ICA Group Wealth Management’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 | $169K | Sell |
1,195
-560
| -32% | -$79.1K | 0.1% | 117 |
|
|
2024
Q1 | $287K | Buy |
1,755
+256
| +17% | +$41.8K | 0.06% | 230 |
|
|
2023
Q4 | $200K | Buy |
+1,499
| New | +$200K | 0.04% | 251 |
|
|
2023
Q3 | – | Sell |
-1,465
| Closed | -$140K | – | 964 |
|
|
2023
Q2 | $140K | Sell |
1,465
-691
| -32% | -$65.9K | 0.04% | 274 |
|
|
2023
Q1 | $219K | Buy |
2,156
+3
| +0.1% | +$304 | 0.05% | 225 |
|
|
2022
Q4 | $222K | Sell |
2,153
-3,699
| -63% | -$382K | 0.05% | 249 |
|
|
2022
Q3 | $472K | Buy |
5,852
+342
| +6% | +$27.6K | 0.1% | 201 |
|
|
2022
Q2 | $487K | Sell |
5,510
-646
| -10% | -$57.1K | 0.09% | 199 |
|
|
2022
Q1 | $653K | Buy |
+6,156
| New | +$653K | 0.12% | 167 |
|