3 | $103K | Buy |
786
+307
| +64% | +$40.2K | 0.03% | 351 |
|
|
2024
Q2 | $67K | Buy |
479
+354
| +283% | +$49.5K | 0.02% | 432 |
|
|
2024
Q1 | $20.4K | Hold |
125
| – | – | 0.01% | 673 |
|
|
2023
Q4 | $16K | Hold |
125
| – | – | 0.01% | 679 |
|
|
2023
Q3 | $15K | Buy |
+125
| New | +$15K | 0.01% | 699 |
|
|
2023
Q1 | $13K | Buy |
+125
| New | +$13K | 0.01% | 737 |
|
|
2022
Q4 | – | Sell |
-125
| Closed | -$10K | – | 902 |
|
|
2022
Q3 | $10K | Buy |
+125
| New | +$10K | ﹤0.01% | 731 |
|