HA
HYA Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $909K | Buy |
11,082
+89
| +0.8% | +$7.3K | 0.36% | 51 |
|
|
2022
Q1 | $950K | Buy |
10,993
+6,369
| +138% | +$550K | 0.33% | 54 |
|
|
2021
Q4 | $335K | Sell |
4,624
-24
| -0.5% | -$1.74K | 0.12% | 120 |
|
|
2021
Q3 | $381K | Sell |
4,648
-90
| -2% | -$7.38K | 0.15% | 105 |
|
|
2021
Q2 | $407K | Buy |
4,738
+31
| +0.7% | +$2.66K | 0.17% | 96 |
|
|
2021
Q1 | $384K | Buy |
4,707
+277
| +6% | +$22.6K | 0.18% | 95 |
|
|
2020
Q4 | $310K | Buy |
4,430
+35
| +0.8% | +$2.45K | 0.16% | 100 |
|
|
2020
Q3 | $228K | Buy |
4,395
+262
| +6% | +$13.6K | 0.14% | 108 |
|
|
2020
Q2 | $297K | Buy |
4,133
+28
| +0.7% | +$2.01K | 0.2% | 91 |
|
|
2020
Q1 | $220K | Buy |
4,105
+488
| +13% | +$26.2K | 0.18% | 93 |
|
|
2019
Q4 | $403K | Buy |
+3,617
| New | +$403K | 0.26% | 72 |
|