Insigneo Advisory 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
Q4 | – | Sell |
-1,812
| Closed | -$238K | – | 677 |
|
|
2024
Q3 | $238K | Sell |
1,812
-1,276
| -41% | -$168K | 0.02% | 505 |
|
|
2024
Q2 | $407K | Buy |
3,088
+363
| +13% | +$47.8K | 0.05% | 337 |
|
|
2024
Q1 | $445K | Sell |
2,725
-61
| -2% | -$9.96K | 0.05% | 291 |
|
|
2023
Q4 | $371K | Sell |
2,786
-360
| -11% | -$47.9K | 0.05% | 291 |
|
|
2023
Q3 | $378K | Sell |
3,146
-1,523
| -33% | -$183K | 0.08% | 238 |
|
|
2023
Q2 | $445K | Buy |
4,669
+9
| +0.2% | +$858 | 0.09% | 218 |
|
|
2023
Q1 | $472K | Buy |
4,660
+2,148
| +86% | +$218K | 0.15% | 142 |
|
|
2022
Q4 | $261K | Buy |
+2,512
| New | +$261K | 0.1% | 211 |
|